Research archive
Back On The Bull – CHAINLETTER 31
The recent price action removes bitcoin from a precarious technical position. Our long-held case that the price would consolidate in this range before moving higher in mid-summer remains intact.
Fix Your Roof While The Sun Is Shining – CHAINLETTER 30
Bitcoin’s price is closely aligned to term premia.
Bitcoin Fights For Human Rights – CHAINLETTER 29
While the price continues its high-level consolidation, we analyse various factors that suggest the speculative froth has largely departed. This creates the perfect preconditions for a leg higher later this year.
Bitcoin Is A Slow Fix – CHAINLETTER 28
Markets are entering choppy waters, but Bitcoin is holding up strongly. This is an important phase. If BTC passes the test and proves to be lifeboat, it will roar. The technical set-up in this regard is encouraging. We examine the case for decentralisation, and look...
Bitcoin Becomes More Eco-Friendly – CHAINLETTER 27
Bitcoin’s energy usage has been a sore point in the past. Now the miners are turning the argument around. Bitcoin will eventually be seen as a force of good in the way energy is generated, distributed and managed.
Wiston Capital Teams Up With Copy-Trading Platform ICONOMI
Research driven approach to crypto investment
Have I Missed It (2) – A New Regime – CHAINLETTER 26
We continue to see more avenues for institutional adoption, this time in the UK
“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...