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...
DeFi Stars Weather the Storm – Digital Vision 9

DeFi Stars Weather the Storm – Digital Vision 9

Crypto markets faced a historic shakeout this week, with $560 billion wiped from the market cap in just 24 hours, the largest single-day crash ever. Yet, amidst the chaos, resilience shone through. At the Digital Assets Forum in London, industry leaders shared bold...