Newsletter

Our in depth newsletter covers the most important Bitcoin and digital asset news, developments, insights and valuation techniques. Released opportunistically.

Update #48

Welcome to Bitcoin price discovery, it's been a long time coming. With $100K the next most notable resistance level, we look to the biggest...

Charles Edwards

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?...

Charles Edwards

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...

Charles Edwards

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...

Charles Edwards

Update #44

Today's Bitcoin ETF launch was the most successful launch in history and paves the way for institutional adoption......

Charles Edwards

Update #43

ETF fever is coming to a head with approvals expected within the next 3 weeks. We expect a lot of volatility......

Charles Edwards

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...

Charles Edwards

Update #41

Bitcoin is heating up, in both opportunity and across derivatives markets. And we have the strongest onchain growth since 2020......

Charles Edwards

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...

Charles Edwards

Issue #39

We have historically rare risk-asset signals appearing, amidst a period of Bitcoin's relative out-performance and de-correlation......

Charles Edwards