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 | 147 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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bagster.substack.comLatest Issues
Crypto Comes Back To Life - CHAINLETTER 82
Summary
- Market: The market is basing; Strategy’s selling settles nerves, but is “less bad” rather than good; we’re at the bottom of the four-year cycle; CLARITY Act remains a key catalyst; Robinhood Chain launches on Ethereum; ETH p...
Ethereum Is Rebuilding for Institutions and Agents
Ethereum just laid out its biggest rebuild since the Merge. It is a seminal change and lays the foundations for long term dominance, much as we have anticipated.
Ethereum has had a miserable year on the screen. The price is down more than...
Risk On - CHAINLETTER 81
Our internal risk regime indicator has moved from Neutral-Low to Risk-On.
Summary
Don't Be Fooled By Crypto Fees Alone
Understanding the economics of a token is far more important than predicting fees
We put out a note recently called “What Are Crypto Tokens?”, setting out how we judge a token. Not by the size of the protocol, but by whether the money it e...
Will Quantum Kill Crypto?
A day of stupid questions at a quantum conference, and what we learned about the threat everyone keeps warning us about.
We hear it constantly. Quantum computers are going to break crypto. It comes up at dinners, on panels, in the replies....
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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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