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Strategy: Well-Collateralized, But Flywheel is Market-Access Dependent

Strategy: Well-Collateralized, But Flywheel is Market-Access Dependent

Strategy: Well-Collateralized, But Flywheel is Market-Access Dependent

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Research
July 2, 2026
Strategy: Well-Collateralized, But Flywheel is Market-Access Dependent
7/2/2026
Quantum: Buy the Migration, Not the Machine

Quantum: Buy the Migration, Not the Machine

Quantum: Buy the Migration, Not the Machine

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Research
June 26, 2026
Quantum: Buy the Migration, Not the Machine
6/26/2026
Cycle Narratives and What Comes Next

Cycle Narratives and What Comes Next

Cycle Narratives and What Comes Next

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June 12, 2026
Cycle Narratives and What Comes Next
6/12/2026
What’s Weighing on Bitcoin?

What’s Weighing on Bitcoin?

What’s Weighing on Bitcoin?

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June 5, 2026
What’s Weighing on Bitcoin?
6/5/2026
The $1.3B Trade and the $29.5M Urgency Premium

The $1.3B Trade and the $29.5M Urgency Premium

The $1.3B Trade and the $29.5M Urgency Premium

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May 29, 2026
The $1.3B Trade and the $29.5M Urgency Premium
5/29/2026
Nothing Burger

Nothing Burger

Nothing Burger

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May 15, 2026
Nothing Burger
5/15/2026
Strategic bitcoins

Strategic bitcoins

Strategic bitcoins

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Research
March 7, 2025
Bybit Hack Rattles Markets

Bybit Hack Rattles Markets

Bybit Hack Rattles Markets

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Research
February 28, 2025
Memecoin Mayhem

Memecoin Mayhem

Memecoin Mayhem

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Research
February 24, 2025
A 10x Shift? The ETF Options Change That Could Reshape Markets

A 10x Shift? The ETF Options Change That Could Reshape Markets

A 10x Shift? The ETF Options Change That Could Reshape Markets

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Research
February 14, 2025
Crypto’s Big Week in DC

Crypto’s Big Week in DC

Crypto’s Big Week in DC

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Research
February 7, 2025
Implications of In-Kind ETFs Orders

Implications of In-Kind ETFs Orders

Implications of In-Kind ETFs Orders

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January 31, 2025
Research Weekly - 1Q24 Review and Look Ahead

Research Weekly - 1Q24 Review and Look Ahead

Research Weekly - 1Q24 Review and Look Ahead

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Research
April 5, 2024
Research Weekly - Charting Drawdowns During Up Cycles

Research Weekly - Charting Drawdowns During Up Cycles

Research Weekly - Charting Drawdowns During Up Cycles

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Research
March 22, 2024
Notes on the ETFs

Notes on the ETFs

Notes on the ETFs

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Research
March 15, 2024
What Network Activity Says About the Cycle As BTC Hits a New High

What Network Activity Says About the Cycle As BTC Hits a New High

What Network Activity Says About the Cycle As BTC Hits a New High

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Research
March 8, 2024
Predicting Bitcoin ETF Fund Flows

Predicting Bitcoin ETF Fund Flows

Predicting Bitcoin ETF Fund Flows

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Research
March 1, 2024
Who Owns Bitcoin ETFs?

Who Owns Bitcoin ETFs?

Who Owns Bitcoin ETFs?

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Research
February 23, 2024
Crypto-specific stress or broader cross-asset de-risking?

Crypto-specific stress or broader cross-asset de-risking?

Crypto-specific stress or broader cross-asset de-risking?

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March 16, 2026
Bitcoin Update: Navigating the Drawdown

Bitcoin Update: Navigating the Drawdown

Bitcoin Update: Navigating the Drawdown

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March 16, 2026
Bitcoin Update: The State of U.S. Crypto Regulation

Bitcoin Update: The State of U.S. Crypto Regulation

Bitcoin Update: The State of U.S. Crypto Regulation

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February 17, 2026
NYDIG Bitcoin Update: 2026 Themes

NYDIG Bitcoin Update: 2026 Themes

NYDIG Bitcoin Update: 2026 Themes

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February 17, 2026
NYDIG Bitcoin Update: Bitcoin's Evolution

NYDIG Bitcoin Update: Bitcoin's Evolution

NYDIG Bitcoin Update: Bitcoin's Evolution

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January 21, 2026
NYDIG Bitcoin Update with Pete Janney and Greg Cipalaro
NYDIG Bitcoin Update

NYDIG Bitcoin Update

NYDIG Bitcoin Update

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January 21, 2026
Developers of Bitcoin

Developers of Bitcoin

Developers of Bitcoin

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September 19, 2022
A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

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April 29, 2022
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years

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November 11, 2021
The Impact of Bitcoin’s Reward Halvings

The Impact of Bitcoin’s Reward Halvings

The Impact of Bitcoin’s Reward Halvings

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July 28, 2021
Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

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July 19, 2021
The Temporalities of Bitcoin Returns

The Temporalities of Bitcoin Returns

The Temporalities of Bitcoin Returns

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February 18, 2021
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