Research archive
Formal research, analytical essays, open models, and research notes.
The October 30, 2024 episode of The Bitcoin Layer has Nik Bhatia examines Bitcoin’s recent rally to near-record highs, linking it directly to massive deficit spending in the U.S. and China.
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The October 29, 2024 episode of the Anthony Pompliano Podcast features Sam Callahan discussing Bitcoin’s distinctive sensitivity to global liquidity conditions, its role as a hedge against inflation, and its emerging appeal to corporations amid fiat currency devaluation
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The October 29, 2024 episode of McNallie Money examines Bitcoin’s recent climb toward all-time highs, detailing the pivotal roles of ETF-driven demand, retail investor psychology, and mining industry dynamics.
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The October 29, 2024 episode of the David Lin Report features Lyn Alden analyzing how Treasury cash management will steer early-2025 liquidity.
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The October 29, 2024 episode of the What is Money Show features Bram Kanstein discussing fiat currency’s societal and moral failures, positioning Bitcoin as an ethical, decentralized alternative.
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The October 29, 2024 episode of the Scarce Assets features Andy Edstrom and Jesse Myers, exploring Bitcoin’s strategic value as an emerging asset class, its potential role as a national reserve, and innovations in Bitcoin custody.
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The October 29, 2024 episode of Sebastian's podcast unpacks current developments in Bitcoin mining, focusing on recent market surges, new legal appointments, and advanced mining technology releases.
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The October 29, 2024 episode of Blockware podcast features Matthew Sigel, Head of Digital Assets Research at VanEck, exploring Bitcoin’s appeal amid global fiscal instability, growing distrust in institutions, and evolving regulatory landscapes.
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The October 29, 2024 episode of the Unchained podcast features Pierre Rochard and Bitstein discussing the concept of hyperbitcoinization, describing it as a gradual and inevitable transition from fiat currencies to Bitcoin.
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The October 29, 2024 episode of the Robin Seyr podcast features Dennis Porter discussing the potential of Bitcoin as a U.S. strategic reserve, emphasizing its capacity to stabilize purchasing power, balance energy grids, and support renewable energy development.
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The October 28, 2024 episode of the Wake Up Call podcast features Jennifer Murphy, CEO of Runa Digital Assets, discussing Bitcoin's potential as a transformative financial asset.
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The October 28, 2024 episode of the Brandon Gentile podcast features Tom Luongo discussing the emerging dynamics in Bitcoin’s financial landscape, specifically focusing on a short squeeze and its potential to trigger a bull market.
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