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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
The Dawn of Bitcoin Programmability: Paving the Way for Rollups
BitVM Bitcoin Script Constraints Bitcoin Script is inherently limited in its capabilities, designed to...There is another benefit of using Bitcoin as DA....Bitcoin Block Finalization Proof: This proof takes the finalized Bitcoin block hash as input and encodes...into a special HTLC on the Bitcoin blockchain.
60 Min
Layer 2 / L2
May 2024
Market Musings - Bitcoin Battles ETF Outflows
With the introduction of the Bitcoin Spot ETFs in January 2024, this goal has finally become a reality...Source: token.unlock.apps What We’re Reading Once Again, Bitcoin Is Behaving Like It Should (Alpha Feed...facing BTC and crypto markets, similarities to previous periods of changing macro conditions, and why bitcoin...
6 Min
Macro & Markets
May 2024
Zenrock: Paving the Path in dMPC
The Wrapped Bitcoin Landscape Wrapped tokens are digital assets designed to bridge the interoperability...These tokens represent an equivalent value of another cryptocurrency, allowing assets like Bitcoin to...users to mint a tokenized version of Bitcoin on Ethereum, Ethereum Layer-2s, and Solana.
12 Min
Cross-Chain
Feb 2025
An Onchain BTC revival: Oyl and Alkanes Ecosystem
...trading and tokenization on Bitcoin Layer 1....Bitcoin in any way....OYL does not want to recreate a validator economy, they want Bitcoin and only bitcoin to remain “the...Acts as a “3,3 Bitcoin within Bitcoin.”...Has one mint per block and the halving schedule already mirrors Bitcoin....OYL is a Bitcoin focused stack whose wallet...
4 Min
DeFi
Apr 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
Below is the visualization of net flows for all 11 Bitcoin Spot ETFs since their inception in January...During the late 2024 runup when Bitcoin broke $100,000, IBIT – Blackrock’s iShares Bitcoin Trust – became...Bitcoin ETFs are by far the leaders in terms of institutional adoption.
22 Min
Infrastructure
Apr 2025
Trump's Liberation Day: Market Update Live Stream
...turned negative during the press conference S&P 500 went from +0.5% to -1% in a 5-10 minute period Bitcoin...create more uncertainty in markets despite the supposed clarity of the announcement Technical Analysis Bitcoin...months I expect choppiness and potential further downside unless nations broadly reduce tariffs For Bitcoin...
2 Min
Macro & Markets
Apr 2025
A Frenzy Over Bitcoin Ordinals & Runes
Introduction Bitcoin is having its moment in the sun....Bitcoin, the Trillion-Dollar “Casino” While institutions and crypto natives continue to accumulate Bitcoin...The thesis for growing speculation on the Bitcoin network is simple: Bitcoin, a trillion-dollar asset...Introduction Bitcoin is having its moment in the sun.
35 Min
BRC-20 / Ordinals
Feb 2024
BTC = f(Liquidity)^n
Bitcoin is liquidity’s mirror but with leverage....I’ve been thinking a lot about how Bitcoin behaves across macro regimes, and I keep coming back to one...This isn’t meant to be a formal model, just a simple way I think about how Bitcoin reacts to changes...
3 Min
Macro & Markets
Apr 2025
Is It Time To Say Goodbye? - Market Update 3/10/2025
Bitcoin has failed multiple attempts to break back above the critical 90-91K range, indicating a clear...This selloff is primarily macro-driven rather than crypto-specific, with Bitcoin-equity correlation at...potential for 10-15% total drawdown if similar to the Japanese Yen carry trade unwind from August 2024 Bitcoin...
3 Min
Macro & Markets
Mar 2025
Markets Will Save The World
Pew Research Just as Bitcoin decentralized money, futarchy aims to decentralize decision-making....Just as Bitcoin threatens fiat currency, MetaDAO threatens product managers....intelligence of markets and why they are two of the most powerful ideas to come out of crypto since Bitcoin...
66 Min
DeFi
Oct 2024
The Year Ahead for DeFi 2025
Bitcoin DeFi – Bitcoin DeFi has become a popular talking point over the past few years, and is an inevitable...For more on this, see our Bitcoin Rollups report....Starknet is extremely well positioned for the Bitcoin rollups narrative....Other prominent Bitcoin rollup teams include Citrea, Alpen Labs, and Taproot Wizards.
72 Min
DeFi
Dec 2024
The Year Ahead for Markets 2025
At $91,150 Bitcoin flips Saudi Aramco At $109,650 Bitcoin flips Amazon At $107,280 Bitcoin flips Google...At $156,700 Bitcoin flips Microsoft At $170,900 Bitcoin flips Apple At $179,680 Bitcoin flips NVIDEA...The rising Bitcoin tide did not lift all ships....Bankless wants to build better money than Bitcoin.
90 Min
Macro & Markets
Dec 2024
The State Of Bitcoin
Bitcoin Ordinals kicked off an entirely new concept and Bitcoin sub-market....Whether it be Bitcoin micropayments through Lightning, inscription marketplaces, a Bitcoin sidechain,...Bitcoin has a problem....Bitcoin miners are a fundamental part of the Bitcoin ecosystem....and renewed interest in Bitcoin scaling.
28 Min
Layer 1 / L1
Feb 2024
Exploring Base's Role in the Growing Onchain Economy
*Included major networks: Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC),...These major networks include Bitcoin, Ethereum, Solana, Arbitrum, Avax, Base, Binance Smart Chain (BSC...Bitcoin and Ethereum Spot ETFs were approved in January and June 2024, but have already seen massive...
35 Min
Layer 2 / L2
Nov 2024
Market Musings - New Year, More Volatility
Will Trump sign an EO establishing a strategic bitcoin reserve? What about AI and tech?...In the case of crypto, markets were effectively pricing in a strategic bitcoin reserve and regulatory...Bitcoin futures basis fell to negative terrain for the first time since August 2023, while notional OI...
13 Min
Macro & Markets
Jan 2025
zkVerify: Optimizing ZK Proof Verification At Scale
Starkware, ZKsync, and Polygon) boasting a combined market cap of around $2.2 Billion ZK rollups on Bitcoin...: The rise of L2s on Bitcoin has been an interesting development over the past year....With Bitcoin’s scripting language limitations, various teams have proposed using Bitcoin as a Base layer...
63 Min
Infrastructure
Jan 2025
Is The Market Carnage Over?
Summary Market Discussion Panelists discuss Bitcoin price movement and market conditions Various perspectives...markets Observations about different institutional approaches to the space Discussion of MicroStrategy’s Bitcoin...concepts and their relationship to markets Discussion of ISM survey as an economic indicator Analysis of Bitcoin...
2 Min
Macro & Markets
Mar 2025
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
...conditions Sentiment shifted quickly from extremely negative to positive Crypto Market Performance Bitcoin...problems Benefit of app chains: MEV can go back to the app rather than validators Market Questions Bitcoin...concept of 90% treasury, 10% BTC with protected 4.5% annual return Microstrategy continues aggressive Bitcoin...
2 Min
Macro & Markets
May 2025
Livin' On A Prayer? - Market Update 4/6/2025
...day moving average (a key barometer for risk sentiment) is unlikely before the back half of the year Bitcoin...Bitcoin’s relative strength during Thursday/Friday has been entirely erased with today’s 5% decline Bitcoin...appears to be trading like a high-beta tech asset Market structure analysis shows Bitcoin has lost important...
3 Min
Macro & Markets
Apr 2025