🛠️
Stacks Documentation
  • Start Here
  • 🧠Concepts
    • Stacks 101
      • What Is Stacks?
      • Bitcoin Connection
      • Proof of Transfer
      • Stacks Among Other Layers
      • Financial Incentive and Security Budget
    • Network Fundamentals
      • Network Basics
      • Mainnet and Testnets
      • Accounts
      • Authentication
      • Bitcoin Name System
      • SIPs
      • Technical Specifications
    • Block Production
      • Mining
      • Signing
      • Bitcoin Finality
      • Bitcoin Reorgs
      • Stacking
    • Transactions
      • How Transactions Work
      • Post Conditions
    • Clarity
      • Overview
      • Decidability
    • sBTC
      • Core Features
      • sBTC Operations
        • Deposit
        • Withdrawal
        • Deposit vs Withdrawal Times
      • Emily API
      • Peg Wallet UTXO
      • Clarity Contracts
        • sBTC Registry
        • sBTC Token
        • sBTC Deposit
        • sBTC Withdrawal
      • Auxiliary Features
        • Transaction Fee Sponsorship
        • Signer Wallet Rotation
      • Walkthroughs
        • Signer Process Walkthrough
        • sBTC Transaction Walkthrough
      • sBTC FAQ
    • Gaia
      • Configuration
      • Deploy Gaia Hub
      • Amazon EC2
      • Linux
      • Mac OS
  • 🛠️Guides & Tutorials
    • Developer Quickstart
    • Clarity Crash Course
    • Build a Borrowing & Lending Protocol
    • Bitcoin Integration
      • Sending Bitcoin with Leather Wallet
      • Verifying a Bitcoin Transaction
      • Parsing a Bitcoin Transaction
    • Create Tokens
      • Creating a NFT
      • Creating a Fungible Token
    • Build a Frontend
      • Post Conditions with Stacks.js
      • Authentication with Stacks.js
      • Sending Transactions with Stacks.js
    • Run a Node
      • Run a Node with Docker
      • Run a Node with Digital Ocean
      • Run a Node with a Hosted Provider
      • Run a Node with Quicknode
      • Run a Bitcoin Node
      • Run a Pruned Bitcoin Node
    • Run a Miner
      • Miner Prerequisites
      • Miner Costs and Fees
      • Mine Testnet Stacks Tokens
      • Mine Mainnet Stacks Tokens
      • Verify Miner
    • Run a Signer
      • Signer Quickstart
      • How to Read Signer Logs
      • How to Monitor a Signer
      • Best practices for running a Signer
      • OpSec Best Practices
    • sBTC
      • How to Run an sBTC Signer
      • Best practices for running an sBTC Signer
      • How to Use the sBTC Bridge
      • Earn sBTC Rewards
    • Stack STX
      • Solo Stack
      • Operate a Pool
      • Stack with a Pool
      • Increase Stacked Position
      • Stop Stacking
    • Community Tutorials
  • 📚Reference
    • API
    • Clarity Types
    • Clarity Functions
    • Clarity Keywords
    • Stacks Node Configuration
    • Signer Configuration
    • Stacks Tooling
  • 🏗️Example Contracts
    • Audited Starter Contracts
    • Stacking
    • BNS
    • Multi Send
  • 🧡Press & Top Links
    • 🔶2024
      • 🔸January 2024
      • 🔸February 2024
      • 🔸March 2024
      • 🔸April 2024
      • 🔸May 2024
      • 🔸June 2024
      • 🔸July 2024
      • 🔸August 2024
      • 🔸September 2024
      • 🔸October 2024
      • 🔸November 2024
      • 🔸December 2024
    • 🔶2025
      • 🔸January 2025
      • 🔸February 2025
  • 🧡Bitcoin Theses and Reports
    • 🟠Bitcoin Theses
    • 📙Bitcoin Reports
  • Contribute
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  1. Bitcoin Theses and Reports

Bitcoin Reports

This list will be updated monthly and capture notable investor theses or industry commentary on Stacks and the Bitcoin ecosystem.

PreviousBitcoin ThesesNextContribute

Last updated 2 months ago

Was this helpful?

Title
Outlet/Author
Date

📈

Aspen Digital

January 2025

📙

Bitcoin Builders Association

December 2024

🟧

Portal Ventures

December 2024

📊

GSR

November 2024

📊

Galaxy Digital

November 2024

📊

Grayscale

September 2024

📈

Signal21

August 2024

🟧

Grayscale

August 2024

📙

Alpha Unhashed

June 2024

📙

Signal21

June 2024

🧪

Binance Research

May 2024

🟧

Stacks Foundation

January 2024

📊 Electric Capital Report

Electric Capital

January 2024

📙

Binance Research

December 2023

📙

Spartan Group

December 2023

🧡
📙
Top 10 Digital Assets Market Predictions
State of Tokenized BTC: A $1 Trillion Opportunity
Our Thesis on Stacks
Scaling Bitcoin
Bitcoin L2s: A Modular Future
Crypto Sectors in Q4 2024
Stacks August 2024 Snapshot
Building Block: Stacks
Bitcoin Layer 2 Ecosystems
Stacks Snapshot June 2024
The Future of Bitcoin #3: Scaling Bitcoin
Q4 2023: No Denying Demand For Bitcoin L2s
Stacks established developers up 51%
Binance Research: Top 10 Narratives to Follow in 2024
Bitcoin Layers Report: Tapestry of a Trustless Financial Era