Research archive
Higher Price, Lower Volatility – CHAINLETTER 62
As predicted in the last edition, bitcoin has broken to a new high. The volcano erupted once again. For good reason: new regulation in the USA will enable wealth management and traditional finance to engage and invest in this new asset class. The importance of this...
The Bitcoin Volcano Is About To Blow…Again – CHAINLETTER 61
We’re getting to the end of a consolidation period that is similar to previous episodes in the current bitcoin bull market.
Bitcoin Holds Firm In A Nervous World – CHAINLETTER 60
It’s a nervy time in the crypto sphere, against an unsettled global political backdrop. We wonder whether regime change would deliver a path to reconciliation between China and Taiwan, and so imbue the former with the global respect to complement its size and...
Is Bitcoin Evil? – CHAINLETTER 59
Having long been dismissed as an irrelevant joke, bitcoin is getting a better hearing, but in many professional investment circles it remains grudging. What stage of acceptance are we at?
The Pause That Refreshes – CHAINLETTER 58
There are times to charge, and times to pull in one’s horns. We’re going through the latter stage at the moment. However, a pause for breath is healthy in a bull market. “Back and fill”, as they say.
The Great Repricing Begins – Digital Vision 18
Retail is getting smarter, America is charging ahead, and Maple hits $1B on-chain Last week, we flagged what could be a key moment in this cycle: crypto finally starting to break away from its old correlation with tech stocks. We covered it in more detail in our...
Bitcoin Is No Longer A Tech Stock – CHAINLETTER 55
It’s a fascinating, troubling, but ultimately extremely bullish moment for the crypto world.
The Signal We’ve Been Waiting For – Digital Vision 17
As we mentioned in our last couple of newsletters, we may be approaching a key inflexion point, crypto starting to decouple from tech stocks. For years, many in traditional finance dismissed Bitcoin as a leveraged NASDAQ proxy, and for a while, the data didn’t...
Cracks and Catalysts – Digital Vision 16
It’s been another week of heavy volatility, once again driven by the same culprit. But what’s stood out most is how resilient Bitcoin has been in the face of it all. As we discussed on our latest research call, we believe we’re at a key turning point, not just for...
Smart Money Moves – Digital Vision 15
Crypto might feel slow right now, but beneath the surface, whales and institutions are stacking up. Since March 11, Bitcoin whales have accumulated 129,000 BTC, worth around $11.2 billion at current prices. The institutional side is just as active, Bitcoin ETFs saw a...
Bitcoin Contrarian Signals Flash Green – CHAINLETTER 54
All indicators suggest that investors are fearful. That’s normally a good time to be buying, particularly as monetary inflation seems inevitable at some point. Technical Contrarian investor signals, time to be greedy, outperformance since the last “flash crash”...
Certain Assets For Uncertain Times – CHAINLETTER 53
Global markets are in a state of flux. It is tempting to call for dramatic regime change, but there is a risk of hyperbole. Often things don’t change as much as we think they will. Still, amid the noise and confusion, sound money proves its worth....