Jun 7, 2024 | Chainletter
Everything we see now – technical, political, on chain, regulation – supports the view that the risk remains to the upside.
Apr 29, 2024 | Chainletter
While the price continues its high-level consolidation, we analyse various factors that suggest the speculative froth has largely departed. This creates the perfect preconditions for a leg higher later this year.
Dec 22, 2023 | Chainletter
The growth of fees on the Bitcoin Network is a game changer. It also enables a more robust valuation framework, which we present for the first time here. We suggest that the politicians are ready to let the US economy run hot in election year, and look at relative...
Dec 9, 2023 | Chainletter
Bitcoin’s burst through US$40,000 has triggered wider interest in the asset class. Where does it go from here? What names are we looking at among the altcoins and how are they performing? HODL waves show that a growing proportion of bitcoin owners are here for the...
Nov 24, 2023 | Chainletter
Bitcoin has reached levels that suggest a pause for breath, which would be healthy for attracting and assimilating wider adoption. But it might not last long. Political developments are a signal of a growing disillusionment with big government, while fundamental...