Bitcoin

Written reports and podcast content that pertains to the Bitcoin Network

Token EconomicsEthereum DeFiAlternative L1'sLayer 2State of the UnionOnchain Data UpdatesThesis ReportsPodcastThe Watch ListSolanaValuation FrameworksReal World AssetsEthereumHiddenTDR ProMemecoinsMarkets CommentarySolana DeFiInvestment MemosDeFiIdentityBlockchain EducationPortfolio AlertsDePINRegulation & PolicymakingNFTsCycle Awareness UpdatesStablecoinsBitcoinQuarterly Reports
Markets CommentaryMarkets Commentary
+1+1
Is the Top In?

Is the Top In?

An update on our market outlook

Michael Nadeau
Michael Nadeau
TDR ProTDR Pro
+1+1
Does Bitcoin Follow Gold?

Does Bitcoin Follow Gold?

A data-driven deep dive exploring the relationship between "digital gold" and it's counterpart

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+3+3
Greed back on the table?

Greed back on the table?

A macro update + look onchain

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+1+1
Fair Value for Bitcoin

Fair Value for Bitcoin

How to identify the BTC bottom when it comes

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+3+3
BTC is Nearing its Moment of Truth

BTC is Nearing its Moment of Truth

All eyes on key support zones

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+1+1
Time to start buying?

Time to start buying?

The big picture + views on the market setup

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+2+2
Onchain data pointing to cycle top?

Onchain data pointing to cycle top?

A "cycle awareness" update

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+2+2
Risk on or risk off?

Risk on or risk off?

A framework for risk in 2025

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+2+2
Is ETH/BTC finally capitulating?

Is ETH/BTC finally capitulating?

An overdue update on the Ethereum ecosystem

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+3+3
Local Top or Full Send?

Local Top or Full Send?

Analyzing key Bitcoin metrics relative to past cycles

Michael Nadeau
Michael Nadeau
SolanaSolana
+4+4
Time to be fully allocated?

Time to be fully allocated?

Views on the current setup.

Michael Nadeau
Michael Nadeau
Onchain Data UpdatesOnchain Data Updates
+2+2
Macro & Onchain Data Chart Pack

Macro & Onchain Data Chart Pack

Recession or market melt up?

Michael Nadeau
Michael Nadeau