Crypto Comes Back to Life – CHAINLETTER 82

Crypto Comes Back to Life – CHAINLETTER 82

Summary Market: The market is basing; Strategy’s selling settles nerves, but is “less bad” rather than good; we’re at the bottom of the four-year cycle; CLARITY Act remains a key catalyst; Robinhood Chain launches on Ethereum; ETH price target US$12,250...
Everything Is Deranged – CHAINLETTER 80

Everything Is Deranged – CHAINLETTER 80

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...
Crypto Consolidates as Macro Clouds Loom

Crypto Consolidates as Macro Clouds Loom

Check out the latest edition of Chainletter, where we cover: Technical: bitcoin solid in a range, gold breaks out, Ethereum’s key test On-Chain: Ethereum mainnet strength, Layer 2s assistance Macro: rising debt and falling liquidity, inflation latest Decentralised...
The Great Repricing Begins – Digital Vision 18

The Great Repricing Begins – Digital Vision 18

Retail is getting smarter, America is charging ahead, and Maple hits $1B on-chain Last week, we flagged what could be a key moment in this cycle: crypto finally starting to break away from its old correlation with tech stocks. We covered it in more detail in our...