Crypto Consolidates as Macro Clouds Loom

Crypto Consolidates as Macro Clouds Loom

Sep 23, 2025 | Chainletter

Check out the latest edition of Chainletter, where we cover: Technical: bitcoin solid in a range, gold breaks out, Ethereum’s key test On-Chain: Ethereum mainnet strength, Layer 2s assistance Macro: rising debt and falling liquidity, inflation latest Decentralised...
Too Quiet Out There – CHAINLETTER 63

Too Quiet Out There – CHAINLETTER 63

Aug 4, 2025 | Chainletter

In the short term there are a couple of things that urge us to tactically rein in our bullishness, not least that there is so much complacency in markets, at least as defined by volatility. Furthermore, the dollar has just sharply strengthened – should we be nervous about liquidity conditions?

Higher Price, Lower Volatility – CHAINLETTER 62

Higher Price, Lower Volatility – CHAINLETTER 62

Jul 21, 2025 | Chainletter

As predicted in the last edition, bitcoin has broken to a new high. The volcano erupted once again. For good reason: new regulation in the USA will enable wealth management and traditional finance to engage and invest in this new asset class. The importance of this...
Bitcoin Holds Firm In A Nervous World – CHAINLETTER 60

Bitcoin Holds Firm In A Nervous World – CHAINLETTER 60

Jun 19, 2025 | Chainletter

It’s a nervy time in the crypto sphere, against an unsettled global political backdrop. We wonder whether regime change would deliver a path to reconciliation between China and Taiwan, and so imbue the former with the global respect to complement its size and...