Research archive
The Golden Age of Crypto Begins – Digital Vision 7
A few years ago, investing in US crypto projects seemed like a losing bet. With the Ripple case dragging on and the SEC cracking down on everything, things across the pond were looking bleak. Fast forward to today, and American-made crypto is the hottest property,...
The Trump Boost And Supply Tightness
Trump-related activity has catalysed a new wave of optimism in the crypto market. With good reason. Regulatory changes will have massive implications for innovation and liquidity. New demand isn’t the only story, for bitcoin at least. Supply is drying up. READ...
Donald Plays His Trump Card – Digital Vision 6
A few days ago, the noise was all about Bitcoin hitting $70,000, but we saw the bigger picture. Donald still had a little something up his sleeve, sparking optimism with a hint of what could be a game-changer for crypto. Now, we’re not saying the US is ready to...
The Bond Market Says Tread Very Cautiously – CHAINLETTER 48
The long term story for Bitcoin gets stronger by the day, but the short term could be very choppy. Technical Early year round-trip, gold gives a bullish lead On-Chain Transactions find a floor, a look at MVRV as a timing tool Macro Bond market jitters, tread...
Paper Hands Fold – Digital Vision 5
The recent movements in Bitcoin and its ripple effects on altcoins have left us scratching our heads. Exiting now is the crypto equivalent of folding a on pair of aces. Why leave the table when the games just getting started? As highlighted in our Discounts in...
Ethereum Loses Ground
A number of investors have questioned our reluctance to hold ETH in our investment strategies, despite it being the second largest cryptocurrency by market cap by some distance. Yet ETH has meaningfully underperformed BTC, falling from 0.087 BTC in November 2021 to...
Crypto returns to work – DIGITAL VISION 4
The holiday season often follows a familiar script for many of us. As the festivities begin, things tend to spiral out of control. By the time Christmas is over, you’re left feeling sluggish, stuffed with food, and unsure of the day, or if it even matters. Then...
Bitcoin’s Evolution In 2025 And Beyond – CHAINLETTER 47
As we exit the Christmas period, we compare the growth dynamics of belief systems and bitcoin. There are striking similarities, but also important differences, the most notable of which is that bitcoin is not a faith, it’s a computer programme. However, the growth of...
Bitcoin In A New World Order – CHAINLETTER 46
So much has happened, and so quickly. As discussed in the ETHOS section, there are clear signs of exhaustion with the bloated, inefficient, virtue-signalling, arrogant, pompous and hypocritical left. That’s a great source of optimism for those wishing for less...
Discounts in December – Digital Vision 3
In this edition of Digital Vision, we’ll spotlight some of our top picks and help ease any concerns by showing you that the fundamentals have not changed. In fact, many of these projects are quietly making strides behind the scenes, setting the stage for even greater...
DIGITALVISION 2
After a sharp drop in Bitcoin dominance, Alts enjoyed a much-appreciated rally, with some getting more love than others. However, just as the parade was getting going, Bitcoin decided to make a small correction and alts completely fell apart. But now, with Bitcoin back above $100K, alts are rallying again… party back on?
DIGITAL VISION – The Launch
Welcome to the first edition of the DigitalVision Letter, your weekly guide through the expansive cryptoverse. Here, we not only bring you the latest stories and trends but also provide a look into our investment strategy, crypto analysis and real-time portfolio...