CHAINLETTER
Charlie Erith, Jake Anderson, AliFortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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bagster.substack.comLatest Issues
Will Quantum Kill Crypto?
We hear it constantly. Quantum computers are going to break crypto. It comes up at dinners, on panels, in the replies. We nod along, agree it sounds like a problem, and move on. None of us have ever actually stopped to look.
Which is awkwa...
Everything Is Deranged - CHAINLETTER 80
Bitcoin is back at its 2021 peak and nobody can quite agree why. Around it, markets are behaving in ways that don’t fit the traditional models: bonds and gold telling opposite stories, indices propped up by passive flows, and a US$4 trillio...
Crypto Needs A Re-Set - CHAINLETTER 79
Why bitcoin's breakdown could be crypto's most important moment.
Bitcoin and most crypto prices have fallen sharply over the last few weeks. It’s hard to see how bitcoin recovers from this point. Given its dominant market share of the sect...
State of Prediction Markets 2026: On-Chain Adoption, Polygon's Bet, and Hyperliquid's Next Move
Polymarket, Polygon, and the emerging Hyperliquid challenge: a structural analysis of crypto's first mainstream consumer category
Executive Summary
What Are Crypto Tokens?
What Do I Own?
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Authors
The writers behind this newsletter.
Crypto fanatic with a keen eye for industry disrupters
4+ Years in Crypto Research
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