Move Over mNAV, Here’s Something Better
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We’re at an All-Time High
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Billions of Dry Powder at Bitcoin Treasury Companies
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STRC, SATA, and the Bitcoin-Backed Preferred Family
March 20, 2026
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Historical Parallels: The 2022 Cycle and Today’s Drawdown
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March 13, 2026
Bitcoin, Not Software Stocks
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March 6, 2026
Correct “Coinbase Premium” Implies Capital Flight
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February 20, 2026
Bitcoin’s Cycle Reasserts Itself: Where We Are and What Comes Next
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February 6, 2026
Speculation in an Attention-Constrained Market
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January 30, 2026
Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
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Research Weekly - Burning Man and Bitcoin: What They Have in Common
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September 8, 2023
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Research Weekly - Crypto Corrects Even as ETF Activity Heats Up
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August 18, 2023
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The Race for Crypto ETFs Keeps Expanding
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August 11, 2023
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Summer VOLdrums Come to Bitcoin
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August 5, 2023
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Research Weekly - Litecoin’s Halving Cycle May Hold Clues for Bitcoin Investors
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July 28, 2023
A Primer On Bitcoin Mining
Resources
April 29, 2022
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
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November 11, 2021
The Impact of Bitcoin’s Reward Halvings
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July 28, 2021
Bitcoin’s Long-Term Compounding Effects
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July 19, 2021
The Temporalities of Bitcoin Returns
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February 18, 2021
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