A bitcoin newsletter built around on-chain metrics and cycle comparisons, tracking support and resistance levels such as the ETF cost basis and short-term holder cost basis. Readers get recurring price-level analysis, cycle benchmarking against past bottoms, and macro context, with much of the detailed charting paywalled.
Website: https://bitcoinstrategy.substack.com
Data-driven crypto research covering DeFi lending, curated vaults and onchain perpetuals, with specific figures and protocol-level analysis. Readers get quarterly market-share breakdowns and explanations of governance proposals and trust models.
Glassnode Research publishes on-chain and market analysis of Bitcoin, Ethereum and other digital assets, including weekly market reports and methodology pieces on its indicators. Readers get data-backed reads on price levels, cost bases, derivatives, ETF flows and institutional positioning.
Jameson Lopp writes long-form essays on Bitcoin protocol debates, privacy, and freedom, including a multi-part series on quantum risk and a historical post mortem of BIP-110. Readers get a strongly argued, well-sourced personal perspective on Bitcoin governance and security, with occasional personal reflections.
A daily newsletter featuring Bitcoin content, with the excerpts showing original essays on macroeconomics, self-custody and wallet security. Readers get clear explainers tying Bitcoin to public finance and personal sovereignty.
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