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
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...
Bitcoin Is Poised For A Bumper 2026 – CHAINLETTER 71
A look at what has held crypto back in 2025, and what propels it forward in 2026 Bitcoin peaked in November 2024…against gold We examine the main fears and opportunities for bitcoin Ethereum looks promising on a relative basis A year of altcoin catastrophe, but...
The AWS Outage: A Wake-Up Call for Digital Resilience
In this note, we consider the impact of the recent AWS outage and what it revealed about the balance between resilience and reliance in the digital age. Some parts of crypto held firm, while others faltered, offering a useful snapshot of how far the sector has come,...