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

Platform
Substack
PricingFreemiumPublishesWeekly
Issues162Founded4 years agoLast Issue3 days ago
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Artwork for CHAINLETTER

Latest Issues

Lock-In - CHAINLETTER 90

Summary

  • Market: Binance hack barely dents the majors; altcoins retrace to their trend lines; risk model back to Neutral-Low

  • On-Chain: Traders go on-chain; BitMine buys while Strategy defends; the queue to stake holds firm

*...

3 days ago

Massive Binance Hack: Crypto Tested Again

Crypto has a habit of taking two steps forward and then finding a new way to remind everyone how much work there is still to do. In CHAINLETTER 89, we highlighted some early signs that conditions were beginning to improve. Our liquidity mod...

8 days ago
3

Off the Bottom Rung - CHAINLETTER 89

Summary

  • Market: Model moves up to Neutral-Low; bitcoin dominance is no guide to what comes next

  • On-Chain: Bitcoin hashrate recovers and miners aren’t selling

  • CryptoVerse: JPMorgan brings JPM Coin to Ethereum, Chainlink v P...

16 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

a month ago
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Authors

The writers behind this newsletter.

  • Charlie Erith
  • Ali

    4+ Years in Crypto Research

  • Jake Anderson

    Crypto fanatic with a keen eye for industry disrupters

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