The Sky Is Not Falling On Our Heads – CHAINLETTER 85

The Sky Is Not Falling On Our Heads – CHAINLETTER 85

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...
Crypto Comes Back to Life – CHAINLETTER 82

Crypto Comes Back to Life – CHAINLETTER 82

Jul 21, 2026 | Chainletter

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

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...
Crypto Consolidates as Macro Clouds Loom

Crypto Consolidates as Macro Clouds Loom

Sep 23, 2025 | Chainletter

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...