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Q3 2025 Review and Look Ahead

Q3 2025 Review and Look Ahead

Q3 2025 Review and Look Ahead

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Q3 2025 Review and Look Ahead
10/10/2025
DAT Deal Discounts Widen

DAT Deal Discounts Widen

DAT Deal Discounts Widen

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DAT Deal Discounts Widen
10/3/2025
M&A Comes to DATs

M&A Comes to DATs

M&A Comes to DATs

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M&A Comes to DATs
9/26/2025
It Was All a Dream

It Was All a Dream

It Was All a Dream

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It Was All a Dream
9/19/2025
What the Critics Miss on Stablecoins

What the Critics Miss on Stablecoins

What the Critics Miss on Stablecoins

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What the Critics Miss on Stablecoins
9/12/2025
What DAT Premiums Say About the Cycle

What DAT Premiums Say About the Cycle

What DAT Premiums Say About the Cycle

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What DAT Premiums Say About the Cycle
9/5/2025
The Implications of Bitcoin’s Fourth Halving - April 2024

The Implications of Bitcoin’s Fourth Halving - April 2024

The Implications of Bitcoin’s Fourth Halving - April 2024

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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 Weekly - Charting Drawdowns During Up Cycles

Research Weekly - Charting Drawdowns During Up Cycles

Research Weekly - Charting Drawdowns During Up Cycles

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Notes on the ETFs

Notes on the ETFs

Notes on the ETFs

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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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Predicting Bitcoin ETF Fund Flows

Predicting Bitcoin ETF Fund Flows

Predicting Bitcoin ETF Fund Flows

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Industry Keeps Inching Towards a Spot ETF

Industry Keeps Inching Towards a Spot ETF

Industry Keeps Inching Towards a Spot ETF

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Research Weekly - 3Q23 Review and Look Ahead

Research Weekly - 3Q23 Review and Look Ahead

Research Weekly - 3Q23 Review and Look Ahead

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What a Government Shutdown Might Mean for Bitcoin

What a Government Shutdown Might Mean for Bitcoin

What a Government Shutdown Might Mean for Bitcoin

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Traders Play for Volatility Around ETF Decisions

Traders Play for Volatility Around ETF Decisions

Traders Play for Volatility Around ETF Decisions

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Visa, Stablecoins, and the Importance of Transactional Supply (and Demand)

Visa, Stablecoins, and the Importance of Transactional Supply (and Demand)

Visa, Stablecoins, and the Importance of Transactional Supply (and Demand)

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Research Weekly - Burning Man and Bitcoin: What They Have in Common

Research Weekly - Burning Man and Bitcoin: What They Have in Common

Research Weekly - Burning Man and Bitcoin: What They Have in Common

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Developers of Bitcoin

Developers of Bitcoin

Developers of Bitcoin

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A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

A Primer On Bitcoin Mining

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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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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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Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

Bitcoin’s Long-Term Compounding Effects

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The Temporalities of Bitcoin Returns

The Temporalities of Bitcoin Returns

The Temporalities of Bitcoin Returns

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