Specialising in Bitcoin, Gold and Digital Assets

ByteTree Asset Management

Investment Manager specialising in bitcoin, gold and digital assets

CEO, ByteTree Asset Management

Commodities

It was a pleasure writing the 10th anniversary special of&nbsp;Atlas Pulse&nbsp;as it reminded me why I started it in the first place. In 2012, I was in Hong Kong on a business trip and stayed on for the Rugby Sevens – as one does. I bumped into Jason Cozens, an old school friend, in the hotel lobby and we got talking about gold.&nbsp; He had set up GoldMadeSimple.com, and later Glint, and wanted gold commentary for his site and asked me if I could help. I agreed to write a monthly, but since I was working for HSBC, I did so under the pseudonym Atlas Pulse.&nbsp; It led to a data-driven approach to gold analysis, which was needed at the time, as the discussion was limited to barbarous relic, conspiracy theories and the collapse of civilization. How little has changed! Atlas Pulse created the gold regime model, the valuation model, and hard-to-create charts such as this little beauty.&nbsp;
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/301/945/original/image_19872336421665163291008.png?1665163293" class="editor-image img-responsive" data-smartkarma-image-id="301945"></figure>
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Source: Atlas Pulse!
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Whatever you might think of gold, the aggregate value is just 27.7% of US equities, when in the past, it has been over 140% during times of war or stress. Upside for sure. In late 2013, I went nuts about bitcoin, with the maiden call to expect an 80% price drop, but not to worry about that because it was going places thereafter. That proved correct, and I was so excited at the time that I founded&nbsp;ByteTree&nbsp;– a spin-off from Atlas Pulse, you might say. In 2015, I was banging the drum to buy bitcoin at $300 as the 200-day moving average turned positive. More importantly, Atlas Pulse published the early bitcoin valuation metrics, such as the network to spend ratio, which was “reinvented” by Willy Woo in 2017 as the Network to Transaction Value ratio in 2017 (NVT).&nbsp; One reader was Merryn Somerset-Webb, the editor of Money Week, and when I left the bank in 2015, she asked me if I could write the&nbsp;Fleet Street Letter. I accepted and am still writing that 7 years later.&nbsp; In the end, all of these great things end up on ByteTree! It’s like a magnet for good ideas. And what would you do if you had spent several years writing about bitcoin and gold? Put them together in&nbsp;BOLD, surely! Another Atlas Pulse spin-off.
<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/301/946/original/image_76555725431665163320504.png?1665163322" class="editor-image img-responsive" data-smartkarma-image-id="301946"></figure>
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Source:&nbsp;<a href="https://bytetree.us3.list-manage.com/track/click?u=a4a4461fba9ee073aaefd6019&amp;id=5a237c8f5d&amp;e=7c019babf2" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://bytetree.us3.list-manage.com/track/click?u%3Da4a4461fba9ee073aaefd6019%26id%3D5a237c8f5d%26e%3D7c019babf2&amp;source=gmail&amp;ust=1665249029017000&amp;usg=AOvVaw0gi3eW8JNxwRVwjRNoWMq-" rel="noopener">ByteTree Terminal</a>
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In a sample of 500 equity ETFs, only 5 have 5-star trends on ByteTrend (our hugely popular trend analysis tool), when measured in BOLD, and they are all centred around Brazil and oil. Over half of the entire universe have 0-star trends when measured in BOLD, including the S&amp;P 500, US Quality Factor, China, Japan, Developed Property, Quality dividend, Semiconductors and so on. Looking to allocate to the world’s two most liquid alternative assets on a risk-weighted basis? Look no further than ByteTree BOLD.
In other news, Seran wrote about EOS in Token Takeaway. This publication was set up to prepare readers for an exciting digital future. I suspect the crypto bear will end before the stockmarket bear and will surge thereafter. The future Googles are being written about in Token Takeaway and hopefully captured in ByteFolio. That’s why it’s important.

It was a pleasure writing the 10th anniversary special of&nbsp;Atlas Pulse&nbsp;as it reminded me why I started it in the first place. In 2012, I was in Hong Kong on a business trip and stayed on for the Rugby Sevens – as one does. I bumped into Jason Cozens, an old school friend, in the hotel lobby and we got talking about gold.&nbsp;  He had set up GoldMadeSimple.com, and later Glint, and wanted gold commentary for his site and asked me if I could help. I agreed to write a monthly, but since I was working for HSBC, I did so under the pseudonym Atlas Pulse.&nbsp;  It led to a data-driven approach to gold analysis, which was needed at the time, as the discussion was limited to barbarous relic, conspiracy theories and the collapse of civilization. How little has changed!  Atlas Pulse created the gold regime model, the valuation model, and hard-to-create charts such as this little beauty.&nbsp;


Source: Atlas Pulse!

Whatever you might think of gold, the aggregate value is just 27.7% of US equities, when in the past, it has been over 140% during times of war or stress. Upside for sure.  In late 2013, I went nuts about bitcoin, with the maiden call to expect an 80% price drop, but not to worry about that because it was going places thereafter. That proved correct, and I was so excited at the time that I founded&nbsp;ByteTree&nbsp;– a spin-off from Atlas Pulse, you might say.  In 2015, I was banging the drum to buy bitcoin at $300 as the 200-day moving average turned positive. More importantly, Atlas Pulse published the early bitcoin valuation metrics, such as the network to spend ratio, which was “reinvented” by Willy Woo in 2017 as the Network to Transaction Value ratio in 2017 (NVT).&nbsp;  One reader was Merryn Somerset-Webb, the editor of Money Week, and when I left the bank in 2015, she asked me if I could write the&nbsp;Fleet Street Letter. I accepted and am still writing that 7 years later.&nbsp;  In the end, all of these great things end up on ByteTree! It’s like a magnet for good ideas. And what would you do if you had spent several years writing about bitcoin and gold? Put them together in&nbsp;BOLD, surely! Another Atlas Pulse spin-off.


Source:&nbsp;ByteTree Terminal

In a sample of 500 equity ETFs, only 5 have 5-star trends on ByteTrend (our hugely popular trend analysis tool), when measured in BOLD, and they are all centred around Brazil and oil. Over half of the entire universe have 0-star trends when measured in BOLD, including the S&amp;P 500, US Quality Factor, China, Japan, Developed Property, Quality dividend, Semiconductors and so on. Looking to allocate to the world’s two most liquid alternative assets on a risk-weighted basis? Look no further than ByteTree BOLD.
In other news, Seran wrote about EOS in Token Takeaway. This publication was set up to prepare readers for an exciting digital future. I suspect the crypto bear will end before the stockmarket bear and will surge thereafter. The future Googles are being written about in Token Takeaway and hopefully captured in ByteFolio. That’s why it’s important.

Gold

10 Years of Atlas Pulse