Research area
Analysis of Bitcoin markets, liquidity, price formation, institutional demand, derivatives, and changing market structure
The December 17, 2024 episode of the Rajat Soni Podcast featuring Samson Mow examines Bitcoin’s finite supply and the implications of institutional strategies, market mechanisms like gamma squeezes, and a shift toward hyperbitcoinization.
Read the analysis
The February 06, 2025 episode of What Bitcoin Did with Rational Root provides a detailed analysis of Bitcoin’s technical indicators, market cycles, and institutional adoption trends.
Read the analysis
In the January 23, 2025 episode of the Robin Seyr podcast, Murray Rudd outlines how a contraction in Bitcoin’s liquid supply may lead to a dramatic supply shock, while highlighting opportunities in renewable energy integration and state financial innovation.
Read the analysis
The December 17, 2024 episode of the Scarce Assets podcast features Dennis Porter examining Bitcoin’s surge beyond 100K.
Read the analysis
The December 16, 2024 episode of Coin Stories features Matthew Sigel discussing the evolving perspectives on Bitcoin as an emerging global asset facing complex regulatory, market, and geopolitical pressures.
Read the analysis
This post gives a non-technical summary of our new Satoshi Action working paper. We developed a Bitcoin supply-and-demand framework and model for forecasting Bitcoin price trajectories out to 2036.
Read the analysis
The December 2, 2024 episode of the Stephan Livera Podcast features Plan C and Sminston discussing Bitcoin's long-term price behavior using the power law model, emphasizing its predictive reliability.
Read the analysis
The December 3, 2024 episode of the Unchained podcast features market analyst Willie Woo discussing Bitcoin’s evolving role as a strategic global asset, driven by institutional adoption, energy-backed scarcity, and long-term adoption prospects.
Read the analysis
In the December 7, 2024 episode of The Bitcoin Layer podcast, Nik Bhatia reflects on how Bitcoin’s price breakthrough past $100,000 signals a major shift in how its future market potential is framed.
Read the analysis
The November 29, 2024 episode of the Rajat Soni podcast features Sina explaining Bitcoin’s historical adherence to the power law model, its declining volatility, and the transformative impact of network effects.
Read the analysis
The November 26, 2024 episode of the Brandon Gentile podcast features John Haar discussing the implications of Bitcoin’s increasing adoption, including its potential as a U.S. strategic reserve asset, the impact of nation-state activity, and the evolving policy environment.
Read the analysis
The November 25, 2024, episode of the Stephan Livera Podcast features Sina discussing the statistical modeling of Bitcoin’s price using the power law and the unique role of MicroStrategy as a corporate vehicle for Bitcoin exposure.
Read the analysis