Oct 23, 2024 | Chainletter
Investors are marvelling at the rise in the price of gold, but the message it is sending is far from comforting. We consider what is happening, and touch on the similarities and differences with bitcoin, which we consider will turn out to be a superior form of hard...
Sep 5, 2024 | Chainletter
Price action as we go into Autumn remains subdued. We explore some signs of life and revisit the important drivers.
Feb 1, 2024 | Chainletter
After all the noise around the US ETF approval, the BTC price is back to where it started the year. The froth has come out of the market and valuation remains compelling. Meanwhile macro uncertainties – whether in China or the US – continue to argue for...