What Network Activity Says About the Cycle As BTC Hits a New High
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What Network Activity Says About the Cycle As BTC Hits a New High
3/8/2024
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Predicting Bitcoin ETF Fund Flows
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Predicting Bitcoin ETF Fund Flows
3/1/2024
Who Owns Bitcoin ETFs?
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Who Owns Bitcoin ETFs?
2/23/2024
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Spot ETF Launches Set a New Standard
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Spot ETF Launches Set a New Standard
2/16/2024
Research Weekly - BlackRock’s Consistent Premiums
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Research Weekly - BlackRock’s Consistent Premiums
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Research Weekly - ETFs Swing to an Inflow as Kinks are Worked Out
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Research Weekly - ETFs Swing to an Inflow as Kinks are Worked Out
2/2/2024
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
June 13, 2025
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Move Over mNAV, Here’s Something Better
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We’re at an All-Time High
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Bitcoin Treasury Corporations
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Billions of Dry Powder at Bitcoin Treasury Companies
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Bitcoin Decouples, Tentatively
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Comparing Bitcoin and Gold
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NYDIG Bitcoin 101
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The Temporalities of Bitcoin Returns
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A Look at Geographic Drivers of Returns
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The Power of Bitcoin's Network Effect
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Illuminating the Path Forward
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