Webinar: Crypto Is At The Start Of A New Bull Market
Join us as we argue that we are at the bottom of a new cycle, driven by a massive new use case
CHAINLETTER
Fortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.
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Latest episodes
CRYPTO IS AT THE START OF A NEW BULL MARKET - CHAINLETTER 83
Summary
GEODNET: The Rails For Physical AI
How GEODNET built the world's largest RTK network, and turned enterprise revenue into a deflationary token.
Crypto Comes Back To Life - CHAINLETTER 82
Summary
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.
Risk On - CHAINLETTER 81
Our internal risk regime indicator has moved from Neutral-Low to Risk-On.
Don't Be Fooled By Crypto Fees Alone
Understanding the economics of a token is far more important than predicting fees
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.
Everything Is Deranged - CHAINLETTER 80
The signals no longer add up
Crypto Needs A Re-Set - CHAINLETTER 79
Why bitcoin's breakdown could be crypto's most important moment.
State of Prediction Markets 2026: On-Chain Adoption, Polygon's Bet, and Hyperliquid's Next Move
Polymarket, Polygon, and the emerging Hyperliquid challenge: a structural analysis of crypto's first mainstream consumer category
What Are Crypto Tokens?
What Do I Own?
Will The Bitcoin Rally Peter Out? - CHAINLETTER 78
Nervous times for bitcoin and crypto
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.
The Broken Promise of Crypto Gaming
Why blockchain never conquered the world's largest entertainment industry and what might actually come next.
What's Going On in DeFi?
Cross-chain bridges, centralisation risk, and a $293 million lesson for the industry
Doctor Bitcoin? - CHAINLETTER 77
In a hyper-financialised world, is bitcoin a lead indicator?
Bad Internals – CHAINLETTER 76
April is the cruellest month because it promises so much.
Crypto Outperforms At A Time Of Intense Market Risk - CHAINLETTER 75
Crypto continues to show relative strength
Aave Labs VS Aave DAO
Aave is currently facing a governance crisis