Research archive
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...
DeFi Stars Weather the Storm – Digital Vision 9
Crypto markets faced a historic shakeout this week, with $560 billion wiped from the market cap in just 24 hours, the largest single-day crash ever. Yet, amidst the chaos, resilience shone through. At the Digital Assets Forum in London, industry leaders shared bold...
The Philosopher’s Stone and the Changing World Monetary Order
De-assetization is a long term risk for gold, as it has been for other stores of value. Bitcoin is the alternative. Countries and investors urgently need to understand the opportunity. A fascinating top-down look into the future of hard assets and the game theory...
Crypto Related Equities In Emerging Markets
In this note we scour the planet to see what crypto-related equities are available to the Emerging Market equity investor. It’s relatively thin pickings, but there are some interesting companies to keep your eye on. Of the listed companies we look at Mercado Libre,...
DeepSeek’s Disruption – Digital Vision 8
Another exciting, albeit volatile, week in crypto. While it feels like a lot has happened, Bitcoin is sitting almost exactly where it was this time last week. The same can’t be said for altcoins, with Bitcoin dominance creeping toward 60%, signalling weakness across...
Life After Google – Chain Letter 49
AI has probably used more energy composing articles about DeepSeek than anything else of late. This letter is hand-cranked, so this time we can’t be accused of wasting the planet’s energy, but the democratisation of AI, if that is what DeepSeek portends, could turn...
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...