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

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Substack
PricingFreemiumPublishesWeekly
Issues159Founded4 years agoLast Issue10 days ago
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Latest Issues

Price Dispersion In A Risk Off Market – CHAINLETTER 88

Summary

  • Market Remain Risk Off as crypto stumbles; price dispersion suggests a maturing market.

  • On-Chain Institutional adoption…really? Identifying demand and supply drivers in bitcoin and Ethereum

  • CryptoVerse Updates on NEA...

10 days ago
2

Bridges, Explained: The Hack That Hit World Mobile, and Why They Keep Breaking

What actually goes wrong when a bridge gets hacked, and what we look for

Where this starts: World Mobile

20 days ago
Paid

Risk Off

The Wiston Capital “risk regime” model turns bearish

Market Our “Risk Regime” model moves to “Risk-Off”

22 days ago
Paid

The Crypto Recovery Continues - CHAINLETTER 86

Washington stalls, the institutions keep building

Summary

a month ago
2
Paid

CLARITY Dies, Regulation Doesn’t

The vote

The vote

a month ago
1
Paid

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Authors

The writers behind this newsletter.

  • Charlie Erith
  • Jake Anderson

    Crypto fanatic with a keen eye for industry disrupters

  • Ali

    4+ Years in Crypto Research

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