Reports

February 28, 2024

Bitcoin as an Aspirational Store of Value Revisited

Report - 24 min read

February 7, 2024

Q4 2023 Signals Report

Report - 30 min read

January 12, 2024

2024 Digital Assets Look Ahead

Report - 40 min read

November 15, 2023

Understanding Proof-of-Work

Report - 60 min read

November 3, 2023

Revisiting Persistent Bitcoin Criticisms

Report - 27 min read

October 20, 2023

Q3 2023 Signals Report

Report - 25 min read

October 4, 2023

Bitcoin First Revisited

Report - 40 min read

September 14, 2023

MiCA

Report - 14 min read

August 30, 2023

Ethereum Investment Thesis

Report - 1 min read - 55 min view

July 18, 2023

Q2 2023 Signals Report

Report - 22 min read

April 19, 2023

Q1 2023 Signals Report

Report - 21 min read

April 5, 2023

Review of Upcoming Ethereum Shanghai/Capella Upgrade

Report - 17 min read