Research area
The April 9, 2025 episode of BTC Sessions featured Bitcoin Mechanic, Adam O’Brien, and Steve Barbour delving into custody reforms, the risks of paper Bitcoin, and mining decentralization.
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This November 5, 2024 episode of the Robin Seyr podcast features Patrick Lowry discussing the FASB’s 2025 fair value accounting rule for Bitcoin, and how it may drive a new era of corporate Bitcoin adoption, allowing firms to list Bitcoin at market value on their balance sheets.
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The October 28, 2024 episode of the TFTC podcast features onchain analyst James Check explaining how Bitcoin's market cycles are being fundamentally altered by the entry of derivatives and other institutional financial products, notably those from BlackRock.
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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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