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Analysis

Bitcoin

Analysis and key data on Bitcoin as a financial asset and decentralised infrastructure
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Investment
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Treasuries

Bitcoin Treasury Companies: Diving into a business model unique in the world

The Bitcoin Treasury Companies are inventing a new business model centered on the massive accumulation of Bitcoin. This report immerses you in an analysis of their strategy, risks and impact on global finance.
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Analysis
Mining vs. AI: The end of the "pure-play" model for industry giants?
Aleksandar Bukovski
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Interviews
Yorick de Mombynes: "Trump is contributing to the rise of Bitcoin but is sawing off the branch he's sitting on"
Grégory Raymond
Raphaël Bloch
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Analysis
What are the major challenges facing Bitcoin?
Lorris Beziers
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Analysis
Top-performing portfolios of 2025: What were the winning strategies?
Aleksandar Bukovski
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Analysis
The state of the digital assets market in Q4 2025
Aleksandar Bukovski
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Analysis
The state of the crypto market in Q3 2025
Aleksandar Bukovski
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Analysis
The state of Bitcoin in Q3 2025
Aleksandar Bukovski
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Analysis
The Kevin Warsh effect: when the Fed rattles gold and Bitcoin
Aleksandar Bukovski
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Takeaways
The Big Whale Market Call - September 2025
Aleksandar Bukovski
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Takeaways
The Big Whale Market Call - October 2025
Aleksandar Bukovski
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Takeaways
The Big Whale Market Call - November 2025
Aleksandar Bukovski
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Takeaways
The Big Whale Market Call - February 2026
Aleksandar Bukovski
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Takeaways
The Big Whale Market Call - December 2025
Aleksandar Bukovski
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Op-eds
TRIBUNE. Capital B, Sequans... what's next? French DATs face the financing wall
Philippe Rodriguez
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Analysis
State of Crypto Report - Q2 2025
Aleksandar Bukovski
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Analysis
Study: Bitcoin Facing the Global Monetary Spiral
Aleksandar Bukovski
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Analysis
Strategy, XXI, Metaplanet, The Blockchain Group: A Comparison of Bitcoin Treasury Companies
Aleksandar Bukovski
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Analysis
Market analysis: collapsing liquidity makes the market explosive
Grégory Raymond
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Analysis
Markets: have we entered a bear market?
Grégory Raymond
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Analysis
Market analysis: the crypto industry in 2003
Grégory Raymond