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Notes on a Candle

Notes on a Candle

Notes on a Candle

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Notes on a Candle
8/25/2023
Research Weekly - Crypto Corrects Even as ETF Activity Heats Up

Research Weekly - Crypto Corrects Even as ETF Activity Heats Up

Research Weekly - Crypto Corrects Even as ETF Activity Heats Up

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Research Weekly - Crypto Corrects Even as ETF Activity Heats Up
8/18/2023
The Race for Crypto ETFs Keeps Expanding

The Race for Crypto ETFs Keeps Expanding

The Race for Crypto ETFs Keeps Expanding

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Research
The Race for Crypto ETFs Keeps Expanding
8/11/2023
Summer VOLdrums Come to Bitcoin

Summer VOLdrums Come to Bitcoin

Summer VOLdrums Come to Bitcoin

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Summer VOLdrums Come to Bitcoin
8/5/2023
Research Weekly - Litecoin’s Halving Cycle May Hold Clues for Bitcoin Investors

Research Weekly - Litecoin’s Halving Cycle May Hold Clues for Bitcoin Investors

Research Weekly - Litecoin’s Halving Cycle May Hold Clues for Bitcoin Investors

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Research Weekly - Litecoin’s Halving Cycle May Hold Clues for Bitcoin Investors
7/28/2023
Research Weekly - Hash Rate Ramps as Pool Share Shifts and Public Miners Up Output

Research Weekly - Hash Rate Ramps as Pool Share Shifts and Public Miners Up Output

Research Weekly - Hash Rate Ramps as Pool Share Shifts and Public Miners Up Output

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Research Weekly - Hash Rate Ramps as Pool Share Shifts and Public Miners Up Output
7/21/2023
Progress on Quantum Computing and its Impact on Bitcoin

Progress on Quantum Computing and its Impact on Bitcoin

Progress on Quantum Computing and its Impact on Bitcoin

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Research
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate

Understanding Premiums to NAV as Crypto Treasury Companies Proliferate

Understanding Premiums to NAV as Crypto Treasury Companies Proliferate

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Research
Move Over mNAV, Here’s Something Better

Move Over mNAV, Here’s Something Better

Move Over mNAV, Here’s Something Better

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Research
We’re at an All-Time High

We’re at an All-Time High

We’re at an All-Time High

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Research
Bitcoin Treasury Corporations

Bitcoin Treasury Corporations

Bitcoin Treasury Corporations

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Research
Billions of Dry Powder at Bitcoin Treasury Companies

Billions of Dry Powder at Bitcoin Treasury Companies

Billions of Dry Powder at Bitcoin Treasury Companies

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Research
Stone Ridge 2024 Investor Letter

Stone Ridge 2024 Investor Letter

Stone Ridge 2024 Investor Letter

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Investor Letters
Bitcoin's Protection under the First Amendment

Bitcoin's Protection under the First Amendment

Bitcoin's Protection under the First Amendment

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Perspectives
Stone Ridge 2023 Investor Letter

Stone Ridge 2023 Investor Letter

Stone Ridge 2023 Investor Letter

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Investor Letters
Through the Looking Glass: The FTX and Alameda Saga

Through the Looking Glass: The FTX and Alameda Saga

Through the Looking Glass: The FTX and Alameda Saga

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Perspectives
On Impossible Things Before Breakfast

On Impossible Things Before Breakfast

On Impossible Things Before Breakfast

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Perspectives
Report: Bitcoin Net Zero

Report: Bitcoin Net Zero

Report: Bitcoin Net Zero

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Perspectives
The State of Bitcoin (Q3 2025)

The State of Bitcoin (Q3 2025)

The State of Bitcoin (Q3 2025)

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Media
Alex Gladstein on the True Alternatives Podcast

Alex Gladstein on the True Alternatives Podcast

Alex Gladstein on the True Alternatives Podcast

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Media
Developers of Bitcoin

Developers of Bitcoin

Developers of Bitcoin

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Resources
A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

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Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

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The Impact of Bitcoin’s Reward Halvings

The Impact of Bitcoin’s Reward Halvings

The Impact of Bitcoin’s Reward Halvings

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Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

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NYDIG Bitcoin 101

NYDIG Bitcoin 101

NYDIG Bitcoin 101

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