On Impossible Things Before Breakfast
6/4/2022
Bitcoin Brief - April 2022
5/10/2022
Bitcoin Brief - March 2022
4/8/2022
2026 Themes and Q4 2025 Wrap
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January 9, 2026
NYDIG Research 2025 Wrapped
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December 19, 2025
Pressure Testing Price Targets
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December 12, 2025
DAT Financing Decisions Are Being Driven by the Wrong Metric
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December 5, 2025
Bitcoin Cycles: From Reflexive Narratives to The Forever Bid
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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
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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
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July 28, 2021
Bitcoin’s Long-Term Compounding Effects
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July 19, 2021
The Temporalities of Bitcoin Returns
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February 18, 2021
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