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Top 25 Bitcoin Articles on Substack

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Is Bitcoin Being Controlled By Institutions?

Bitcoin's Institutional Surge: 8% of Supply Held by Major Players, and Rising!
Institutional ownership of Bitcoin has surged over the past year, with around 8% of the total supply already in the hands of major entities, and that number is still climbing. ETFs, publicly listed companies, and even nation-states have begun securing substantial positions. This raises important questions for investors. Is this growing institutional pre…
Bitcoin Magazine Pro ∙ 11 LIKES
Harrison Chapin's avatar
Harrison Chapin
Fascinating read! I’m Harrison, an ex fine dining industry line cook. My stack "The Secret Ingredient" adapts hit restaurant recipes (mostly NYC and L.A.) for easy home cooking.
check us out:





Where Are We In The Bitcoin Cycle?

Bitcoin hasn’t had the explosive start to 2025 that many anticipated. After topping out above $100,000, price has retraced sharply, leaving investors and analysts alike questioning where we currently stand in the broader Bitcoin cycle. In this piece, we’ll look past the noise and dig into a range of key on-chain and macro indicators to assess whether BT…
Bitcoin Magazine Pro ∙ 11 LIKES
Strategy Master's avatar
Strategy Master
Thats why BTC is not performing well in the short-term - due to macroeconomic factors. Once S&P500 confirms a local bottom, it will be BTC's time to fly


MSTR: A Turning Point For Outperformance

Strategy's massive Bitcoin accumulation and favorable risk/reward profile position it for potential outperformance vs. BTC, as key indicators suggest a critical inflection point.
As Bitcoin continues to show signs of sustained strength, it’s worth zooming in on one of the most highly leveraged plays on BTC’s long-term thesis: MicroStrategy, recently rebranded as “Strategy.” In this article, we’ll assess the scale of Strategy’s accumulation, examine its risk/reward profile, and explore whether this equity proxy could be primed fo…
Bitcoin Magazine Pro ∙ 18 LIKES
Fringe Finance's avatar
Fringe Finance
MSTR is an interesting stock. It generates strong emotions on both sides. I am biased. I own it, next to Bitcoin, Gold, Silver, and so on. That aside, great article about the potential upside for $MSTR this year. I see a similar upside, and even more if Bitcoin performs better. I look at $MSTR as a leveraged play on Bitcoin. But as you pointed out, leverage works both ways. Great if Bitcoin goes up. Bad if Bitcoin goes down. I believe that we are in a bull cycle for Bitcoin. Just looking at the record low OTC balance (where the whales go shopping) makes me very optimistic about BTC's performance this year. But I could be wrong.






Frontier Podcast Episode: Bitcoin at an Inflection Point

Macro, 4-year Cycle & On-Chain Insights
Dear Bitcoiners,
Root ∙ 10 LIKES
Michael Hardiman's avatar
Michael Hardiman
How can we add and remove charts to the dashboard? For example, I would like to add the STH Supply chart, and remove some of the others. Is that possible?
Also, thanks for showing the difficulty btc may have in breaking $100K any time soon.





Navigating the Shift from Real Estate to Bitcoin: Redefining How Humanity Saves, Builds Wealth, and Lives

The Bitcoin Newsletter 30
Last week, I had the privilege of speaking at my first non-Bitcoin conference, where I addressed over 1,000 real estate investors in Toronto. My presentation focused on navigating the shift from real estate to Bitcoin, exploring how this transformative change could redefine the future of saving, wealth-building, and living.
11 LIKES
@chronicles82983's avatar
@chronicles82983
Never mind, just finished your article. Nice
Brad Pickering's avatar
Brad Pickering
Leon - I was at the event.... you did great, really good presentation, thank you for what you are doing!!