Research area

Bitcoin markets

Analysis of Bitcoin markets, liquidity, price formation, institutional demand, derivatives, and changing market structure

Monetary Reset and Bitcoin Stability

Macro trends 28 Mar 2025

Monetary Reset and Bitcoin Stability

On March 28, 2025, The Bitcoin Way podcast with Lawrence Lepard examined how unsustainable debt, inflation, and distorted fiscal policies necessitate a monetary reset. Lepard argues that Bitcoin’s fixed supply offers a stable alternative to debased fiat money.

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Bitcoin Quant Analysis & Security Trends

Power law 28 Mar 2025

Bitcoin Quant Analysis & Security Trends

The March 28, 2025 episode of Mr. M Podcast featuring Stephen Perrenod delivers a rigorous quantitative analysis of Bitcoin’s price dynamics, contrasting flawed stock-to-flow models with power law and quantile regression methods.

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Bitcoin Market Transformation: Beyond Cycles

Bitcoin markets 26 Mar 2025

Bitcoin Market Transformation: Beyond Cycles

The March 26, 2025 episode of the Stephan Livera Podcast with James Check examines Bitcoin’s shift from predictable cycles to a macro-driven market. The discussion emphasizes the growing importance of onchain analytics and institutional participation.

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Bitcoin ETFs: Capital Dynamics & Regulatory Shifts

Bitcoin markets 26 Mar 2025

Bitcoin ETFs: Capital Dynamics & Regulatory Shifts

On March 26, 2025, the Robin Seyr Podcast featured Charlie Morris discussing how Bitcoin ETFs are reshaping capital flows and market liquidity. The dialogue scrutinized regulatory hurdles, evolving custody models, and the influence of index fund reallocations.

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