CHAINLETTER
@bagster.skystack.xyz
Fortnightly analysis - as opposed to news - of bitcoin and crypto from a UK based crypto fund management team.
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This is an automated Substack Account of https://bagster.substack.com
Discover more/Create at: @skystack.xyz
Crypto and Gold collide, and why the CLARITY Act is so important • On-Chain Commodity Markets Are No Longer a Rounding Error
Crypto and Gold collide, and why the CLARITY Act is so important
On-Chain Commodity Markets Are No Longer a Rounding Error
bagster.substack.com
February 6, 2026 at 12:42 PM
Crypto and Gold collide, and why the CLARITY Act is so important • On-Chain Commodity Markets Are No Longer a Rounding Error
The Future of Digital Assets • As bitcoin faces an existential crisis we turn our attention to the real use cases being built on blockchain
The Future of Digital Assets
As bitcoin faces an existential crisis we turn our attention to the real use cases being built on blockchain
bagster.substack.com
February 6, 2026 at 12:42 PM
The Future of Digital Assets • As bitcoin faces an existential crisis we turn our attention to the real use cases being built on blockchain
Bitcoin Isn't Working • A discussion of why bitcoin's incorrect categorisation as "digital gold" is turning out to be highly problematic
Bitcoin Isn't Working
A discussion of why bitcoin's incorrect categorisation as "digital gold" is turning out to be highly problematic
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin Isn't Working • A discussion of why bitcoin's incorrect categorisation as "digital gold" is turning out to be highly problematic
Opportunity in Despair • We reiterate our view that we are scraping the lows of this bitcoin cycle
Opportunity in Despair
We reiterate our view that we are scraping the lows of this bitcoin cycle
bagster.substack.com
February 6, 2026 at 12:42 PM
Opportunity in Despair • We reiterate our view that we are scraping the lows of this bitcoin cycle
Bitcoin Is Poised For A Bumper 2026 - CHAINLETTER 71 • A look at what has held crypto back in 2025, and what propels it forward in 2026
Bitcoin Is Poised For A Bumper 2026 - CHAINLETTER 71
A look at what has held crypto back in 2025, and what propels it forward in 2026
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin Is Poised For A Bumper 2026 - CHAINLETTER 71 • A look at what has held crypto back in 2025, and what propels it forward in 2026
World Mobile’s Stratospheric Shift • Connectivity From the Edge of Space
World Mobile’s Stratospheric Shift
Connectivity From the Edge of Space
bagster.substack.com
February 6, 2026 at 12:42 PM
World Mobile’s Stratospheric Shift • Connectivity From the Edge of Space
Darkest Before the Dawn: Crypto’s Clash with Traditional Finance • Navigating the Tensions Between Crypto Innovation and Legacy Finance as the Market Prepares for a Turning Point.
Darkest Before the Dawn: Crypto’s Clash with Traditional Finance
Navigating the Tensions Between Crypto Innovation and Legacy Finance as the Market Prepares for a Turning Point.
bagster.substack.com
February 6, 2026 at 12:42 PM
Darkest Before the Dawn: Crypto’s Clash with Traditional Finance • Navigating the Tensions Between Crypto Innovation and Legacy Finance as the Market Prepares for a Turning Point.
Aave Launches Its Consumer Savings App • Is this the next step towards adoption?
Aave Launches Its Consumer Savings App
Is this the next step towards adoption?
bagster.substack.com
February 6, 2026 at 12:42 PM
Aave Launches Its Consumer Savings App • Is this the next step towards adoption?
Bitcoin Back In The Accumulation Zone • What Next?
Bitcoin Back In The Accumulation Zone
What Next?
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin Back In The Accumulation Zone • What Next?
Is Quantum Computing Really Bitcoin’s Doomsday? • A Clear Look Behind the Noise
Is Quantum Computing Really Bitcoin’s Doomsday?
A Clear Look Behind the Noise
bagster.substack.com
February 6, 2026 at 12:42 PM
Is Quantum Computing Really Bitcoin’s Doomsday? • A Clear Look Behind the Noise
Bitcoin's Moment of Weakness - CHAINLETTER 70 • Bitcoin's Price Stumbles but the Tech Keeps Getting Better
Bitcoin's Moment of Weakness - CHAINLETTER 70
Bitcoin's Price Stumbles but the Tech Keeps Getting Better
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin's Moment of Weakness - CHAINLETTER 70 • Bitcoin's Price Stumbles but the Tech Keeps Getting Better
The Dream Of Internet Micro-Payments Becomes Reality: x402 explained • One of the original problems of an internet without native "internet money" is now being solved. This is big.
The Dream Of Internet Micro-Payments Becomes Reality: x402 explained
One of the original problems of an internet without native "internet money" is now being solved. This is big.
bagster.substack.com
February 6, 2026 at 12:42 PM
The Dream Of Internet Micro-Payments Becomes Reality: x402 explained • One of the original problems of an internet without native "internet money" is now being solved. This is big.
How the Collapse of Bitcoin Holding Companies Rewrites Demand
How the Collapse of Bitcoin Holding Companies Rewrites Demand
bagster.substack.com
February 6, 2026 at 12:42 PM
How the Collapse of Bitcoin Holding Companies Rewrites Demand
Inside Perpetuals: The Cornerstone of Modern Crypto Trading
Inside Perpetuals: The Cornerstone of Modern Crypto Trading
bagster.substack.com
February 6, 2026 at 12:42 PM
Inside Perpetuals: The Cornerstone of Modern Crypto Trading
The AWS Outage: A Wake-Up Call for Digital Resilience • Crypto's Centralisation Wake-Up from AWS outage
The AWS Outage: A Wake-Up Call for Digital Resilience
Crypto's Centralisation Wake-Up from AWS outage
bagster.substack.com
February 6, 2026 at 12:42 PM
The AWS Outage: A Wake-Up Call for Digital Resilience • Crypto's Centralisation Wake-Up from AWS outage
Bitcoin Is A Long Term Buy - CHAIN LETTER 68 • There’s a strong two-way pull in the bitcoin market at the moment. For those wanting long term capital appreciation, however, these are the rare moments to get involved.
Bitcoin Is A Long Term Buy - CHAIN LETTER 68
There’s a strong two-way pull in the bitcoin market at the moment. For those wanting long term capital appreciation, however, these are the rare moments to get involved.
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin Is A Long Term Buy - CHAIN LETTER 68 • There’s a strong two-way pull in the bitcoin market at the moment. For those wanting long term capital appreciation, however, these are the rare moments to get involved.
Crypto Crumble • Last night the bottom fell out of the crypto market. The trigger seems to have be a renewed round of punitive trade tariffs imposed by Donald Trump on China. Here are our initial thoughts.
Crypto Crumble
Last night the bottom fell out of the crypto market. The trigger seems to have be a renewed round of punitive trade tariffs imposed by Donald Trump on China. Here are our initial thoughts.
bagster.substack.com
February 6, 2026 at 12:42 PM
Crypto Crumble • Last night the bottom fell out of the crypto market. The trigger seems to have be a renewed round of punitive trade tariffs imposed by Donald Trump on China. Here are our initial thoughts.
You Can Have Bitcoin ETNs, But You Can’t - CHAINLETTER 67 • On the 5th anniversary of the original banning of bitcoin ETFs in the UK, and despite the promises, it seems we’ve hardly advanced at all
You Can Have Bitcoin ETNs, But You Can’t - CHAINLETTER 67
On the 5th anniversary of the original banning of bitcoin ETFs in the UK, and despite the promises, it seems we’ve hardly advanced at all
bagster.substack.com
February 6, 2026 at 12:42 PM
You Can Have Bitcoin ETNs, But You Can’t - CHAINLETTER 67 • On the 5th anniversary of the original banning of bitcoin ETFs in the UK, and despite the promises, it seems we’ve hardly advanced at all
Bitcoin US$650,000 - CHAINLETTER 66 • A look at bitcoin valuation through the lens of inverse volatility
Bitcoin US$650,000 - CHAINLETTER 66
A look at bitcoin valuation through the lens of inverse volatility
bagster.substack.com
February 6, 2026 at 12:42 PM
Bitcoin US$650,000 - CHAINLETTER 66 • A look at bitcoin valuation through the lens of inverse volatility
A Conversation About Bitcoin - Concerns and Opportunity • Charlie Erith talks to Freddie New, from Bitcoin Policy UK
A Conversation About Bitcoin - Concerns and Opportunity
Charlie Erith talks to Freddie New, from Bitcoin Policy UK
bagster.substack.com
February 6, 2026 at 12:42 PM
A Conversation About Bitcoin - Concerns and Opportunity • Charlie Erith talks to Freddie New, from Bitcoin Policy UK
Crypto Consolidates as Macro Clouds Loom • Gold's Rally, and Macro Headwinds
Crypto Consolidates as Macro Clouds Loom
Gold's Rally, and Macro Headwinds
bagster.substack.com
February 6, 2026 at 12:42 PM
Crypto Consolidates as Macro Clouds Loom • Gold's Rally, and Macro Headwinds
Hyper-Narcissism and the Collapse Of Shared Morality • Why sound money wins
Hyper-Narcissism and the Collapse Of Shared Morality
Why sound money wins
bagster.substack.com
February 6, 2026 at 12:42 PM
Hyper-Narcissism and the Collapse Of Shared Morality • Why sound money wins
Tron - Stablecoin Powerhouse Under Pressure • Navigating Growth and Challenges in 2025
Tron - Stablecoin Powerhouse Under Pressure
Navigating Growth and Challenges in 2025
bagster.substack.com
February 6, 2026 at 12:42 PM
Tron - Stablecoin Powerhouse Under Pressure • Navigating Growth and Challenges in 2025
Gold Break & Democratic Communism • Sound money continues to appreciate, for good reason
Gold Break & Democratic Communism
Sound money continues to appreciate, for good reason
bagster.substack.com
February 6, 2026 at 12:42 PM
Gold Break & Democratic Communism • Sound money continues to appreciate, for good reason
Amboss: Revolutionising Liquidity and Yield in the Lightning Network • Putting Bitcoin to Work
Amboss: Revolutionising Liquidity and Yield in the Lightning Network
Putting Bitcoin to Work
bagster.substack.com
February 6, 2026 at 12:43 PM
Amboss: Revolutionising Liquidity and Yield in the Lightning Network • Putting Bitcoin to Work