Bitcoin Theses

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

Title	Outlet / Author	Date
TradFi Tomorrow: DeFi and the Rise of Extensible Finance	Paradigm	March 2025
💭 It's time to make your It’s time to make your BTC productive again	Aspen Digital	March 2025
💭 The Bitcoin Renaissance: Unlocking Trillions in Value	Leeor Shimron, Forbes	August 2024
💭 My journey with the Blockchain Ecosystem and why do I like Stacks?	Ali Farid Khwaja	July 2024
🖋️ Bitcoin and Future Infracon Highlights	Arkstream Capital	June 2024
📊 The Build on Bitcoin Era is Here	Myth of Money	February 2024
📊 2024 Bitcoin Halving: This Time It's Different	Grayscale	February 2024
🌱 The Year Ahead	Pantera	January 2024
🌱 State of Bitcoin Q4 2023	Messari	January 2024
🖋️ Notable Moments for Bitcoin in 2024	Trust Machines	January 2024
📙 Bitcoin Layers: Tapestry of a Trustless Financial Era	Spartan Group	December 2023
🧪 A Technical History of Blockchain Design, Innovation, and Narratives	Foundation Capital	December 2023
📊 2024 Crypto Market Outlook	Coinbase	December 2023
👀 STX Thesis Update	Hal Press	December 2023