[Insights]
Insights & Research
UTXO settles the first Bitcoin Depositary Receipt through DTC.
Inside the first Bitcoin Depositary Receipt to settle through DTC, the STRC flash crash and Strategy's disciplined response, and what 50-50 CLARITY odds mean for the fall calendar.
The First Bitcoin Depositary Receipt to Trade Through Prime Brokerage and Settle Through DTC
UTXO Management initiated the first Bitcoin Depositary Receipt to trade through a prime brokerage platform and settle through DTC, executed by Clear Street alongside GTS and RDC.
SpaceX joins the Bitcoin treasury leaderboard with 18,712 BTC.
SpaceX discloses 18,712 BTC, Strive switches on daily dividends at 13% annualized, and Metaplanet acquires a Japanese broker — the treasury playbook goes multinational.
Strategy sells BTC for the first time in four years.
What Strategy's first sale in four years actually signals, the CFTC's green light for regulated Bitcoin perpetuals, and UTXO's first institutional position in Bitcoin staking on Stacks.
Strategy crosses 843k BTC. MARA pivots to AI. Strive ships daily dividends.
Strategy's $2B accumulation week, the CLARITY Act clearing committee 15–9, MARA's pivot to AI — and why corporate bids are holding the floor while ETF flows turn negative.
UTXO Management Announces UTXO Preferred Income Strategies LP
UTXO Management announces the formation of UTXO Preferred Income Strategies LP, a dual-class structured income fund targeting digital credit preferred securities for qualified purchasers.
Bitcoin and the Quantum Threat: A Non-Technical Guide
Whether quantum computing poses an existential threat to Bitcoin’s cryptographic security, how the community is mobilising to mitigate the risks, and why the quantum threat is first and foremost a social consensus issue.
Forecasting Institutional Flows to Bitcoin in 2025/2026
Exploring the game theory of hyperbitcoinization and the institutional capital flows expected into Bitcoin over the next two years.
Bitcoin Stablecoins: Coming back with a vengeance?
A look at the resurgence of Bitcoin-based stablecoin infrastructure and what it means for the ecosystem.
State Of The Bridges 1
An overview of bridge designs for Bitcoin L2s and the nuances of the scaling debate.
Post Nashville Event Recap – A Bitcoin VC Perspective
The good, the bad, and the bullish — perspectives from tradfi investors, crypto investors, Bitcoin founders, analysts, and mining executives.
UTXO Management Quarterly Report
Deploying institutional liquidity on Bitcoin — a quarterly review of UTXO Management activities and the Bitcoin ecosystem landscape.
UTXO Investment Thesis: The Settlement Chain
Outlining UTXO Management’s investment thesis — how cultural and technological forces are reshaping Bitcoin as a network and an asset.
Bitcoin Spot ETFs Go Live
Eleven separate Bitcoin spot ETFs launched in a monumental first day of trading, setting the stage for institutional and retail flows.
BTC Market Update – Gamma Squeeze Edition
The recent surge in Bitcoin can be attributed to a gamma squeeze in the options market — analyzing the dynamics behind muted volatility.
RGB: An In-Depth Analysis of the RGB Bitcoin Layer 2 Approach
A streamlined overview of RGB’s nascent but promising role in Bitcoin’s ongoing evolution, consolidating existing knowledge on the protocol.