Sep 4, 2026 | Weekly newsletter
We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is because the news on tokenisation of assets remains unrelentingly bullish. In the macro section, we look at...
Jun 11, 2026 | Chainletter
Bitcoin is back at its 2021 peak and nobody can quite agree why. Around it, markets are behaving in ways that don’t fit the traditional models: bonds and gold telling opposite stories, indices propped up by passive flows, and a US$4 trillion IPO wave being...
May 28, 2026 | Chainletter
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...
Apr 30, 2026 | Chainletter
EXECUTIVE SUMMARY The most important investment opportunities in the history of technology have shared a common feature: the market’s refusal to price the operational reality of a business during the period when that reality was most clearly pointing toward its...
Oct 14, 2025 | DigitalVision
Executive Summary BNB, the native token of BNB Chain, has reinforced its position as one of the top-performing assets in crypto, reaching an all-time high of $1,210 on October 6th, 2025 with a fully diluted market cap of US$168.6 billion. Its growth is underpinned by...
