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
🧪 Unlocking Bitcoin [Presentation]: The Bitcoin Tipping Point	Sypher Capital	March 2025
📊 State of Crypto: 2025 Market Outlet	Global X	February 2025
🟧 Stacks Q4 2024 Brief	Messari	February 2025
📈 Top 'Made in USA' Coins by MarketCap	CoinGecko	January 2025
📙 GTM in Asia Report: The Driving Force Behind Crypto Market Growth	Primitive Ventures	January 2025
📈 Top 10 Digital Assets Market Predictions	Aspen Digital	January 2025
📙 State of Tokenized BTC: A $1 Trillion Opportunity	Bitcoin Builders Association	December 2024
🟧 Our Thesis on Stacks	Portal Ventures	December 2024
📊 Scaling Bitcoin	GSR	November 2024
📊 Bitcoin L2s: A Modular Future	Galaxy Digital	November 2024
📊 Crypto Sectors in Q4 2024	Grayscale	September 2024
📈 Stacks August 2024 Snapshot	Signal21	August 2024
🟧 Building Block: Stacks	Grayscale	August 2024
📙 Bitcoin Layer 2 Ecosystems	Alpha Unhashed	June 2024
📙 Stacks Snapshot June 2024	Signal21	June 2024
🧪 The Future of Bitcoin #3: Scaling Bitcoin	Binance Research	May 2024
🟧 Q4 2023: No Denying Demand For Bitcoin L2s	Stacks Foundation	January 2024
📊 Stacks established developers up 51%	Electric Capital	January 2024
📙 Binance Research: Top 10 Narratives to Follow in 2024	Binance Research	December 2023
📙 Bitcoin Layers Report: Tapestry of a Trustless Financial Era	Spartan Group	December 2023