Prioritize recent content
Top Results929 results
The State of Bitcoin
Long-term value potential and analysis of Bitcoin...
Infrastructure
Dec 2018
The State Of Bitcoin
Bitcoin Ordinals kicked off an entirely new concept and Bitcoin sub-market....In 2023, we have seen an improvement in Bitcoin’s fee revenue. Bitcoin has a problem....Bitcoin miners are a fundamental part of the Bitcoin ecosystem....Bitcoin and Bitcoiners are famously skeptical of additions to Bitcoin core protocol.
28 Min
Layer 1 / L1
Feb 2024
Bitcoin's Global Breakout
As I said on @SquawkCNBC this morning, the supply/demand dynamic in bitcoin right now is off-the-hook...Bitcoin is the cool kid on the block again…much to the dismay of gold bugs.  ...
5 Min
Macro & Markets
Mar 2024
Embracing Bitcoin's Volatility
Key Takeaways Bitcoin is capturing the mind share of younger generations because of its volatility and...Some argue bitcoin’s latest parabolic move is stealing market share from gold but that’s only the tip...Which is why Bitcoin is so fascinating to them....Bitcoin Running Ahead of Schedule Bitcoin wasted no time in the new year, kicking off 2021 with a +35%...
5 Min
Macro & Markets
Jan 2021
Is Bitcoin Eating the World?
Is Bitcoin Eating the World?...Bitcoin has leapt back into the limelight after taking a backseat to the “summer of DeFi” craze....Bitcoin was not the only asset taking a hit....Bitcoin, however, is new to most....But bitcoin won’t be shackled to playing just one role.
5 Min
Data
Oct 2020
What's Up With Bitcoin?
Insights from the Bitcoin options market.
2 Min
DeFi
May 2021
Bitcoin's Seasonal Struggles
For more in-depth detail and context, be sure to check out our latest Bitcoin Outlook published just...Seasonality Struggles The early months of a new year are typically the most challenging for bitcoin,...But working off the data we do have, the argument for bitcoin’s Q1 weakness is likely two-fold.
4 Min
Spot Exchange
Jan 2021
Bitcoin for Advisors [Presentation]
I had the privilege of presenting at CoinDesk’s Bitcoin for Advisors conference earlier this week....The title of the session was “Global Macro Outlook and What It Means for Bitcoin”; needless to say I...Global Macro Outlook and What It Means for Bitcoin Slide 1: COVID-19 = Accelerant, NOT Root Cause..., “Global Macro Outlook and What It Means for Bitcoin”.
7 Min
DeFi
Nov 2020
The State of Bitcoin 2020
Eighteen months after our inaugural State of Bitcoin report and our conviction in the long-term value...proposition of Bitcoin is as strong as ever....We strongly believe Bitcoin offers several key advantages over traditional safe haven assets, which will...Within The State of Bitcoin 2020, our team dives into all this and more!
1 Min
Proof-of-Work
May 2020
Bitcoin Is Not An Inflation Hedge
Something to watch for going forward… Bitcoin’s initial price drop following the CPI release triggered...a resurgence in memes mocking those who put their faith in bitcoin as an inflation hedge....Joe Weisenthal, host of Bloomberg’s Odd Lots podcast and frequent Bitcoin critic, got in on the action...
9 Min
Macro & Markets
Jul 2022
Is the Bitcoin Bull Run Over?
Key Takeaways The MVRV ratio is a on-chain metric that measures Bitcoin’s market value (MV) against...Realized value was conceptualized by David Puell and Murad Mahmudov, and it values the Bitcoin network...However, it’s important to note that the Bitcoin market is a completely different animal today than it...A look into key data points for Bitcoin and what they say.
4 Min
DeFi
Jun 2021
Bitcoin - Back From the Future
As Bitcoin is the largest coin by market cap, a strong Bitcoin often acts as a tailwind for the broader...Bitcoin halvening events have historically signaled a substantial increase in the price of Bitcoin....This flow of users and money to Bitcoin may slow as Bitcoin reaches its potential market penetration....be bearish in Bitcoin’s case.
17 Min
Layer 1 / L1
May 2023
Bitcoin Outlook Jan. 2021
On-chain analysis, market indicators, and cycle comparisons to understand the current state of Bitcoin...
Spot Exchange
Jan 2021
Infrastructure
Dec 2019
An Ode To Bitcoin
Later in life, Bitcoin was deemed the future of finance. Today, Bitcoin is digital gold....Visions of Bitcoin Along with the ebbs and flows of Bitcoin’s narrative, Bitcoin the asset has gone through...BTC is creeping up the leaderboard, though… At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin...Bitcoin offers a life raft.
12 Min
Other
Dec 2024
Bitcoin Following the ATH Playbook
The start of December has disappointed many bitcoin hodlers who thought BTC would be halfway to $30k...Bitcoin reacted similarly after putting in a new all-time closing high back in Feb. 2017; it fell more...“Declining market volatility, easing financial conditions, and a weaker USD” are all fodder for bitcoin...
4 Min
Macro & Markets
Dec 2020
Bitcoin Surges Towards $9K
Bitcoin is on pace for its best day in over five weeks on the back of its +10% surge in the last 18 hours...Bitcoin was trading around $7,200 at the time, equating to a +20% gain since....ve seen a steady decline in expected vol for risk assets like equities, which tends to bode well for bitcoin...
2 Min
Layer 1 / L1
Apr 2020
MicroStrategy’s Bitcoin Blueprint
...yesterday with the intent to “use the net proceeds from the sale of the notes to acquire additional bitcoins...as of February 8th, the equivalent of ~$3.7 billion assuming bitcoin is trading at $52,000....Using those same assumptions, MicroStrategy’s bitcoin holdings would be worth ~$22.6 billion, making...
5 Min
Macro & Markets
Feb 2021
MicroStrategy’s Bitcoin Blueprint
...yesterday with the intent to “use the net proceeds from the sale of the notes to acquire additional bitcoins...as of February 8th, the equivalent of ~$3.7 billion assuming bitcoin is trading at $52,000....Using those same assumptions, MicroStrategy’s bitcoin holdings would be worth ~$22.6 billion, making...
5 Min
Derivatives
Feb 2021
Embracing Bitcoin's Volatility
Much has been made of bitcoin’s price volatility, especially among traditional investors who still hesitate...The stark differences in average time horizon and risk tolerance sits at the center of the bitcoin versus...Which is why Bitcoin is so fascinating to them....Knocking off common criticisms is what Bitcoin does best. So, which one is up next? BTC vs.
4 Min
Macro & Markets
Jan 2021