Research Weekly - 1Q24 Review and Look Ahead
4/5/2024
Research Weekly - Charting Drawdowns During Up Cycles
3/22/2024
What Network Activity Says About the Cycle As BTC Hits a New High
3/8/2024
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Who Owns Bitcoin ETFs?
2/23/2024
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Research Weekly - Estimating the Price Impact from Large Sellers
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Research Weekly - Crypto Fund Discounts Persist as the Landscape is Set to Change
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Research Weekly - Bitcoin Ownership Propels MicroStrategy Stock Performance
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Research Weekly - Bitcoin Bounces Around
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Bitcoin's Protection under the First Amendment
September 25, 2024
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Research Weekly - 4Q23 Review and Look Ahead
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Stone Ridge 2023 Investor Letter
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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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Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
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The Impact of Bitcoin’s Reward Halvings
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Bitcoin’s Long-Term Compounding Effects
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The Temporalities of Bitcoin Returns
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