Newsletter

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

  • 7 September 2023
  • 10 min read
  • 1,149
  • 30

Issue #33

Bitcoin is pricing as a better-and-better inflation hedge. It is rapidly skewing in favor of an incredibly opportunity and a 2024 squeeze......

Charles Edwards

  • 30 August 2023
  • 9 min read
  • 1,204
  • 23

Issue #32

The Fed is Building a War Chest. A macroeconomic deep dive to help set the stage for the coming Bitcoin bull run......

Charles Edwards

  • 28 April 2023
  • 10 min read
  • 1,600
  • 21

Issue #31

At $29K, Bitcoin’s on-chain fundamentals are not too hot and not too cold. They are just right. Most on-chain fundamentals suggest......

Charles Edwards

  • 1 April 2023
  • 12 min read
  • 2,268
  • 40

Issue #30

The failures of the Federal Reserve in managing the value of money and the failures of the banking system to safeguard assets has once...

Charles Edwards

  • 1 March 2023
  • 15 min read
  • 1,775
  • 17

Issue #29

This newsletter explores a taboo topic. The idea of the impossible, a soft landing. How could the Federal Reserve possibly go from zero interest...

Charles Edwards

  • 1 February 2023
  • 15 min read
  • 2,261
  • 27

Issue #28

Bitcoin’s deep value is slipping away and in its place a new market structure is emerging. A new regime....

Charles Edwards

  • 27 December 2022
  • 9 min read
  • 2,944
  • 34

Issue #27

We believe the 2020s will be the decade of hard money, much like the 1970s was. Leaving stocks in the dust. If you agree,...

Charles Edwards

  • 3 December 2022
  • 11 min read
  • 1,791
  • 31

Issue #26

The crypto world was shaken to the core in November as top three exchange FTX was exposed as the biggest fraud since Bernie Madoff...

Charles Edwards

  • 1 November 2022
  • 9 min read
  • 1,935
  • 22

Issue #25

We crack open the rarest of Bitcoin value metric readings you can count on one hand every 5 years. We dive into the troubling...

Charles Edwards

  • 20 September 2022
  • 15 min read
  • 2,950
  • 26

Issue #24

This month we deep dive into the macro and make the case for the Fed Pivot being just around the corner. We explain why...

Charles Edwards