Billions of Dry Powder at Bitcoin Treasury Companies
5/2/2025
Bitcoin Decouples, Tentatively
4/25/2025
Comparing Bitcoin and Gold
4/18/2025
Bitcoin Stands Firm Amid Tariff Turmoil
4/11/2025
Q1 2025 Review and Look Ahead
4/4/2025
Reports of Bitcoin’s Death are Greatly Exaggerated
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Research Weekly - Making Yield Out of Nothing at All
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Humpty Dumpty: Avoiding FTX. Avoiding Genesis. Not Proof of Reserves. Not Avoiding Thanksgiving
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Research Weekly - Implications of the FTX Collapse
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Research Weekly - Holders Keep on Holding
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Research Weekly - A Look at the Recent Rally in Bitcoin
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Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
What the Critics Miss on Stablecoins
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What DAT Premiums Say About the Cycle
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Bitcoin Backed Lending Is Booming
Media
Tailwinds for the Crypto Market
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Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
Resources
The Impact of Bitcoin’s Reward Halvings
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Bitcoin’s Long-Term Compounding Effects
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The Temporalities of Bitcoin Returns
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