Research Weekly - Inflation and the Turkey Investment Thesis
11/17/2023
Research Weekly - Expectations Rise for an Imminent ETF Approval
11/10/2023
Research Weekly - Bitcoin Rallies Despite $13.5B Overhang
11/3/2023
What the Market Implies About Spot ETF AUM
10/27/2023
Research Weekly - Fake News and Faulty Analysis in the Times of Open Data
10/20/2023
2026 Themes and Q4 2025 Wrap
Research
January 9, 2026
NYDIG Research 2025 Wrapped
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December 19, 2025
Pressure Testing Price Targets
Research
December 12, 2025
DAT Financing Decisions Are Being Driven by the Wrong Metric
Research
December 5, 2025
Bitcoin Cycles: From Reflexive Narratives to The Forever Bid
Research
November 7, 2025
Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
Bitcoin, Not Software Stocks
Research
March 6, 2026
Correct “Coinbase Premium” Implies Capital Flight
Research
February 20, 2026
Crypto-specific stress or broader cross-asset de-risking?
Video
February 17, 2026
Did Quantum Computing Fears Crash Bitcoin?
Research
February 13, 2026
Bitcoin Update: Navigating the Drawdown
Video
February 11, 2026
Crypto-specific stress or broader cross-asset de-risking?
February 17, 2026
Video
A Primer On Bitcoin Mining
Resources
April 29, 2022
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
Resources
November 11, 2021
The Impact of Bitcoin’s Reward Halvings
Resources
July 28, 2021
Bitcoin’s Long-Term Compounding Effects
Resources
July 19, 2021
The Temporalities of Bitcoin Returns
Resources
February 18, 2021
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