Historical Parallels: The 2022 Cycle and Today’s Drawdown
3/13/2026
Bitcoin in the Age of AI
2/27/2026
Correct “Coinbase Premium” Implies Capital Flight
2/20/2026
Historical Parallels: The 2022 Cycle and Today’s Drawdown
March 13, 2026
Research
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Research Weekly - Bitcoin in Risk-Off Markets
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August 9, 2024
Research Weekly - A 10-Year Overhang is Eliminated from the Market
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August 2, 2024
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Mt Gox Clears a Big Hurdle as ETH ETFs Fail to Impress
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July 26, 2024
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Research Weekly - All Eyes on Mt Gox and Nashville
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July 19, 2024
Q2 2024 Review and Look Ahead
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July 12, 2024
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Research Weekly - Estimating the Price Impact from Large Sellers
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July 10, 2024
Bitcoin's Protection under the First Amendment
September 25, 2024
Perspectives
Did Quantum Computing Fears Crash Bitcoin?
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February 13, 2026
Bitcoin Update: Navigating the Drawdown
Video
February 11, 2026
Bitcoin’s Cycle Reasserts Itself: Where We Are and What Comes Next
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February 6, 2026
Speculation in an Attention-Constrained Market
Research
January 30, 2026
Bitcoin Update: The State of U.S. Crypto Regulation
Video
January 28, 2026
Why Gold is Leaving Bitcoin Behind
Research
January 23, 2026
A Primer On Bitcoin Mining
Resources
April 29, 2022
Taproot: Explaining Bitcoin’s Biggest Upgrade in Four Years
Resources
November 11, 2021
The Impact of Bitcoin’s Reward Halvings
Resources
July 28, 2021
Bitcoin’s Long-Term Compounding Effects
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July 19, 2021
The Temporalities of Bitcoin Returns
Resources
February 18, 2021
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