State of Bitcoin (Q3 2025)
8/8/2025
Bitcoin’s Evolution from Cycles to Secular Growth
8/6/2025
Why Bitcoin on Balance Sheets Matters More Than You Think
8/5/2025
DAT Financing Decisions Are Being Driven by the Wrong Metric
Research
Bitcoin Cycles: From Reflexive Narratives to The Forever Bid
Research
The Factors Driving Gold and Bitcoin
Research
Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
Stone Ridge 2025 Investor Letter
Investor Letters
DAT Financing Decisions Are Being Driven by the Wrong Metric
Research
A Look into the Factors Affecting the Selloff
Research
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
Resources
The Impact of Bitcoin’s Reward Halvings
Resources
Bitcoin’s Long-Term Compounding Effects
Resources
The Temporalities of Bitcoin Returns
Resources
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.