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Deep Dive 12/15/2025
Executive Summary
As of mid-December 2025, the Bitcoin market is defined by a structural friction between short-term price weakness and strengthening…
6 months, 2 weeks ago
![[REPLAY] Deep Dive Special: The Development of Bitcoin](https://substackcdn.com/feed/podcast/5051789/post/181589800/13717a5ef2dc366b644b32e5cdfb37b9.jpg)
[REPLAY] Deep Dive Special: The Development of Bitcoin
This is a replay of our special report, originally published on July 6.
An overview of Bitcoin's origins and evolution, tracing its roots back to earl…
6 months, 2 weeks ago
The Week That Was
Executive Summary
The Bitcoin market is defined by a divergence between fragile short-term price action and a strengthening of its underlying financia…
6 months, 2 weeks ago
Deep Dive 12/12/2025
Executive Summary
The last 24-hours, reveals a digital asset market demonstrating significant maturity and resilience. The primary narrative is Bitcoi…
6 months, 2 weeks ago
Deep Dive 12/11/2025
Executive Summary
The digital asset market is at a pivotal juncture, experiencing a “Sovereign Grade Correction” where short-term price action is dive…
6 months, 2 weeks ago
Deep Dive 12/10/2025
Executive Summary
As of December 10, 2025, the Bitcoin market is characterized by a significant divergence between its stagnant spot price and the acc…
6 months, 2 weeks ago
Deep Dive 12/9/2025
Executive Summary
Analysis of the Bitcoin market on December 8-9, 2025, reveals a “Maturity Paradox.” While Bitcoin’s price action remains consolidato…
6 months, 3 weeks ago
Deep Dive 12/8/2025
Executive Summary
The events of December 8, 2025, represent a pivotal inflection point for the digital asset class, marking a fundamental transition f…
6 months, 3 weeks ago
Deep Dive Special: Bitcoin Bull Market Post-Mortem
Executive Summary
The fourth quarter of 2025 marked a singular anomaly in the history of digital assets, defined by a violent decoupling from traditio…
6 months, 3 weeks ago
The Week That Was
Executive Summary
The Bitcoin market in early December 2025 is defined by a profound dichotomy: severe short-term price volatility driven by macroecon…
6 months, 3 weeks ago