Latest posts
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Bitcoin ETFs, Custody Risks, and Institutional Adoption
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Bitcoin’s Design Limits, Market Cycles, and Institutional Risks
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Non-Technical Introduction to Our Bitcoin Modeling Framework
In this blog, I want to explain the basic structure of the Bitcoin price analysis framework and develop a single model as an example of how it works in practice. Now that the updated framework is fully functional, I want to ‘take it out for a spin.’ Frameworks and Models In a past journal article,
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Understanding Bitcoin Supply & Demand – A Backgrounder
Microeconomic Basics I’m an applied economist by training (agricultural economics), so view the world in terms of supply and demand of goods and services. P=price; Q=quantity; s=suppy curve; d=demand curve; the equilibrium is where they meet Our Bitcoin price forecast framework is based on aggregate market supply and demand ‘working together’ to figure out equilibrium
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Bitcoin supply, demand, and price dynamics
Here is the SSRN link for a new working paper now out: https://dx.doi.org/10.2139/ssrn.5386623 This is a followup paper on our first modeling paper: https://doi.org/10.3390/jrfm18020066 For a quick rundown on the content, see my thread on X: https://x.com/DrMurrayRudd/status/1955312083932942417 I will be posting various example scenarios and further content over the next while – follow me on
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Institutional Holding, ETF Risks, and Impending Bitcoin Supply Shock
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Network Cohesion, Market Risks, and Circular Adoption
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Institutional Adoption, Treasury Models, and Bitcoin’s Evolving Market Cycles
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Bitcoin’s Meme Culture, Art Evolution, and On-Chain Music Innovation
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t
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Pacific Northwest Bitcoin Mining Constraints and Growth Paths
My ‘briefing notes’ summarize the content of podcast episodes; they do not reflect my own views. They contain (1) a summary of podcast content, (2) potential information gaps, and (3) some speculative views on wider Bitcoin implications. Pay attention to broadcast dates (I often summarize older episodes) Some episodes I summarize may be sponsored: don’t