On Impossible Things Before Breakfast
6/4/2022
Bitcoin Brief - April 2022
5/10/2022
Bitcoin Brief - March 2022
4/8/2022
STRC, SATA, and the Bitcoin-Backed Preferred Family
March 20, 2026
Research
Historical Parallels: The 2022 Cycle and Today’s Drawdown
Research
March 13, 2026
Bitcoin, Not Software Stocks
Research
March 6, 2026
Correct “Coinbase Premium” Implies Capital Flight
Research
February 20, 2026
Bitcoin’s Cycle Reasserts Itself: Where We Are and What Comes Next
Research
February 6, 2026
Speculation in an Attention-Constrained Market
Research
January 30, 2026
Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
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Research Weekly - Hash Rate Ramps as Pool Share Shifts and Public Miners Up Output
Research
July 21, 2023
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Research Weekly - Estimating the Size of Spot ETF
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July 14, 2023
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Research Weekly - Another Race is on For a Spot ETF
Research
June 30, 2023
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Research Weekly - Correlations in a Post Stimulus World
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June 2, 2023
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Volatility Sinks, Opportunity Rises
Research
May 26, 2023
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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