Proof of Stake
Ethereum Institutional Thesis: A Store of Value with Cash Flow
In this report, we offer a variety of institutional frameworks to analyze ETH, alongside BTC, as a part of a diversified crypto portfolio. Bitcoin has transcended into the mainstream, accelerated by the acceptance of spot BTC ETFs. ETH, while more complex, has unique use cases that could position it as a premier crypto asset alongside BTC.
Power Markets
Natural Gas at Record Low Levels
Power Markets for Bitcoin Miners, 02/12/24
Volatility Weekly
Volatility Update, 2/8/24
Markets are higher again today with Bitcoin leading the charge, up 2.7% to $45,385 while ETH is lagging a bit, up 1.1% to $2,453. We’re seeing the oft-mentioned ETH call overwriter covering some short calls overnight into this morning, with ~25k Feb calls bought. This is a small part of the book, and we expect more buying from this entity as the market pushes up to avoid auto-liquidation
Power Markets
Value of Hedging and Energy Management
Power Markets for Bitcoin Miners, 01/22/24
Power Markets
The Winter Freeze of January 2024
Power Markets for Bitcoin Miners, 01/15/24
Power Markets
How a Year Can Change the Market Outlook….
Power Markets for Bitcoin Miners, 01/02/24
Power Markets
Warm Weather and Falling Gas Prices
Power Markets for Bitcoin Miners, 12/12/23
Power Markets
Mining and Power Market Synergies
Power Markets for Bitcoin Miners, 12/04/23
Power Markets
LCOE’s Use in Long-Term Planning
Power Markets for Bitcoin Miners, 11/06/23
Power Markets
Impact of Gas Globalization on US Markets
Power Markets for Bitcoin Miners, 10/30/23
Power Markets
Natural Gas Storage: A Key Variable
Power Markets for Bitcoin Miners, 10/2/23
Power Markets
Demand Charges Are More than Skin Deep
Power Markets for Bitcoin Miners, 8/28/23
Proof of Stake
The App Layer: Friend.Tech on Base
BitOoda Ethereum Market Research, 8/24/23
Power Markets
A Glimpse into ERCOT Trading on 8/4/23
Power Markets for Bitcoin Miners, 8/7/23
Proof of Stake
Critiques of Ethereum's Scaling Design
BitOoda Ethereum Market Research, 7/27/23
Power Markets
A Look Back to 2022’s Benchmark Prices
Power Markets for Bitcoin Miners, 7/24/23