atomic

ATOMIC 88; It’s going to get ugly out there, but there is no evidence that Bitcoin is the problem. It trades at fair value, halving is just eight months away, and if the Fed balls this up, which they will, they’ll print their way out of trouble. What

ATOMIC 87; My thanks to Charlie Erith for his splendid work on these pages since October. I’m sorry folks, but he’s moved on to manage The Bitcoin and General Fund full-time, so you’re stuck with me again. ATOMIC, ByteTree’s deep dive on Bitcoin, will be published

ATOMIC 86; The entrance of Blackrock into the bitcoin space is a game-changer. It is another step towards the institutional legitimisation of bitcoin as an investable financial asset. Our bullish stance is retained.

ATOMIC 85; The bitcoin price stays in a range, but the way it is behaving is consistent with a cyclical bottom. The network remains active, and there is continued regulatory progress and institutional experimentation with use cases. Policy error might be the next big catalyst. Highlights Technicals Low exchange volume

ATOMIC 84 The recent shift to a positive real-rate environment has presented a headwind for the bitcoin price, but the network remains vibrant, and the technology continues to evolve. After a period of relentless BTC dominance, there are the tiniest of hints that we might start to see better relative

ATOMIC 83 It seems likely that this hiking cycle is over. But the economic outlook remains precarious. Inflation levels and policy reactions are likely to remain volatile, particularly if deflation threatens. This will continue to drive asset allocators to sound money. Meanwhile, the surge in on-chain transactions demonstrates how bitcoin