Bitcoin's Protection under the First Amendment
Report
Bitcoin's Protection under the First Amendment
9/25/2024
Stone Ridge 2023 Investor Letter
Report
Stone Ridge 2023 Investor Letter
1/1/2024
Stone Ridge 2020 Investor Letter
Report
Stone Ridge 2020 Investor Letter
12/31/2020
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
Understanding Premiums to NAV as Crypto Treasury Companies Proliferate
June 13, 2025
Insight
Notes on the ETFs
Insight
What Network Activity Says About the Cycle As BTC Hits a New High
Insight
Predicting Bitcoin ETF Fund Flows
Insight
Who Owns Bitcoin ETFs?
Insight
Spot ETF Launches Set a New Standard
Insight
Research Weekly - BlackRock’s Consistent Premiums
Insight
Illuminating the Path Forward
Report
NYDIG Bitcoin 101
Report
The Temporalities of Bitcoin Returns
Report
A Look at Geographic Drivers of Returns
Report
The Power of Bitcoin's Network Effect
Report
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.