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Seran Dalvi

Our Highest Conviction Trade

Our Highest Conviction Trade

ByteFolio Issue 97; With Bitcoin back above $65,000, it’s fair to say the space is back in form, but when I see Dogecoin (DOGE) raise its head, I start to feel queasy. It clearly is worthless and pointless, although amusing; at least it used to amuse Elon Musk.

The ECB's Bitcoin Blindness: Missed Opportunities and Financial Stagnation

The ECB's Bitcoin Blindness: Missed Opportunities and Financial Stagnation

ByteFolio Issue 96; The European Central Bank published a piece on their blog, ETF approval for bitcoin – the naked emperor’s new clothes. It was written by a couple of ECB technocrats, Ulrich Bindseil and Jürgen Schaaf, who specialise in payments. They are presumably bright people, in the hard-working and

Crypto Breadth Is Back

Crypto Breadth Is Back

ByteFolio Issue 95; The ByteTree Crypto Average (BCA) is on 5 stars again, which simply means the average token is going up, and this rally could have much further to go. BCA Is 5 Stars We also see the dollar breadth very strong on this five-year chart. It is heading

Back in the Game

Back in the Game

ByteFolio Issue 94; The landscape of Web3 gaming holds immense promise, yet it has long struggled to realise its full potential. Despite this lag, there is a notable emergence of platforms within the gaming sphere on ByteTrend.io. Gaming-focused platforms, like ImmutableX and Ronin, and platforms with huge gaming ecosystems,

Cash on the Blockchain

Cash on the Blockchain

ByteFolio Issue 93; President Nayib Bukele has been re-elected as El Salvador’s president with an impressive 85% share of the vote. Having imprisoned 2% of the adult male population, identified as gang members with their facial tattoos, the crime rate has collapsed, making El Salvador a safer place to

Tether Dominates Stablecoins

Tether Dominates Stablecoins

ByteFolio Issue 92; It was only last March that Silicon Valley Bank (SIVB) collapsed. It had mismanaged its bond portfolio and quickly suffered a run on its deposits, making it unviable. Circle was a leading issuer of stablecoins, and being regulated, were one of the “good guys” in the crypto

The Pre-halving Pause

The Pre-halving Pause

ByteFolio Issue 91; The US Bitcoin ETFs have traded for seven days. I will cover this in more detail in ATOMIC (on bitcoin) later this week, but early figures suggest it is somewhat disappointing. I see net inflows into bitcoins ETFs of $572 million, which is a terrific number, but