All Change In China – CHAINLETTER 41
It is only a matter of time before the high-level consolidation in the bitcoin price comes to an end.
The Crypto Volcano Is About To Explode – CHAINLETTER 40
We enter a traditionally upbeat season for risk assets and crypto in particular. Everything is aligning as we have long predicted, and we unashamedly stick to our bullish view. The recent move higher has been triggered by easing policies in the world’s two largest...
Poised For Action – CHAINLETTER 39
We look at how gold and bitcoin have been behaving and assert that the recent misalignment is temporary
The Confusing Battle For Freedom – CHAINLETTER 38
Price action as we go into Autumn remains subdued. We explore some signs of life and revisit the important drivers.
Bitcoin Supply/Demand Dynamics Re-examined – CHAINLETTER 37
The crypto market feels nervous and unloved, but this is the consequence of an overshoot at the start of the year. It’s classic that attention is wandering just as it gets interesting.