The Trump Boost And Supply Tightness
Trump-related activity has catalysed a new wave of optimism in the crypto market. With good reason. Regulatory changes will have massive implications for innovation and liquidity. New demand isn’t the only story, for bitcoin at least. Supply is drying up. READ...
The Bond Market Says Tread Very Cautiously – CHAINLETTER 48
The long term story for Bitcoin gets stronger by the day, but the short term could be very choppy. Technical Early year round-trip, gold gives a bullish lead On-Chain Transactions find a floor, a look at MVRV as a timing tool Macro Bond market jitters, tread...
Bitcoin’s Evolution In 2025 And Beyond – CHAINLETTER 47
As we exit the Christmas period, we compare the growth dynamics of belief systems and bitcoin. There are striking similarities, but also important differences, the most notable of which is that bitcoin is not a faith, it’s a computer programme. However, the growth of...
Bitcoin In A New World Order – CHAINLETTER 46
So much has happened, and so quickly. As discussed in the ETHOS section, there are clear signs of exhaustion with the bloated, inefficient, virtue-signalling, arrogant, pompous and hypocritical left. That’s a great source of optimism for those wishing for less...
Volatility Is A Bitcoin Investor’s Friend – CHAINLETTER 45
For those who take the time to understand bitcoin, volatility is simply the cost of compounding.