Have I Missed It (2) – A New Regime – CHAINLETTER 26
We continue to see more avenues for institutional adoption, this time in the UK
Bitcoin blasts through US$60,000 – CHAINLETTER 25
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...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24
It’s notable that BTC has made a new high in a developed market, Japan. Debasement – and crypto adoption – are global phenomena.
Eyes On The Horizon – CHAINLETTER 23
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...
Bitcoin Can Now Go Mainstream – CHAINLETTER 22
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...