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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
Bitcoin vs Banks: The Correlation That Shouldn't Exist (But Does)
Why Are Bank Stocks and Bitcoin Moving Together?...For Bitcoin, the implications are more psychological than fundamental....Bitcoin flips that on its head....Bitcoin is more than a bank. It is a protocol for self-sovereign finality....Bitcoin is not a company. It is not a balance sheet or a credit machine.
10 Min
Macro & Markets
Jul 2025
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
In late 2022, Galaxy purchased Helios for $65MM intending to use the data center for Bitcoin mining....Bitcoin miners without signed deals are playing catch-up and facing an uphill battle....Elimination of Ongoing Bitcoin Mining Operations: Galaxy has completely exited all Bitcoin mining activities...Bitcoin mining is a very bad business.
32 Min
Macro & Markets
Jun 2025
April Showers… May Flowers? - Macro & Markets May 2025
...retaliations, reshaping global trade dynamics and significantly impacting financial markets, including bitcoin...Bitcoin ETFs absorbed more than $3 billion in net inflows during May, driving BTC back above $109,000...Higher difficulty increases the baseline cost of mining each additional bitcoin, reinforcing pressure...In Bitcoin terms, however, the picture is flat.
25 Min
Macro & Markets
Jun 2025
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
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
BTC Top Signal Update
Delphi’s Bitcoin Top Signal, which measures the ‘top-like’ conditions of Bitcoin, has been fairly flatlined...Here’s the deal… CURRENT SITUATION ————————————————– Date: 2025-06-25 Bitcoin Price: $107,407.60 Signal...
1 Min
Macro & Markets
Jun 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Bitcoin-Anchored Security One of the main features of Plasma is that it leverages Bitcoin as a root of...chain’s state is taken (specifically, a Merkle root of recent finalized blocks) and published onto Bitcoin...Once committed to Bitcoin, this snapshot is immutable – to rewrite it would require a reorg of Bitcoin...
28 Min
Infrastructure
Jun 2025
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
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
The Public Crypto Accumulator Era - Part 1
But this is no longer a Bitcoin-only play....What began as a Bitcoin-centric model is now evolving....In 2020, MSTR allocated $250 million of corporate cash to Bitcoin as a treasury hedge....over 550,000 BTC – more than 2.6% of all Bitcoin in existence....Public crypto accumulation is no longer confined to Bitcoin, and it is no longer limited Microstrategy...
31 Min
Macro & Markets
Jun 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
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
A Deep Dive on Galaxy Digital's Flagship AI Mining Center Helios
In late 2022, Galaxy purchased Helios for $65MM intending to use the data center for Bitcoin mining....Its former owner Argo Blockchain (a Bitcoin miner) was in desperate need of capital and sold the facility...In November 2024, Galaxy announced it had ended its arrangement to host Argo’s Bitcoin mining rigs at...
4 Min
Macro & Markets
Jun 2025
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
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
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
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