Reletter
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Archimed Capital research hub

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Substack
PricingOnly free issuesPublishesWeekly
Issues139Founded3 years agoLast Issue7 days ago
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Latest Issues

The Insider

Bitcoin spent the week doing almost nothing, which, after the last fortnight, is information in itself. BTC finished roughly +1%, ETH +0.5%, SOL -1% and TOTALE100 -0.2%, with Bitcoin oscillating between roughly -2% and +3% all within sthe s...

7 days ago
1

The Insider

Crypto has now done the one thing our prior base case could not tolerate: Bitcoin broke through $82,000. BTC gained roughly 4.8% over the week, ETH 2.5%, SOL 12% and TOTALE100 [total crypto market capitalisation outside the top 100] +10.43%...

14 days ago
2

The Insider

Crypto rallied into a backdrop that should have made life harder. The Fed hiked, long-end yields remained elevated, September seasonality is moving into its historically weaker window, and geopolitical risk continues to build. Yet crypto mo...

21 days ago
1

The Insider

Crypto gave back some of previous week’s improvement. At the time of writing, BTC is down roughly 3.5% on the week, ETH -0.25%, SOL -4.4% and total crypto market cap around -3%.

Underneath the headline move, the tape was more interesting....

a month ago
1

The Insider

Crypto moved fairly sideways last week. At the time of writing, the Total market cap for crypto was up 2.2% week of week, BTC finished the week +1.7%, ETH +0.5% and SOL +1.5%. Nothing dramatic, but underneath the headline numbers the tape h...

a month ago
2

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Authors

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  • Benjamin

    Research @ Archimed Capital

  • Archimed Capital

    Backing Web3 Builders

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