Research archive
Formal research, analytical essays, open models, and research notes.
In an Everyday Investor interview, Rishab Sethi from the New Zealand Super Fund covers the fund's operations, investment strategies, and performance. He also discusses the potential inclusion of Bitcoin in the fund's portfolio, highlighting its growing legitimacy as an institutional asset.
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In this post, I deep dive into BlackRock's research article on Bitcoin's returns, strong positive skewness, and implications for allocating Bitcoin to investment portfolios. Could this be the paper that set off the ETF gold rush?
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In the July 18, 2024 episode of "Bitcoin for Millennials," Bram Kanstein interviews Fernando Nikolić. Fernando shares his journey from Argentina, a country plagued by severe inflation, to discovering Bitcoin as a solution to financial instability.
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In the July 17, 2024 podcast "Mining Hardware and Infrastructure," Matt Lousteau from Giga discusses innovative strategies in Bitcoin mining, focusing on modular solutions, efficient supply chain management, and advanced cooling technologies.
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James Check, an onchain analyst, shares his insights on the current Bitcoin market dynamics in the June 7, 2024 Blue Collar Bitcoin podcast episode.
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In a recent interview on the Bitcoin Layer, Saifedean Ammous argues that secure property rights enable capital accumulation, future planning, and mutually beneficial trade. Bitcoin's deflationary nature promotes saving and capital formation, making it a key tool for sustainable economic growth.
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The "Bitcoin Fundamentals" podcast, hosted by Preston Pysh, recently featured Ryan MacLeod, an advocate for nuclear energy, discussing the intersection of nuclear power and Bitcoin mining.
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In the July 15, 2024 Stephan Livera Podcast, Tony Klausing and Stephan talk about stable channels. The growth of stablecoins highlights the need for decentralized solutions like stable channels that mitigate centralization risks.
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Jeff Booth’s July 9, 2024 interview on the Coin Stories podcast with Natalie Brunell looks into the deflationary nature of technology and Bitcoin. He argues that Bitcoin and AI drive deflation and productivity gains, challenging conventional models.
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In this blog post, we dig into the study "Are cryptocurrencies currencies? Bitcoin as legal tender in El Salvador" by Alvarez, Argente, and Van Patten, published in Science. Read on to explore the key findings from our review.
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NVK, in his discussion on the July 12, 2024 podcast "What Bitcoin Did," examines the pervasive influence of AI in modern society and its implications for privacy and surveillance.
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Applying a game theory lens to Bitcoin can help build understanding about the current state of Bitcoin adoption, as well as forward-looking strategies to nudge the direction that the Bitcoin space evolves.
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