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.
5,922 documents
The document describes how inflows into spot Bitcoin ETFs, especially IBIT, FBTC, and ARKB, may reflect institutional and retail demand. It links rising inflows with price rallies and slower flows with pullbacks, and discusses macroeconomic influences such…
The document compares Bitcoin and gold as potential reserve assets, focusing on scarcity, their possible role in hedging inflation, and differences in mining impacts. It also invokes the historical gold standard as an example of how reserve backing may…
The document explains how spot Bitcoin ETFs give investors exchange-traded exposure through funds that hold Bitcoin, contrasting them with futures-based products whose returns can be affected by futures-market conditions such as contango and backwardation.…
The document explains market net asset value (mNAV) as the relationship between a crypto treasury company’s share value and the net asset value of its holdings. It describes how a premium can make share issuance a source of capital for buying more digital…
The document explains a cryptocurrency index product designed to track ten large assets by market capitalization. It describes a portfolio led by Bitcoin and Ethereum, with a selection of major altcoins, and says speculative categories are excluded through…
The article describes a proposed exchange traded fund combining PENGU, a Solana based token associated with the Pudgy Penguins ecosystem, and selected Pudgy Penguins NFTs. Its stated allocation is 80–95% PENGU and 5–15% NFTs. The proposal is presented as a…
The document explains the distinction between US dollar stablecoin margined options and crypto margined options for BTC and ETH. In the described linear contracts, margin, premium, payoff, and settlement are denominated in USD or supported stablecoins; the…
The article outlines how machine learning tools may extend conventional crypto technical analysis. It describes processing price history, sentiment, news, and macroeconomic information to identify patterns or estimate market direction, and gives RSI and…
The document surveys reported Bitcoin holdings and purchase approaches among companies and a national government. Examples include businesses raising capital to acquire Bitcoin, a Japanese firm that plans quarterly mark-to-market reporting, and a company…
The article assesses Bitcoin against common safe-haven criteria: stability, liquidity, scarcity, and low correlation with risk assets. It contrasts Bitcoin with gold, government bonds, and major currencies, then weighs Bitcoin’s capped supply,…
The article describes ETHZilla’s announced partnership with Liquidity.io, focusing on real-world asset tokenization on Ethereum layer 2 networks and access to a regulated alternative trading system for token listings. It presents lower transaction costs and…
The document connects Solana’s technical characteristics with its use in decentralized finance and institutional treasury strategies. It describes high transaction speed and low fees as supporting decentralized exchanges, lending, borrowing, staking, and…
The document describes DeFi Development Corp.’s strategy of holding SOL as a major treasury asset, staking tokens through multiple validators, and developing proprietary validator infrastructure. It presents staking as a way to earn native yield while…
The document describes a proposed publicly traded treasury vehicle focused on acquiring CRO, formed through a partnership involving Trump Media, Crypto.com, and Yorkville Acquisition Corp. It outlines a funding package combining CRO tokens, cash, warrants,…
The document describes 21Shares’ cross-listing of six crypto exchange-traded products on Nasdaq Stockholm. It names four single-asset products—Aave, Cardano, Chainlink, and Polkadot—and two diversified baskets. It explains that exchange-traded products let…
This guide introduces criteria for choosing cryptocurrencies as a beginner, emphasizing an established track record and larger market capitalization as signs of familiarity and relative stability. It highlights Bitcoin, Ethereum, and Solana, framing Bitcoin…
The document surveys how several institutions and prominent investors manage Ethereum exposure. Examples include a Lido DAO founder borrowing USDT through Aave to buy ETH, SharpLink Gaming accumulating ETH through periodic purchases, and World Liberty…
The document describes Twenty One Capital, a Bitcoin-focused company pursuing a public listing through a business combination with Cantor Equity Partners, a SPAC. It reports financial backing from Tether, SoftBank Group, and other investors, with financing…
The document describes an institutional treasury strategy that holds and stakes Toncoin, combining staking rewards with potential gains or losses from TON’s market price. It presents the Ton Strategy Company’s allocation and fundraising as evidence of…
The article describes public companies building reserves in LINK, ETH, BNB, and AVAX as part of corporate treasury strategies. It gives examples of reported holdings and accumulation targets, presenting these purchases as ways to gain exposure to blockchain…
The article explains how blockchain tokens can represent fractional interests in real estate, potentially lowering the capital required to participate and enabling digital trading. It describes a project involving luxury properties, with a reported initial…
The document surveys tokenomics as the design of a token’s issuance, allocation, use, and governance. It covers stakeholder distributions, vesting schedules, emission changes, airdrops, burns, governance rights, and ecosystem funds. It also notes that moving…
The article examines Harvard’s reported investment in BlackRock’s iShares Bitcoin Trust (IBIT) as an example of institutional exposure to Bitcoin through an exchange-traded fund. It states that in Q3 2025 the endowment held 6.8 million shares valued at about…
The document introduces Yearn Finance as a decentralized finance yield aggregator. Users deposit supported assets into smart-contract vaults, which pool funds and allocate them among external strategies such as lending, staking, and liquidity provision.…