Research paper and podcast summaries
Searchable "briefing notes" (summaries of long-form podcast content) and research review notes (detailed academic article summaries) are available here. I use both in my research (the information underlying briefing notes in horizon scans; research review notes help me understand the full implications of potential citations I use in my writing). Research review notes require a free subscription.
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Latest briefing note
Texas Grid Tariffs and the Changing Economics of Flexible Mining
Explore how Texas peak tariffs, battery competition, and emerging AI flexibility reshape Bitcoin mining economics and grid cost allocation.
Read the briefingLatest research review note
When preferred issuance protects existing holders
Explore how cash commitments and coupon-funding rules shape whether new preferred issuance protects existing Bitcoin treasury company holders in a formal model.
Read the review