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Charlie Erith

Charlie Erith

Heavy Going

Heavy Going

There’s been little action this week across the portfolios. Markets are taking a breather as investors try to decipher multiple conflicting signals. Will inflation abate? How can that happen if unemployment is so low? Why is gold going down and bitcoin flat? Why are markets holding up so well

Bitcoin's Golden Cross

Bitcoin's Golden Cross

ATOMIC 78 Bitcoin has made a golden cross. It’s only the third time in three years. Meanwhile, we note that good regulators are not hostile regulators, which at least one member of the SEC agrees with. ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto. Highlights Technicals

Value Makes a Comeback

Value Makes a Comeback

ChartBytes; ChartBytes is a publication showing a selection of observations from the ByteTree Terminal. It covers ByteTrend charts, on-chain data, fund flows, gold valuations and anything else interesting that we think is worth sharing. In this edition, we show how Value has made a comeback and why it’s time

ByteFolio Update 46

ByteFolio Update 46

ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit traders. It will

ByteFolio Update 45

ByteFolio Update 45

ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit traders. It will

Bitcoin Pauses for Thought

Bitcoin Pauses for Thought

ATOMIC 77 There’s a lot to digest after a 40% gain in a few weeks. Valuation seems about right, on-chain activity mildly positive, but question marks abound over the macro narrative. CBDCs are an obvious crypto use case, but is that a good thing for bitcoin? ByteTree ATOMIC Analysis

ByteFolio Update 44

ByteFolio Update 44

ByteTree's Crypto Leaders ByteFolio brings together ATOMIC, ByteTrend and Token Takeaway to create ByteTree’s model portfolio, known as ByteFolio. This is a selection of crypto tokens, which are weighted according to their risk/reward characteristics. ByteFolio has a modest turnover and will not suit traders. It will