HeyJaredCHAINLETTER
Fortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest issues
Bridges, Explained: The Hack That Hit World Mobile, and Why They Keep Breaking (opens the original)
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Where this starts: World MobileWe hold World Mobile. So when its token, WMTx, began being minted over the weekend of 19th September without anyone’s permission, it grabbed our attention quickly.The problem started at SingularityNET, an AI-focused crypto project that runs a bridge several related projects rely on, World Mobile among them. Its incident report describes something more serious than a single stolen password. On the afternoon of 19 September, an attacker began automatically scanning S
Risk Off (opens the original)
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Market Our “Risk Regime” model moves to “Risk-Off”Macro Risk factors: rising bond yields, stronger dollar, spike in the MOVE Index – but little evidence of excess speculation - Vigilant rather than panicked<div class=
The Crypto Recovery Continues - CHAINLETTER 86 (opens the original)
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SummaryMarket: Bad news is good news, crypto rallies as the CLARITY Act failsOn-Chain: Ethereum active addresses continue growing, at the expense of feesCryptoVerse: SEC and CFTC step into the regulatory vacuum, Circle launches Arc, India and Japan explore blockchain for bond settlement.Macro: Crypto recovers as real rates spike, which it shouldn’t, a thought for centi-millionaires in the wake of the
CLARITY Dies, Regulation Doesn’t (opens the original)
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The vote50 for, 49 against. They needed 60.The Digital Asset Market Clarity Act failed its cloture vote on Tuesday afternoon, which in Senate terms means it never got as far as the debate. Bitcoin slid from just under $80,000 to around $76,000.Cynthia Lummis, who wrote the bill, told reporters beforehand that if it failed, “it’s over.” She’s right about this Congress. Senators leave in early October and don’t come back until after the midterms.But “it’s over” is doing a lot of work there.
The Sky Is Not Falling On Our Heads - CHAINLETTER 85 (opens the original)
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We’ve been in a period of consolidation following the mid-August bounce. That’s to be expected, but we remain very constructive as we head into year end. This is because the news on tokenisation of assets remains unrelentingly bullish. In the macro section, we look at the less bearish case for the continued increase in global bond yields, while reporting on a more conciliatory view on the spending spree in AI. Perhaps all is not as gloomy as we’re frequently told.One of the stars of crypto this
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