🛠️
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
    • 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
  • 🧡Bitcoin Theses and Reports
    • 🟠Bitcoin Theses
    • 📙Bitcoin Reports
  • Contribute
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  1. Bitcoin Theses and Reports

Bitcoin Theses

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

PreviousMarch 2025NextBitcoin Reports

Last updated 1 month ago

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Title
Outlet/Author
Date

Paradigm

March 2025

💭

Aspen Digital

March 2025

💭

Leeor Shimron, Forbes

August 2024

💭

Ali Farid Khwaja

July 2024

🖋️

Arkstream Capital

June 2024

📊

Myth of Money

February 2024

📊

Grayscale

February 2024

🌱

Pantera

January 2024

🌱

Messari

January 2024

🖋️

Trust Machines

January 2024

📙

Spartan Group

December 2023

🧪

Foundation Capital

December 2023

📊

Coinbase

December 2023

👀

Hal Press

December 2023

TradFi Tomorrow: DeFi and the Rise of Extensible Finance
It's time to make your It’s time to make your BTC productive again
The Bitcoin Renaissance: Unlocking Trillions in Value
My journey with the Blockchain Ecosystem and why do I like Stacks?
Bitcoin and Future Infracon Highlights
The Build on Bitcoin Era is Here
2024 Bitcoin Halving: This Time It's Different
The Year Ahead | Pantera Blockchain Letter
State of Bitcoin Q4 2023
Notable Moments for Bitcoin in 2024
Bitcoin Layers: Tapestry of a Trustless Financial Era
A Technical History of Blockchain Design, Innovation, and Narratives
2024 Crypto Market Outlook
STX Thesis Update
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