Research Weekly - 1Q24 Review and Look Ahead
Research
Research Weekly - 1Q24 Review and Look Ahead
4/5/2024
Research Weekly - Charting Drawdowns During Up Cycles
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Research Weekly - Charting Drawdowns During Up Cycles
3/22/2024
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?
2/23/2024
Research Weekly - A Massive Backlog of Transactions Awaits Confirmation
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The Changing Accounting Treatment for Bitcoin
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Research Weekly - All That Glitters Does Not Have Cash Flow
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Research Weekly - A Look at Trader Positioning Through Derivates Data
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Research Weekly - A Big Overhang is Lifted as Binance and CZ Plead Guilty
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Research Weekly - Inflation and the Turkey Investment Thesis
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Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
Stone Ridge 2024 Investor Letter
Investor Letters
Bitcoin's Protection under the First Amendment
Perspectives
Stone Ridge 2023 Investor Letter
Investor Letters
Through the Looking Glass: The FTX and Alameda Saga
Perspectives
On Impossible Things Before Breakfast
Perspectives
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
Resources
The Impact of Bitcoin’s Reward Halvings
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Bitcoin’s Long-Term Compounding Effects
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