Research archive
“Introduction To Crypto” for Wealth Managers
The course is informative, relaxed and great fun, and will appeal to all serious investors.
Bitcoin blasts through US$60,000 – CHAINLETTER 25
The Bitcoin price is flying as buyers flood into US ETFs. Technical analysis BTC makes an all-time high in UK Pounds. Bitcoin’s step changes suggest next stop at US$63,000. Ethos Digital Gold is a lazy and unhelpful description. On-Chain Transaction activity and...
Bitcoin’s Institutional Age Gets Underway – CHAINLETTER 24
It’s notable that BTC has made a new high in a developed market, Japan. Debasement – and crypto adoption – are global phenomena.
Eyes On The Horizon – CHAINLETTER 23
After all the noise around the US ETF approval, the BTC price is back to where it started the year. The froth has come out of the market and valuation remains compelling. Meanwhile macro uncertainties - whether in China or the US - continue to argue for portfolio...
Bitcoin Can Now Go Mainstream – CHAINLETTER 22
We argue that Bitcoin’s final quarter price action was driven predominantly by changing macro circumstances, rather than by the prospect of widespread institutional take-up in anticipation of US spot bitcoin ETF approvals. While the price of bitcoin has had a strong...
Radical Ideas Take Time – CHAINLETTER 21
2024 is a year that promises much for Bitcoin and crypto. The wreckage from the worst excesses of the last cycle lies behind us while bullish catalysts loom. It won’t be plain sailing, but better understanding of this revolutionary asset will continue to drive wider...
New Bitcoin Valuation Framework – CHAINLETTER 2O
The growth of fees on the Bitcoin Network is a game changer. It also enables a more robust valuation framework, which we present for the first time here. We suggest that the politicians are ready to let the US economy run hot in election year, and look at relative...
Crypto Bootcamp – new dates and feedback
We held the inaugural Wiston Capital crypto bootcamp last week in Pratts. The feedback has been great, as shown below. I’ve booked in 3 more dates for 2024, all at Pratts Club, which is in St James’s in the middle of London. 17th January (Weds) 14th February (Weds)...
US$40,000 and beyond – CHAINLETTER 20
Bitcoin’s burst through US$40,000 has triggered wider interest in the asset class. Where does it go from here? What names are we looking at among the altcoins and how are they performing? HODL waves show that a growing proportion of bitcoin owners are here for the...
CRYPTO BOOTCAMP! Don’t understand crypto? Then book your spot here…
I'm delighted to be working with the team at Incrypto Hub to bring you Crypto Bootcamp, an introduction to blockchain technology. Our inaugural session will take place on Wednesday 17th January, 2024 at Pratts, right in the heart of St James's, London. Book yourself...
The Bitcoin Supply Squeeze – CHAINLETTER 19
We update on where we are in the bitcoin cycle, while taking a look at valuations. Alternative assets, particularly gold and bitcoin, continue to demonstrate their importance in a world of uncertainty. Inflation might appear to be under control, but it’s too early to...
Political Fractures and Japanese Inflation – CHAINLETTER 18
Bitcoin has reached levels that suggest a pause for breath, which would be healthy for attracting and assimilating wider adoption. But it might not last long. Political developments are a signal of a growing disillusionment with big government, while fundamental...