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Charlie Erith

Charlie Erith

Crypto Carnage, the Sequel

Crypto Carnage, the Sequel

Oh dear. It’s all gone pear-shaped again in cryptoworld, and it looks like the same old story: balance sheet illusion. The collapse of FTX is a shock, but the tremors are unlikely to be of the seismic magnitude of the collapse of LUNA earlier in the year. In fact,

ByteFolio Update 32

ByteFolio Update 32

ByteTree's Crypto Leaders This week we introduce “Movers & Shakers” to ByteFolio. Movers & Shakers will draw attention to any important developments to portfolio holdings, as well as any interesting developments that we are drawn to outside the portfolio. It will enable us to give you a clearer

ByteFolio Update 31

ByteFolio Update 31

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

Calm before the storm?

Calm before the storm?

ATOMIC 71 A move down in real interest rates may provide relief and lead to a major resumption in activity given the technical set-up. Ethereum regains its poise following recent weakness. ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto. Highlights Technicals Ultra-low volatility On-chain Institutions go quiet

ByteFolio Update 30

ByteFolio Update 30

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

Will the Bitcoin Halving Cycle 'Three-Peat'?

Will the Bitcoin Halving Cycle 'Three-Peat'?

Bitcoin has been through two clear “halving” cycles in its short existence, from 2012-2016 and 2016-2020 (epochs 2 and 3 on the chart below). We ignore the first epoch because the asset was too young and wild (even for it) to be of any use. These cycles are book-ended by

Pulling in Both Directions

Pulling in Both Directions

ATOMIC 70 On-chain weakness remains a challenge, but structural factors give room for optimism. Quant tyres are given a kick. Remain at Neutral. ByteTree ATOMIC Analysis of Technical, On-chain, Macro, Investment Flows and Crypto. Highlights Technicals So bad that any good news would be a trigger On-chain Fair valuation falling