Oct 23, 2024 | Chainletter
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...
Aug 15, 2024 | Chainletter
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.
Apr 29, 2024 | Chainletter
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.
Dec 9, 2023 | Chainletter
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...
Nov 24, 2023 | Chainletter
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...
