Reletter
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Archimed Capital research hub

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Substack
PricingOnly free issuesPublishesWeekly
Issues132Founded3 years agoLast Issue13 days ago
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Latest Issues

The Insider

The tone un crypto improved last week and showing early signs of stabilisation rather than a confirmed trend reversal. In crypto, selling pressure and institutional outflows have eased, but price actions still needs to reclaim important tre...

13 days ago

The Insider

Crypto’s tone improved meaningfully this week, helped by a softer macro pulse and a wobble in AI leadership that gave oversold risk assets room to breathe. After weeks of forced selling, weak ETF demand, and increasingly defensive positioni...

20 days ago
2

The Insider

In last week’s, Insider - The Bounce needs flow, we argued that crypto was in a bottoming process, not in an all-clear. That remains the right frame. The bounce never really earned the right to become a trend, and this week the missing ingr...

a month ago
2

Fund Background

Our thesis for crypto & AI and where we believe value will accrue

The Internet of Value meets the Age of Intelligence


The point, up front

Two technologies are reshaping the economy at once: blockchains, which give the world a na...

a month ago
1

The Insider

In last weeks The Insider - Technical Reversal, we said the market was in a bottoming process, not an all-clear. That is still the right frame. The bounce arrived exactly where it should have: after a washout, after positioning got cleaned...

a month ago
1

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Authors

The writers behind this newsletter.

  • Benjamin

    Research @ Archimed Capital

  • Archimed Capital

    Backing Web3 Builders

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