Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
Insight
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
6/13/2025
Move Over mNAV, Here’s Something Better
Insight
Move Over mNAV, Here’s Something Better
6/6/2025
We’re at an All-Time High
Insight
We’re at an All-Time High
5/23/2025
Bitcoin Treasury Corporations
Insight
Bitcoin Treasury Corporations
5/16/2025
Billions of Dry Powder at Bitcoin Treasury Companies
Insight
Billions of Dry Powder at Bitcoin Treasury Companies
5/2/2025
Bitcoin Decouples, Tentatively
Insight
Bitcoin Decouples, Tentatively
4/25/2025
Bitcoin Brief - December 2022
Insight
2022 Review and Look Ahead
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Research Weekly - Bitcoins Come Off Exchanges at an Accelerated Rate
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Reports of Bitcoin’s Death are Greatly Exaggerated
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Research Weekly - Making Yield Out of Nothing at All
Insight
Humpty Dumpty: Avoiding FTX. Avoiding Genesis. Not Proof of Reserves. Not Avoiding Thanksgiving
Insight
NYDIG Bitcoin 101
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The Temporalities of Bitcoin Returns
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A Look at Geographic Drivers of Returns
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The Power of Bitcoin's Network Effect
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Illuminating the Path Forward
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