Update #47
The era of deep value is over. Bitcoin is fairly valued for the first time in 2 years. Is it time to exercise caution?
Update #46
With the big Fidelity news, Bitcoin is finally being acknowledged in traditional investment vehicles for the massive portfolio diversification benefits and outsized risk-adjusted rewards it adds…
Update #45
The brand names of these two behemoths in the traditional asset space means every billion they bring in, adds an order of magnitude more credibility and flows to Bitcoin as a whole…
Update #44
Today’s Bitcoin ETF launch was the most successful launch in history and paves the way for institutional adoption…
Update #43
ETF fever is coming to a head with approvals expected within the next 3 weeks. We expect a lot of volatility…
Update #42
Two major and positive events just unfolded in the Bitcoin space. According to the President, “the closure of the Central Bank of the Argentine Republic (BCRA) is not a negotiable issue”…
Update #41
Bitcoin is heating up, in both opportunity and across derivatives markets. And we have the strongest onchain growth since 2020…
Issue #40
A new major trend has formed. We now have the biggest asset managers in the world trumpeting Bitcoin as a “flight to quality” in the lead up to the Halving. You couldn’t ask for more.
Issue #39
We have historically rare risk-asset signals appearing, amidst a period of Bitcoin’s relative out-performance and de-correlation…
Issue #38
The last week has seen the biggest improvements across Bitcoin technicals and fundamentals since June…