Research archive
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....
Forta Protecting the Next Bull Run – Digital Vision 14
Another week of macro uncertainty saw the S&P 500 slide into correction territory, but cooling inflation has markets eyeing a potential Fed policy shift. Meanwhile, crypto had a far more eventful week. At Trump’s Crypto Summit, the administration made its boldest...
Nature Abhors a Vacuum – CHAINLETTER 52
If you’re not willing to be the world’s policeman, surely you lose the “exorbitant privilege” of hosting the world’s dominant currency. There is nothing to fill that gap that will work for the long term except for bitcoin. Technical Back to the 280-day EMA,...
Not All Coins Deserve a Reserve – Digital Vision 13
Bitcoin dominance remains unshaken as Trump’s crypto reserve plan triggers short-lived rallies and deeper questions. Another week, another volatile move from Trump. After pushing Bitcoin to $110K on inauguration day, his policies have since sent prices tumbling. On...
Fear, Hacks, and Shakeouts – Digital Vision 12
The market is in extreme fear, ByBit just lost $1.5B, and MakerDAO is surging. Feeling the pain yet? This pullback has been brutal, but it’s nothing Bitcoin hasn’t survived before. In 2017 and 2021, we saw even deeper corrections, yet the market pushed higher. Right...
Crypto Correction – CHAINLETTER 51
Once again bitcoin has gone on sale. These are the moments to reflect on where this asset has come from and what it is capable of. A year ago, bitcoin had just had a huge bounce and was trading at US$64,000. At US$84,000, following a large correction, the price is 31%...
Memecoin Madness Over? – Digital Vision 11
The year has kicked off with more chaos than expected, and this past week was no different. Instead of nation-states embracing crypto, world leaders are diving into memecoins, first the U.S. president launching one, now Argentina’s president caught in a rug pull....
Here Come The Suits – Digital Vision 10
While Bitcoin trades within a tight range, a few standout altcoins have taken the spotlight. PancakeSwap and Binance have led the charge, driving most of the drop in Bitcoin dominance. Both have been Digital Vision favourites, covered in previous editions. CPI data...
Gold Leads, Bitcoin Follows – CHAINLETTER 50
Through the current bull phase, gold has led bitcoin, with one exception. With fund flows firm, volatility structurally declining and market euphoria cauterised, the bases are loaded. Technical: Gold leads, bitcoin follows - volatility, fund flows and back in the...