[Writings]
Writings & Research
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.