Research archive
Volatility Is A Bitcoin Investor’s Friend – CHAINLETTER 45
For those who take the time to understand bitcoin, volatility is simply the cost of compounding.
The Bitcoin Mining Industry
Insights into bitcoin and crypto
Have I Missed It (3)? – CHAINLETTER 44
Bitcoin has broken to new highs after 8 months of range trading, so the question is “what’s next?”.
Bitcoin Breakout – CHAINLETTER 43
Donald Trump’s election has sparked a long-awaited move to all-time highs for bitcoin. But what happens next? Will the rest of crypto follow?
Magnificent And Terrifying – CHAINLETTER 42
Investors are marvelling at the rise in the price of gold, but the message it is sending is far from comforting. We consider what is happening, and touch on the similarities and differences with bitcoin, which we consider will turn out to be a superior form of hard...
All Change In China – CHAINLETTER 41
It is only a matter of time before the high-level consolidation in the bitcoin price comes to an end.
The Crypto Volcano Is About To Explode – CHAINLETTER 40
We enter a traditionally upbeat season for risk assets and crypto in particular. Everything is aligning as we have long predicted, and we unashamedly stick to our bullish view. The recent move higher has been triggered by easing policies in the world’s two largest...
Blockchain and Crypto Education
a one-day course which gives you an introduction to bitcoin and blockchain technology
Poised For Action – CHAINLETTER 39
We look at how gold and bitcoin have been behaving and assert that the recent misalignment is temporary
The Confusing Battle For Freedom – CHAINLETTER 38
Price action as we go into Autumn remains subdued. We explore some signs of life and revisit the important drivers.
Bitcoin Supply/Demand Dynamics Re-examined – CHAINLETTER 37
The crypto market feels nervous and unloved, but this is the consequence of an overshoot at the start of the year. It’s classic that attention is wandering just as it gets interesting.
Bitcoin Falls Sharply – CHAINLETTER FLASH NOTE
The crypto market has sharply corrected over the weekend. Our latest CHAINLETTER anticipated a tricky month, but this moves feels like a major over-reaction. There are some technical reasons why the market is particularly vulnerable at this point, but they are all...