A Bitcoin-focused newsletter by Brian Hirschfield that dissects credit ratings of Bitcoin treasury companies, institutional Bitcoin adoption and pension risk, and the economics of Bitcoin mining hardware. Readers get analytical commentary on how S&P and pension managers treat Bitcoin, plus a first-person argument that mining machines rarely beat simply holding Bitcoin.
Website: https://fundamentals.ghost.io/
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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