🛠️
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
    • Testing Smart Contracts
      • Fuzz Testing
    • 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
    • Oracles
    • 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
      • 🔸March 2025
      • 🔸April 2025
      • 🔸May 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.

Title
Outlet/Author
Date

Sypher Capital

March 2025

Global X

February 2025

Messari

February 2025

CoinGecko

January 2025

Primitive Ventures

January 2025

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

January 2024

Binance Research

December 2023

Spartan Group

December 2023

PreviousBitcoin ThesesNextContribute

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📊 Electric Capital Report

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🧡
📙
Unlocking Bitcoin [Presentation]: The Bitcoin Tipping Point
State of Crypto: 2025 Market Outlet
Stacks Q4 2024 Brief
Top 'Made in USA' Coins by MarketCap
GTM in Asia Report: The Driving Force Behind Crypto Market Growth
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