Certain Assets For Uncertain Times – CHAINLETTER 53

Certain Assets For Uncertain Times – CHAINLETTER 53

Global markets are in a state of flux. It is tempting to call for dramatic regime change, but there is a risk of hyperbole. Often things don’t change as much as we think they will. Still, amid the noise and confusion, sound money proves its worth....
Nature Abhors a Vacuum – CHAINLETTER 52

Nature Abhors a Vacuum – CHAINLETTER 52

If you’re not willing to be the world’s policeman, surely you lose the “exorbitant privilege” of hosting the world’s dominant currency. There is nothing to fill that gap that will work for the long term except for bitcoin. Technical   Back to the 280-day EMA,...
Not All Coins Deserve a Reserve – Digital Vision 13

Not All Coins Deserve a Reserve – Digital Vision 13

Bitcoin dominance remains unshaken as Trump’s crypto reserve plan triggers short-lived rallies and deeper questions. Another week, another volatile move from Trump. After pushing Bitcoin to $110K on inauguration day, his policies have since sent prices tumbling. On...
Nature Abhors a Vacuum – CHAINLETTER 52

Crypto Correction – CHAINLETTER 51

Once again bitcoin has gone on sale. These are the moments to reflect on where this asset has come from and what it is capable of. A year ago, bitcoin had just had a huge bounce and was trading at US$64,000. At US$84,000, following a large correction, the price is 31%...
Gold Leads, Bitcoin Follows – CHAINLETTER 50

Gold Leads, Bitcoin Follows – CHAINLETTER 50

Through the current bull phase, gold has led bitcoin, with one exception. With fund flows firm, volatility structurally declining and market euphoria cauterised, the bases are loaded. Technical: Gold leads, bitcoin follows – volatility, fund flows and back in...