Research archive
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...
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...