Sep 4, 2026 | Weekly newsletter
We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is because the news on tokenisation of assets remains unrelentingly bullish. In the macro section, we look at...
May 19, 2026 | Chainletter, Weekly newsletter
Summary We discuss the lacklustre performance and declining activity of Bitcoin. Diminishing transaction fees continue to pose a long term threat to miner rewards, especially with the halving only two years away. The only buyers seem to be the progeny of Wall Street...
Sep 16, 2025 | Weekly newsletter
Tron looks to navigate this high-growth sector as new challenges arise in 2025. We remain impressed by the evolution of Tron as a stablecoin leader. Its track record is solid but could be under threat. In this note, Jake and Ali take a detailed look at this stablecoin...
Aug 3, 2024 | Weekly newsletter
In my days as an Asian equity fund manager, several summer holidays were marmalised by big dislocations in markets. 2024 is starting to look at bit like those grim months in 2008, 2011 and 2015. In this edition we examine some of the reasons. At the core is a slowing...
