Bitcoin Articles
Leading research and insights
This post is part of our Bitcoin Resources series, a curated collection of articles, books, podcasts, and videos that were pivotal in shaping our understanding of Bitcoin.
In this edition, we’ve focused on must-read articles, categorizing them to take you from the fundamentals to more advanced perspectives. These resources are ideal for anyone looking to understand Bitcoin through the lens of reports and articles.
How to use this article guide
Start with the Basics: Begin with articles that explain Bitcoin’s origins and role as sound money.
Explore Key Themes: Progress through sections on investment, technology, and macroeconomics for a well-rounded understanding.
1. Bitcoin basics: laying the groundwork
Understanding Bitcoin starts with the fundamentals, this section introduces Bitcoin’s origins, its monetary attributes, and why it’s considered a groundbreaking innovation in the evolution of money.
The Bullish Case for Bitcoin by Vijay Boyapati explains the origins of money and the attributes of a good store of value while addressing misconceptions about Bitcoin, making it an essential primer for newcomers.
Bitcoin First by Fidelity Digital Assets highlights why Bitcoin is a unique and foundational asset, setting it apart from other cryptocurrencies and making the case for its inclusion in investment portfolios.
Gradually Then Suddenly by Parker Lewis offers a roadmap for understanding Bitcoin’s foundational principles through a series of concise, insightful blog posts designed to simplify complex topics.
2. Investing in bitcoin: building conviction
Bitcoin is increasingly seen as an investment asset, this section equips readers with insights to navigate Bitcoin’s value proposition as part of a portfolio.
Tell Me About Bitcoin by Preston Pysh is a concise guide for answering common Bitcoin questions, making it perfect for onboarding friends, family, and newcomers.
How to Position for the Rally in Bitcoin by Tuur Demeester provides actionable insights into strategic positioning for Bitcoin rallies, making it ideal for investors looking to capitalize on market opportunities.
The Investment Case for Bitcoin by VanEck breaks down why Bitcoin belongs in a diversified portfolio, offering a professional perspective backed by institutional-grade analysis.
Stone Ridge 2020 Shareholder Letter explores monetary history and Bitcoin’s unique role in a modern financial portfolio, providing a comprehensive view of its investment thesis.
BVI Macro Outlook 2020 by Paul Tudor Jones and Lorenzo Giorgianni examines Bitcoin’s role as a hedge against monetary inflation, highlighting its relevance during periods of economic uncertainty.
Why Bitcoin Matters by Marc Andreessen discusses Bitcoin’s revolutionary impact on finance, positioning it as a groundbreaking innovation akin to the Internet.
How to Value Bitcoin by Lynn Alden introduces a robust framework for evaluating Bitcoin’s intrinsic value, helping investors understand its price movements and long-term potential.
ArkInvest On-Chain Data Overview dives into the power of on-chain data, showcasing how it can inform market decisions and provide insights into Bitcoin’s network activity.
Valuing Bitcoin by Grayscale presents professional guidance for investors navigating Bitcoin valuation, making it essential for anyone building conviction in Bitcoin.
3. Bitcoin technology: understanding how it works
To fully grasp Bitcoin’s value, it’s critical to understand its underlying technology. This section explores the innovations that make Bitcoin secure, decentralized, and fundamentally different from other assets.
Why Bitcoin Works by Jimmy Song explains the technological principles behind Bitcoin, helping readers understand why it functions as a secure and robust monetary system.
It’s the Settlement Assurances, Stupid by Nic Carter explores Bitcoin’s unparalleled settlement qualities, highlighting its unique role as the first truly digital monetary asset.
Why Bitcoin Is Different by Jimmy Song delves into Bitcoin’s distinguishing features, emphasizing why it stands apart from other cryptocurrencies.
Developers of Bitcoin by NYDIG examines the vibrant community of open-source developers who maintain Bitcoin’s code, underscoring its decentralized and collaborative nature.
What Are the Key Principles of Bitcoin? by Jameson Lopp explores Bitcoin’s foundational principles, offering a clear explanation of the mechanisms that secure the network.
Bitcoin Is Worse Is Better is a 2011 essay that frames Bitcoin’s long opposition and slow adoption as part of its strength, aligning it with the “Worse is Better” paradigm.
4. Bitcoin and the macro perspective
Bitcoin has implications far beyond technology and investment. This section examines its societal, economic, and philosophical impact, positioning it as a transformative force in the modern world.
Bitcoin Net Zero by NYDIG evaluates Bitcoin’s energy consumption within the context of its societal role, providing a balanced perspective on its environmental impact.
Bitcoin ESG Imperative by KPMG analyzes Bitcoin’s potential to drive environmental, social, and governance (ESG) value, offering insights for stakeholders in Bitcoin’s ecosystem.
The Number Zero and Bitcoin by Robert Breedlove draws fascinating parallels between Bitcoin and the discovery of zero, framing it as a revolutionary breakthrough in human history.
Bitcoin Is Time by Gigi explores the profound connection between Bitcoin, time, and money, highlighting its deeper philosophical implications.
The Bitcoin Reformation by Tuur Demeester compares Bitcoin’s rise to the Protestant Reformation, emphasizing its role as a disruptive force in finance.
A Most Peaceful Revolution by Nic Carter positions Bitcoin as a groundbreaking financial revolution, highlighting its potential to reshape the global monetary system.
This curated articles guide provides a structured path to mastering Bitcoin. By starting with the basics, exploring its investment potential, understanding its technology, and examining its macroeconomic relevance, you’ll gain a comprehensive understanding of Bitcoin’s transformative potential.
For more curated resources, visit our Bitcoin Resources section. Stay curious, and keep learning!