A Substack covering Bitcoin treasury companies, with frameworks for sorting them by financing model and operating strength. It also offers opinionated commentary on how Bitcoin finance, preferred shares and payments on social media may reshape markets.
Website: https://timkotzman.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.
Ein deutschsprachiger Newsletter, der Bitcoin-Nachrichten und Privatsphäre-Themen einordnet, etwa Bankenberichte, Hardware-Wallet-Sicherheitsvorfälle und alternative Token-Projekte. Er bietet zudem Hinweise auf Workshops und Veranstaltungen in München und online.
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