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...
Jan 26, 2026 | Chainletter
We have radically altered our view of bitcoin. Events and developments over the last eight months have highlighted fragilities that we once considered ephemeral. The next few months could be highly problematic. Details are in this note. All is far from lost for...
