Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
4,510 documents
The commentary interprets a rally in Bitcoin and Ether through three derivatives indicators: perpetual swap funding, open interest, and futures-implied yields. Positive funding is described as the perpetual contract trading above spot, consistent with…
This weekly report surveys BTC and ETH derivatives conditions through implied volatility, futures yields, perpetual swap funding, and options skew. It describes BTC as having a less inverted implied volatility curve than ETH, whose implied volatility traded…
This market commentary describes Bitcoin options activity as spot prices tested resistance. It reports aggressive buying of call options before the weekend, followed by a shift toward call spreads that finance lower-strike calls by selling higher-strike…
This weekly market recap interprets signals across Bitcoin and Ether derivatives, including futures yields, perpetual funding, implied volatility, and option skew. It describes Bitcoin spot reaching a new high while short-dated implied volatility declined…
This podcast episode frames a debate over Bitcoin’s role in markets: whether it can hedge inflation and currency debasement or behaves more like a high-beta asset correlated with stocks. The listed discussion topics include volatility, stablecoins, Federal…
This weekly market recap describes how a risk-on rally affected BTC and ETH derivatives. It reports a sharp ETH spot advance alongside BTC regaining a major price level, and tracks associated changes in perpetual funding, futures implied yields, at-the-money…
The report reviews June 2023 volatility in BTC and ETH, comparing one-month at-the-money implied volatility with recent realised volatility and spot trading volume. It describes a pause in the prior decline in implied volatility as spot activity and…
This market commentary surveys a mixed week for Bitcoin and broader crypto assets. It notes weak direction, changing correlation with gold, low correlation with equities, and uncertainty in traditional markets. Crypto-specific discussion links subdued…
This weekly report surveys Bitcoin and Ether derivatives conditions after Bitcoin moved above $100,000. It describes moderately bullish signals across markets, including call-biased options skews and positive futures-implied yields, while noting that…
This commentary uses Bitcoin options and spot volatility measures to assess whether traders expect the rally toward $21K to continue. It compares implied volatility for similarly out-of-the-money calls and puts across several maturities, discussing put-call…
This market commentary weighs competing explanations for an ETH rally. It cautions against attributing the move automatically to expectations for a spot ETF, noting the distinct regulatory and staking questions Ethereum presents. It instead points to…
This podcast discussion reviews Bitcoin’s rebound after a 35% correction and considers why the downturn felt severe. The guest points to short-term holders being underwater, older large holders distributing, enthusiasm for treasury companies fading, and a…
This market commentary reviews a crypto rally alongside macro developments, including a Federal Reserve rate cut, ETF inflows, and China’s stimulus efforts. It describes Bitcoin approaching resistance while Ethereum rebounds more strongly, and considers how…
Paradigm reports a poll of U.S. likely voters fielded in February 2026 about prediction market awareness, use, public opinion, and regulation. The survey found reported use for wagering or checking odds, with differences across age, race and ethnicity, and…
The article describes the American Power Index, a composite measure that combines prediction market signals with facts about current government control. It is reweighted weekly and is intended to represent both present political power and expectations about…
In this podcast conversation, crypto investor Fred Ehrsam describes a possible progression from digital money to a new financial system and, eventually, a broad internet application platform. He connects this view to his experience in foreign-exchange…
This poll report examines crypto ownership, Bitcoin spot ETF interest, and crypto policy attitudes among 1,000 registered US voters surveyed online from February 28 to March 4, 2024. It reports differences by party, age, race and ethnicity, education, and…
This survey reports Republican voters’ views on crypto ownership, financial privacy, regulation, and political attitudes. It finds that crypto ownership was more common among younger and non-white Republicans than among the overall Republican sample, and…
This report describes how underbanked people interviewed by the authors use crypto for peer-to-peer payments, cross-border transfers, receiving client payments, and saving. Participants said they valued perceived control over their assets and described…
This survey maps the political views, identity, media use, risk attitudes, holdings, and consumer habits of U.S. crypto users. It reports a politically diverse respondent group, substantial personal identification with crypto, frequent use of social media…
This poll reports crypto ownership, intended investment, and policy attitudes among registered Democratic voters. Conducted from late July to early August 2024, it surveyed 804 self-identified Democrats and oversampled Black, Hispanic, and Asian American and…
This document presents findings from a survey of 300 traditional finance professionals across institutions, roles, and regions. The authors report broad dissatisfaction with existing financial infrastructure, which they describe as labor-intensive and…
The essay presents crypto as an emerging ecosystem whose speculation can attract capital, talent, attention, and infrastructure. It argues that trading scarce digital assets is an early expression of new property rights and that speculative participants can…
This commentary argues that prediction markets can aggregate information about political outcomes more quickly than conventional polling. It points to the 2024 US presidential race, where market-implied probabilities tracked a named election model and…