Theya Research publishes bitcoin-focused market analysis and macro commentary, linking bitcoin price action to geopolitics, Treasury funding, stablecoins and tariffs. Each issue opens with a product pitch for the Theya multi-sig wallet before a short written thesis.
Website: https://research.theya.us/
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.
A daily newsletter featuring Bitcoin content, with the excerpts showing original essays on macroeconomics, self-custody and Bitcoin ownership. Readers get clear explanations and a personal viewpoint on why Bitcoin matters.
A newsletter tracking global liquidity conditions, covering collateral values, central bank policy, bond yields and Bitcoin as a liquidity barometer. Issues combine weekly liquidity updates with longer analytical pieces that put market moves in historical context.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
