Magnificent And Terrifying – CHAINLETTER 42

Magnificent And Terrifying – CHAINLETTER 42

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...
Eyes On The Horizon – CHAINLETTER 23

Eyes On The Horizon – CHAINLETTER 23

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...