Oct 31, 2023 | Chainletter
Bitcoin’s sector dominance is sending a strong message about differences in asset quality in the crypto sector. Understanding definitional differences is helpful in getting to grips with the sector and we provide a guide. Are there other factors besides the possible...
Oct 26, 2023 | Chainletter
It’s been a seminal week for bitcoin. Not only has it moved sharply higher, but it’s done so while other asset classes have struggled. This makes it harder for investors to ignore. In a time of rising political tensions, we argue that bitcoin stands for peace....
Oct 18, 2023 | Chainletter
The 1970s were the last period of sustained inflation volatility, when gold was the investment lifeboat. Is the oil price – again – going to be behind a similar era? Will bitcoin be the gold of this new age? Or better? Meanwhile, Ferrari accepts payment in...
Oct 12, 2023 | Chainletter
Egypt and Turkey are examples of the continued plight of emerging nations. Is this related to US$ global hegemony? ETH has been a poor performer relative to BTC, why? El Salvador uses volcanos for mining. Liquidity Mining is the fourth part in our series on passive...
Oct 4, 2023 | Chainletter
You would think in a risk-off environment that bitcoin and crypto would be the first casualties. Quite the opposite. This is an important moment for this nascent asset class. Will bitcoin be a genuine portfolio diversifier? We introduce Render, a fascinating crypto...
Sep 27, 2023 | Chainletter
The macro picture is as uncertain as it has been for some time, and markets look badly distorted. It’s an environment that will test bitcoin, but it will be transformational if it holds steady. In the broader crypto arena we see the first signs of price...
