Crypto Needs A Re-Set – CHAINLETTER 79

Crypto Needs A Re-Set – CHAINLETTER 79

Why bitcoin’s breakdown could be crypto’s most important moment. Bitcoin and most crypto prices have fallen sharply over the last few weeks. It’s hard to see how bitcoin recovers from this point. Given its dominant market share of the sector that’s clearly...
What Are Crypto Tokens?

What Are Crypto Tokens?

Executive Summary The central question this report addresses is one we have heard repeatedly since publishing History Doesn’t Repeat, But It Rhymes. What exactly do you own when you buy a crypto token? Most investors assume the answer is that token ownership...
Life After Bitcoin – CHAINLETTER 73

Life After Bitcoin – CHAINLETTER 73

Bitcoin started its journey as a form of money and has angled towards becoming a tech platform. Ethereum has moved precisely in the opposite direction. That could turn out to be a more interesting proposition.

Opportunity in Despair – CHAINLETTER 72

Opportunity in Despair – CHAINLETTER 72

We reiterate our view that we are scraping the lows of this bitcoin cycle. Regulatory structures are being put in place for a tokenisation revolution, and the smashed up altcoin world is finally offering up some bargains. Wishing you a wonderful 2026. Technical: Gold...