CHAINLETTER
Charlie Erith, Ali, Jake AndersonFortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 156 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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bagster.substack.comLatest Issues
The Crypto Recovery Continues - CHAINLETTER 86
Summary
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Market: Bad news is good news, crypto rallies as the CLARITY Act fails
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On-Chain: Ethereum active addresses continue growing, at the expense of fees
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CryptoVerse: SEC and CFTC step into the regulatory vacuum, Circle...
CLARITY Dies, Regulation Doesn’t
The vote
50 for, 49 against. They needed 60.
The Digital Asset Market Clarity Act failed its cloture vote on Tuesday afternoon, which in Senate terms means it never got as far as the debate. Bitcoin slid from just under $80,000 to arou...
The Sky Is Not Falling On Our Heads - CHAINLETTER 85
We’ve been in a period of consolidation following the mid-August bounce.
We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is beca...
Aerodrome: The Engine Under the Exchange
We set out a framework earlier this year for separating protocols that function as productive businesses from those operating as leaky buckets, redistributing value until they exhaust themselves.
We set out a framework earlier this year fo...
Debasement Special
Observations on crypto as the Fed tries to calm the bond market
You’ll have seen some striking crypto price moves over the last 24 hours. This is a direct reaction to the latest US Treasury intervention in the bond market.
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Authors
The writers behind this newsletter.
4+ Years in Crypto Research
Crypto fanatic with a keen eye for industry disrupters
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