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Fortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues141Founded3 years agoLast Issue15 days ago
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Latest Issues

Crypto Needs A Re-Set - CHAINLETTER 79

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 sector that’s clearly a problem for most other coins and tokens, but i...

15 days ago

State of Prediction Markets 2026: On-Chain Adoption, Polygon's Bet, and Hyperliquid's Next Move

Executive Summary

On-chain prediction markets are among the first product category in financial technology where a meaningful retail audience is transacting on a public blockchain at scale. Polymarket, which runs on Polygon PoS and settl...

17 days ago
1

What Are Crypto Tokens?

Read the full report here:


What Are Crypto Tokens

803KB ∙ PDF file

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Executive Summary

The central question this report addresses is one we have heard repeatedly since publishing History Doesn’t Repeat,...

19 days ago
1

Will The Bitcoin Rally Peter Out? - CHAINLETTER 78

Nervous times for bitcoin and crypto

Market Bitcoin rallies to an important level - for several reasons we are nervous. Global Liquidity indicators are flashing warning signs and volatility has collapsed.

a month ago
1
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History Doesn't Repeat, But It Rhymes: The Case for Crypto's Re-Rating

What Amazon, Netflix and Facebook Teach Us About Today's Crypto Market.

EXECUTIVE SUMMARY

2 months ago
3
Paid

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Authors

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  • Charlie Erith
  • Jake Anderson

    Crypto fanatic with a keen eye for industry disrupters

  • Ali

    4+ Years in Crypto Research

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