What’s Behind the Drop in Hash Rate?
Insight
What’s Behind the Drop in Hash Rate?
6/30/2025
Progress on Quantum Computing and its Impact on Bitcoin
Insight
Progress on Quantum Computing and its Impact on Bitcoin
6/20/2025
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
Insight
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
6/13/2025
Move Over mNAV, Here’s Something Better
Insight
Move Over mNAV, Here’s Something Better
6/6/2025
We’re at an All-Time High
Insight
We’re at an All-Time High
5/23/2025
Bitcoin Treasury Corporations
Insight
Bitcoin Treasury Corporations
5/16/2025
Froth or No Froth? That is the Question.
July 18, 2025
Insight
What Network Activity Says About the Cycle As BTC Hits a New High
Insight
.png)
Predicting Bitcoin ETF Fund Flows
Insight
Who Owns Bitcoin ETFs?
Insight
.png)
Spot ETF Launches Set a New Standard
Insight
Research Weekly - BlackRock’s Consistent Premiums
Insight
Research Weekly - ETFs Swing to an Inflow as Kinks are Worked Out
Insight
Bitcoin's Protection under the First Amendment
Report
Stone Ridge 2023 Investor Letter
Report
Stone Ridge 2020 Investor Letter
Report
Through the Looking Glass: The FTX and Alameda Saga
Report
Developers of Bitcoin
Report
On Impossible Things Before Breakfast
Report
newsletter
Sign up for weekly research
Subscribe now to learn what’s driving bitcoin markets, track significant regulatory developments, and get the data that deserves your attention.