Research

We’ve invented some of the most cited on-chain fundamental strategies in the industry. Read more about some of our open-source Bitcoin and equity market strategies.

The Three Factor Model

90% of the S&P500 returns over the last half century can be explained by a simple three factor macroeconomic model. GDP, money supply and...

Charles Edwards

Why markets are not as overvalued as you might think.

Charles Edwards

Bitcoin Miner Sell Pressure

Charles Edwards

The Bitcoin Yardstick

Charles Edwards

Everything you need to know about yield curves

Charles Edwards

SLRV Ribbons

Charles Edwards

The Digital Asset Thesis

Charles Edwards

The Capriole Macro Index

Charles Edwards

A Simple Metric to Identify Bitcoin Tops

Charles Edwards

What is Money?

Charles Edwards