A quantitative newsletter that models Bitcoin price using log-periodic power law (LPPL) fits and tests whether monetary liquidity measures lead Bitcoin returns. It also explores Bitcoin's electricity use relative to network wealth, with statistical caveats about R² values and sample choices.
Website: https://stephenperrenod.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.
Vini Volpatte is a Portuguese-language newsletter that analyses how AI, quantum computing and monetary policy affect crypto security and financial markets. Each issue combines recent news with explanatory context and specific figures, such as Bitcoin Core's disclosure policy change and the gap between Fed rate moves and Treasury yields.
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