Sep 14, 2023 | Chainletter
Bitcoin’s dominance in the sector continues to grow, as regulation puts pressure on Ethereum activity. Meanwhile the IMF’s treatment of crypto raises a mirror to the problems US$ hegemony poses for emerging nations, who are forced to vote against the one thing that...
Sep 6, 2023 | Chainletter
Judging by the behaviour of Turkish citizens, adoption is not about short-term speculation, it’s about long term wealth protection. Meanwhile major international currencies continue to debase. All the while, use case experimentation continues apace, as shown by...
Aug 24, 2023 | Chainletter
A lot of markets are very soft at the moment. The combination of regulation and elevated interest rates has removed liquidity from the crypto market, which is the oxygen of its growth. Look closely, however, and the signs are that things are slowing across global...
Aug 9, 2023 | Chainletter
The technical and macro set-ups suggest that something is about to happen. If there is a wobble in bond markets and it spreads to other risk assets, it is likely that authorities will be quick to provide remedial treatment. This should be where “hard money” –...
Aug 2, 2023 | Chainletter
The Fitch downgrade of the US credit rating is a reminder of how parlous global finances are. In that context it’s no surprise that the quality of Bitcoin holders continues to improve, while weak hands have been flushed out. Technical Analysis Long term holders grow...
