Research archive
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...
Have I Missed It (1)? – CHAINLETTER 16
The sharp price rises over the last 5 weeks will have many a-gnashin’ and a-wailin’ about whether they’ve missed this move in the crypto market. Bitcoin has risen around 33.5% since the start of September, in a move remarkably uncorrelated with other asset classes....
Don’t Argue With Cryptographic Truth – CHAINLETTER 15
Bitcoin’s sector dominance is sending a strong message about differences in asset quality in the crypto sector. Understanding definitional differences is helpful in getting to grips with the sector and we provide a guide. Are there other factors besides the possible...
Bitcoin Decouples From Old And New – CHAINLETTER 14
It’s been a seminal week for bitcoin. Not only has it moved sharply higher, but it’s done so while other asset classes have struggled. This makes it harder for investors to ignore. In a time of rising political tensions, we argue that bitcoin stands for peace....
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 13th December at Pratts, right in the heart of St James's, London. Book yourself in now...
Oil, Inflation Volatility, Gold And Bitcoin
The 1970s were the last period of sustained inflation volatility, when gold was the investment lifeboat. Is the oil price - again - going to be behind a similar era? Will bitcoin be the gold of this new age? Or better? Meanwhile, Ferrari accepts payment in crypto,...
Broken Money and Small Boats
Egypt and Turkey are examples of the continued plight of emerging nations. Is this related to US$ global hegemony? ETH has been a poor performer relative to BTC, why? El Salvador uses volcanos for mining. Liquidity Mining is the fourth part in our series on passive...
Bitcoin Starts To De-Couple
You would think in a risk-off environment that bitcoin and crypto would be the first casualties. Quite the opposite. This is an important moment for this nascent asset class. Will bitcoin be a genuine portfolio diversifier? We introduce Render, a fascinating crypto...
Why Bitcoin, Why Now?
Honestly, I’ve got lots of sympathy for those who think bitcoin is the plaything of a bunch of degenerates and computer nerds. The space has been rife with scams, scandals and rampant volatility. The media portray it as not just useless, but actively dangerous. And...