This newsletter from mNAV covers public companies that hold Bitcoin on their balance sheets, with issues on tools such as a live globe of corporate Bitcoin holdings, a treasury terminal, and a time-corrected power-law indicator. Readers get product walkthroughs and some market framing, though the content is largely promotional for the company's own tools.
Website: https://insights.mnav.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 DeFi, built on cost basis, ETF flows, liquidity and holder behaviour. Each issue explains what the data says about support, resistance and near-term risks, with methodology notes on the indicators it uses.
A weekday newsletter that picks one crypto, markets or money story and argues a clear position on it, using specific figures from filings and reports. Recent issues cover JPMorgan's Bitcoin return forecast, Strategy's preferred stock buybacks, and the detention of HEX founder Richard Heart.
Bitcoin market analysis built on onchain data, technical setups and investor behaviour, with recent issues covering price pullbacks and treasury company strategies. Much of the full content sits behind a premium paywall, with excerpts and event updates visible to free readers.
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