Oct 8, 2026 | Chainletter
Summary Market Remain Risk Off as crypto stumbles; price dispersion suggests a maturing market. On-Chain Institutional adoption…really? Identifying demand and supply drivers in bitcoin and Ethereum CryptoVerse Updates on NEAR, GEODNET, SKY and FLUID… while...
Sep 27, 2026 | Chainletter
Summary Market Our “Risk Regime” model moves to “Risk-Off” Macro Things to keep in mind: rising bond yields, stronger dollar, spike in the MOVE Index – but little evidence of excess speculation; vigilant rather than panicked Read CHAINLETTER 87...
Sep 22, 2026 | Chainletter
Summary Market: Bad news is good news, crypto rallies as the CLARITY Act fails On-Chain: Ethereum active addresses continue growing, at the expense of fees CryptoVerse: SEC and CFTC step into the regulatory vacuum, Circle launches Arc, India and Japan explore...
Sep 4, 2026 | Weekly newsletter
We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is because the news on tokenisation of assets remains unrelentingly bullish. In the macro section, we look at...
Aug 18, 2026 | Chainletter
Market Volatility has collapsed, what next? Are crypto equities indicating that sentiment is improving? Short term holders remain underwater. On-Chain Fees and transactions on the Bitcoin and Ethereum networks Cryptoverse World Mobile launches in the Philippines;...
