Apr 22, 2025 | DigitalVision
As we mentioned in our last couple of newsletters, we may be approaching a key inflexion point, crypto starting to decouple from tech stocks. For years, many in traditional finance dismissed Bitcoin as a leveraged NASDAQ proxy, and for a while, the data didn’t...
Apr 22, 2025 | DigitalVision
Crypto might feel slow right now, but beneath the surface, whales and institutions are stacking up. Since March 11, Bitcoin whales have accumulated 129,000 BTC, worth around $11.2 billion at current prices. The institutional side is just as active, Bitcoin ETFs saw a...
Feb 4, 2025 | Crypto Equity Corner
In this note we scour the planet to see what crypto-related equities are available to the Emerging Market equity investor. It’s relatively thin pickings, but there are some interesting companies to keep your eye on. Of the listed companies we look at Mercado Libre,...
Jan 15, 2025 | DigitalVision
The recent movements in Bitcoin and its ripple effects on altcoins have left us scratching our heads. Exiting now is the crypto equivalent of folding a on pair of aces. Why leave the table when the games just getting started? As highlighted in our Discounts in...
Jul 3, 2024 | Chainletter
The UK General Election will starkly illustrate the scale of societal division. The role of a bloated State in setting us on this path is largely ignored. Government over-reach can be traced to financial ill-discipline and the egregious accumulation of peacetime debt,...
