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weekly-roundup

Entering a Golden Age: Examining the Case for Gold in a Changed World

Entering a Golden Age: Examining the Case for Gold in a Changed World

Webinar with John Reade, Chief Market Strategist, World Gold Council The title is deliberately ambiguous. It is a sad irony that the time for gold to demonstrate its prowess typically coincides with turbulent economic and political conditions. Gold has returned to the investment conversation. Even before Russia shattered 75 years

Bitcoin and the Financial Lifeboat Narrative

Bitcoin and the Financial Lifeboat Narrative

Bitcoin Network Demand Model There is no positive news from the Network Demand Model again this week as bitcoin on-chain activity remains torpid. After a brief burst of selling, the miners have once again sat on their hands, and Miner’s Rolling Inventory (MRI) has adjusted sharply downwards. Similarly, fees

The ByteTree BOLD Index: An Alternative Asset for Institutional Investors

The ByteTree BOLD Index: An Alternative Asset for Institutional Investors

ByteTree BOLD 2022 got off to a rough start, and the ByteTree BOLD Index has held up well. Gold has risen, just as it normally does when geopolitics heats up. With an 82.6% allocation to gold, BOLD has managed to offset the weakness in bitcoin. Remarkably, the fall in

The Calm Before the Storm?

The Calm Before the Storm?

Week 8 2022 This week, there’s been a slight pick-up in the Network Demand Model as MRI turns back on. But that’s the only good news as all other network health indicators continue to deteriorate. With stories doing the rounds that President Biden will be issuing an executive

Bitcoin's Place on the Money Map Looks Good

Bitcoin's Place on the Money Map Looks Good

Newsletter Issue 113 Our congratulations to Fidelity for being the latest ETF issuer to launch a bitcoin fund in Germany under the ticker FBTC. They see future client demand, and if there isn’t much today, there soon will be. There aren’t many assets that will protect you at

On-Chain Echoes from 2018

On-Chain Echoes from 2018

Week 7 2022 We can’t escape the fact that network demand continues to falter. Last week we were left with only the short-term transaction action signal in positive territory, but once again, there has been no uptick in transaction value to provide follow-through from the recent bounce. This week

Taproot and the Fees Conundrum

Taproot and the Fees Conundrum

Week 6 2022 As far as the Network Demand Model is concerned, the recent bounce in bitcoin should be treated with caution. But it may be that the interpretation of the data needs to change. This week we take a closer look at the moribund fees signal and examine the