Mar 29, 2024 | Chainletter
Bitcoin’s energy usage has been a sore point in the past. Now the miners are turning the argument around. Bitcoin will eventually be seen as a force of good in the way energy is generated, distributed and managed.
Mar 16, 2024 | Chainletter
We continue to see more avenues for institutional adoption, this time in the UK
Feb 29, 2024 | Chainletter
The Bitcoin price is flying as buyers flood into US ETFs. Technical analysis BTC makes an all-time high in UK Pounds. Bitcoin’s step changes suggest next stop at US$63,000. Ethos Digital Gold is a lazy and unhelpful description. On-Chain Transaction activity and...
Feb 16, 2024 | Chainletter
It’s notable that BTC has made a new high in a developed market, Japan. Debasement – and crypto adoption – are global phenomena.
Feb 1, 2024 | Chainletter
After all the noise around the US ETF approval, the BTC price is back to where it started the year. The froth has come out of the market and valuation remains compelling. Meanwhile macro uncertainties – whether in China or the US – continue to argue for...
Jan 19, 2024 | Chainletter
We argue that Bitcoin’s final quarter price action was driven predominantly by changing macro circumstances, rather than by the prospect of widespread institutional take-up in anticipation of US spot bitcoin ETF approvals. While the price of bitcoin has had a strong...
