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Bitcoin’s New Demand Driver

Bitcoin’s New Demand Driver

Bitcoin’s New Demand Driver

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March 26, 2026
Bitcoin’s New Demand Driver
3/26/2026
STRC, SATA, and the Bitcoin-Backed Preferred Family

STRC, SATA, and the Bitcoin-Backed Preferred Family

STRC, SATA, and the Bitcoin-Backed Preferred Family

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Research
March 20, 2026
STRC, SATA, and the Bitcoin-Backed Preferred Family
3/20/2026
Bitcoin Finds its Footing

Bitcoin Finds its Footing

Bitcoin Finds its Footing

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March 16, 2026
Bitcoin Finds its Footing
3/16/2026
Historical Parallels: The 2022 Cycle and Today’s Drawdown

Historical Parallels: The 2022 Cycle and Today’s Drawdown

Historical Parallels: The 2022 Cycle and Today’s Drawdown

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Research
March 13, 2026
Historical Parallels: The 2022 Cycle and Today’s Drawdown
3/13/2026
AI Market Anxiety

AI Market Anxiety

AI Market Anxiety

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March 11, 2026
AI Market Anxiety
3/11/2026
Bitcoin, Not Software Stocks

Bitcoin, Not Software Stocks

Bitcoin, Not Software Stocks

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Research
March 6, 2026
Bitcoin, Not Software Stocks
3/6/2026
Historical Parallels: The 2022 Cycle and Today’s Drawdown

Historical Parallels: The 2022 Cycle and Today’s Drawdown

Historical Parallels: The 2022 Cycle and Today’s Drawdown

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Research
March 13, 2026
Bitcoin, Not Software Stocks

Bitcoin, Not Software Stocks

Bitcoin, Not Software Stocks

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Research
March 6, 2026
Bitcoin in the Age of AI

Bitcoin in the Age of AI

Bitcoin in the Age of AI

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Research
February 27, 2026
Correct “Coinbase Premium” Implies Capital Flight

Correct “Coinbase Premium” Implies Capital Flight

Correct “Coinbase Premium” Implies Capital Flight

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Research
February 20, 2026
Bitcoin’s Cycle Reasserts Itself: Where We Are and What Comes Next

Bitcoin’s Cycle Reasserts Itself: Where We Are and What Comes Next

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

Speculation in an Attention-Constrained Market

Speculation in an Attention-Constrained Market

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Research
January 30, 2026
NYDIG Bitcoin Update: Bitcoin's Evolution

NYDIG Bitcoin Update: Bitcoin's Evolution

NYDIG Bitcoin Update: Bitcoin's Evolution

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January 8, 2026
Stone Ridge 2025 Investor Letter

Stone Ridge 2025 Investor Letter

Stone Ridge 2025 Investor Letter

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Investor Letters
December 28, 2025
NYDIG Research 2025 Wrapped

NYDIG Research 2025 Wrapped

NYDIG Research 2025 Wrapped

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Research
December 19, 2025
NYDIG Bitcoin Update with Pete Janney and Greg Cipalaro
NYDIG Bitcoin Update

NYDIG Bitcoin Update

NYDIG Bitcoin Update

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Video
December 18, 2025
Pressure Testing Price Targets

Pressure Testing Price Targets

Pressure Testing Price Targets

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Research
December 12, 2025
DAT Financing Decisions Are Being Driven by the Wrong Metric

DAT Financing Decisions Are Being Driven by the Wrong Metric

DAT Financing Decisions Are Being Driven by the Wrong Metric

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Research
December 5, 2025
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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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