Bitcoin
Networks · Layer-1| Report | Date↓ | Authors | Type | Subscription Tier | Tags |
|---|---|---|---|---|---|
| Bitcoin February 2025 Update | Mar 4, 2025 |  | -- | Pro | Layer-1 |
| State of Bitcoin Q4 2024 | Mar 3, 2025 |  | Quarterly Reports | Pro | Layer-1 · Macro · Quarterly Reports |
| Analyst Note: Introducing Unit - Bringing Spot BTC to Hyperliquid | Feb 14, 2025 |  | Standard Reports | Pro | DeFi · Centralized Exchanges |
| Bitcoin January 2025 Update | Feb 6, 2025 | | -- | Pro | Layer-1 |
| State of DePIN 2024 | Jan 6, 2025 |   | Deep Dives | -- | DePIN |
| Bitcoin December 2024 Update | Jan 3, 2025 | | -- | Pro | Layer-1 |
| Starknet: Scaling Bitcoin | Dec 12, 2024 | | -- | -- | Layer-2 |
| A Case for Bitcoin Alts | Dec 6, 2024 | | Standard Reports | Pro | Memecoins · Consumer · NFTs |
| BTC & ETH Update: Ethereum's Revival | Dec 3, 2024 | | -- | Pro | -- |
| 2024 Election Review: The Rise of Crypto in Politics, Initial Market Reactions, and the Success of Prediction Markets | Nov 8, 2024 |  | Standard Reports | Pro | Macro · Liquid Staking · DeFi · Memecoins · Centralized Exchanges · Policy · DEX · AI · Layer-1 · Tokenomics |
| BTC & ETH Update: Goldilocks Zone Inbound | Nov 1, 2024 | | -- | Pro | -- |
| State of Bitcoin Q3 2024 | Oct 24, 2024 | | Quarterly Reports | Pro | Layer-1 · Macro · Liquid Staking |
| Bitcoin Expressivity with BitcoinOS | Oct 16, 2024 |  | -- | -- | -- |
| BTC & ETH Update: Macro Dominates | Oct 3, 2024 | | -- | Pro | -- |
| Bitcoin August 2024 Update | Sep 6, 2024 | | -- | Pro | Layer-1 |
| Don’t Look Down: Navigating Markets Around Cliff Unlocks | Aug 30, 2024 | | Standard Reports | Pro | Tokenomics · Valuations |
| Intern Narratives - Part 2 | Aug 20, 2024 |     +1 | Standard Reports | Pro | Layer-1 · Memecoins · Macro |
| Bitcoin July 2024 Update | Aug 2, 2024 | | -- | Pro | Layer-1 |
| Living in Interesting Times | Jul 26, 2024 |   | Recaps | Pro | Macro · Layer-1 |
| Build on Bitcoin: BTC Meets the EVM | Jul 8, 2024 | | -- | Pro | -- |
| Narrative Games: Part 2 | Jun 28, 2024 |  | Standard Reports | Pro | AI · Consumer · DeFi |
| Bitcoin June 2024 Update | Jun 27, 2024 | | -- | Pro | Layer-1 |
| May 2024 Crypto Fundraising Report | Jun 7, 2024 |  | Deep Dives | Pro | Fundraising · Layer-2 · Liquid Staking · Interoperability · DeFi · Consumer |
| Bitcoin May 2024 Update | Jun 4, 2024 | | -- | Pro | Layer-1 |
| The Bitcoin L2 Landscape | May 23, 2024 | | -- | Pro | Layer-2 |
| April 2024 Crypto Fundraising Report | May 15, 2024 | | Deep Dives | Pro | Fundraising · Layer-1 · Layer-2 · DePIN · DeFi · Stablecoins · Centralized Exchanges |
| Bitcoin April 2024 Update | May 6, 2024 | | -- | Pro | Layer-1 |
| Babylon: Bitcoin Shared Security and Staking | Apr 16, 2024 |  | Standard Reports | -- | Layer-1 · Modular Chains · Layer-2 |
| Spoiler Alert – Coinbase Q1 2024 Revenue Estimates | Apr 9, 2024 | | Standard Reports | Pro | Centralized Exchanges · Valuations |
| State of Bitcoin Q1 2024 | Apr 8, 2024 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| Discussion: Does Bitcoin need Layer-2s? | Mar 29, 2024 |  | Recaps | Pro | Layer-2 · Modular Chains |
| Bitcoin February 2024 Update | Mar 5, 2024 |  | -- | Pro | Layer-1 |
| Quantifying Narratives | Feb 28, 2024 |  | Deep Dives | Pro | -- |
| Coinbase Q4 Review - Bright and Shiny | Feb 16, 2024 | | Standard Reports | Pro | Centralized Exchanges |
| Spoiler Alert – Coinbase Q4 2023 Revenue Estimates | Feb 13, 2024 | | Standard Reports | Pro | Centralized Exchanges |
| Bitcoin January 2024 Update | Feb 2, 2024 | | -- | Pro | Layer-1 |
| Bitcoin ETF Positioning | Jan 10, 2024 |  | Standard Reports | Pro | Macro |
| State of Bitcoin Q4 2023 | Jan 4, 2024 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 |
| Market Liquidity Brief: December 2023 | Dec 6, 2023 |  | Standard Reports | Pro | Macro |
| State of Bitcoin Q3 2023 | Nov 15, 2023 | | Quarterly Reports | -- | Layer-1 · Quarterly Reports |
| Market Liquidity Brief: November 9th, 2023 | Nov 9, 2023 | | Recaps | Pro | Macro |
| Spoiler Alert – Coinbase Q3 Revenue Estimates | Nov 2, 2023 | | Standard Reports | Pro | Centralized Exchanges |
| Market Data Flows | Oct 27, 2023 | | Recaps | Pro | Macro |
| Bitcoin Brief - October 2023 | Oct 25, 2023 | | Recaps | Pro | -- |
| Bitcoin Brief - Runes, Grayscale, and MicroStrategy | Sep 28, 2023 | | Recaps | Pro | Layer-1 |
| Why L1 Blockchains are Valuable | Sep 27, 2023 |   | -- | Pro | Layer-1 |
| Ecosystem Brief: The Continued Growth of TON and Liquid Staking | Sep 25, 2023 | | Recaps | Pro | Layer-1 · Layer-2 |
| FTX Liquidations Update | Sep 11, 2023 | | Recaps | Pro | Centralized Exchanges · Macro |
| Unpacking Drivechains: Bitcoin's Bid for Sidechains | Aug 31, 2023 |  | Recaps | Pro | DeFi |
| Grayscale and X Spark Optimism Across Crypto Markets | Aug 29, 2023 |  | Recaps | Pro | Centralized Exchanges |
| State of Bitcoin Q2 2023 | Aug 23, 2023 | | Quarterly Reports | Pro | Layer-1 |
| State of Stacks Q2 2023 | Jul 25, 2023 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 · Layer-2 |
| Weekly Recap: Azuki Elementals, ZK Stack, and More | Jun 30, 2023 | | Recaps | Pro | Web3 |
| Weekly Recap: More Bitcoin ETFs, Rollup Developments, and More | Jun 23, 2023 | | Recaps | Pro | Layer-2 · Macro |
| Weekly Recap: BlackRock BTC ETF, Ordinals 2.0, Uniswap V4, and more | Jun 16, 2023 | | Recaps | Pro | DeFi |
| State of Stacks Q1 2023 | May 31, 2023 | | Quarterly Reports | -- | Quarterly Reports · Layer-1 · Layer-2 |
| Weekly Recap: Apple Switches Course, Vitalik on Security & More | May 26, 2023 | | Recaps | Pro | -- |
| Weekly Recap: Arbitrum Users, Lightning Network & More | May 19, 2023 | | Recaps | Pro | Web3 |
| Stacks: The Difficulties of Scaling Bitcoin | May 18, 2023 |  | -- | Pro | Layer-2 |
| Sector Brief - Extra Ordinary Bitcoin | May 16, 2023 | | Recaps | -- | Layer-1 · NFTs |