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China’s Coming to Crypto

China’s Coming to Crypto

ByteFolio Issue 135; 💡This issue covers Stacks (STX) and Sandbox (SAND). As Bitcoin flirts with $100k, we should remember that big round numbers are often a stalling point. Bitcoin challenged: * $10 in June 2011, with consolidation until November 2012. * $100 in March 2013, with consolidation until October 2013. * $1,000

Could Uptober Be Upended?

Could Uptober Be Upended?

ByteFolio Issue 127; 💡This issue covers The Open Network (TONCOIN), Stacks (STX), Ethereum (ETH), Celo (CELO), and Arkham (ARKM). During this morning’s analyst call, Uptober came up. Given how the Uptober thesis had become so widespread, I asked for views on how likely an autumn Bitcoin rally was this

Censored

Censored

ByteFolio Issue 123; 💡This issue covers The Open Network (TONCOIN), MakerDAO (MKR), Reserve Rights (RSR), Stacks (STX), Velo (VELO) and Kaspa (KAS). The X social network has been switched off in Brazil as Musk has allegedly refused to follow local Brazilian laws. It has been blocked by the supreme court

The Trump Bump

The Trump Bump

ByteFolio Issue 116; 💡This issue covers Solana (SOL), The Open Network (TON), Render (RNDR), Stacks (STX), and Paycoin (PCI). Bitcoin has jumped over the weekend, with many media outlets attributing the attempted assassination of the Republican presidential candidate and former US President Trump as a driver. Bitcoin Trend score 3/

Crypto Slowdown

Crypto Slowdown

ByteFolio Issue 112; 💡This issue covers THORChain (RUNE), Stacks (STX), Uniswap (UNI), Rocket Pool (RPL), and Jasmy (JASMY). All the promises of halving that would send Bitcoin to the moon have been empty. Despite strong inflows into the ETFs this year, the price keeps hitting resistance above $70,000. Today,

Bitcoin Dominance

Bitcoin Dominance

ByteFolio Issue 107; Many find it surprising that Ethereum (ETH in blue) has continued underperforming Bitcoin this cycle. There was a relative high in late 2021 (red), but that was below the levels seen in 2018. Bitcoin has done more than twice as well as ETH over the past 6.

Predictions for Bitcoin’s Fifth Epoch

Predictions for Bitcoin’s Fifth Epoch

ATOMIC 96; The last two halving cycles saw post-halving October breakouts, but it happened in 2013 as well, albeit a second run on that occasion. Little wonder it’s called Uptober. If I had to guess, I would go with a repeat of that thesis in 2024, as it would