FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
FED LIQUIDITYReserve balances, repo dynamics and front-end funding volatility back at the centre of the macro debate•
US EQUITIESMega-cap index concentration stays extreme as leadership narrows to a handful of AI-linked names•
PRECIOUS METALSGold holds near record highs as central-bank buying and fiscal deficits underpin hard-asset demand•
CHINA POLICYBeijing stimulus and balance-sheet repair remain the swing factor for global trade and EM risk•
FX & RATESDollar cyclicality and rate-cut pricing drive the G10 carry and cross-asset positioning debate•
CREDITPrivate-credit spreads and liability-management activity keep restructuring desks fully occupied•
Directory/Best of 2026/Bitcoin Research Newsletters
12 Publications Ranked

Best Bitcoin Research Newsletters

Bitcoin research has matured into two camps: on-chain data desks and macro-liquidity writers. This is the ranked set across both, separate from the wider crypto list.

Data verified 2026-10-04 · 12 desks ranked · independent scoring, no paid rankings

Top of this shortlist: The Bitcoin Layer at 83/100 (Paid — price not listed).

#1USAnalysis

The Bitcoin Layer

Bitcoin Macro & Liquidity Research

Niche · bitcoin macro & liquidity research

Digital Assets
Paid — price not listed
2020
Visit
#2USAnalysis

Capriole Investments

Bitcoin On-Chain & Quant Signals

Niche · bitcoin on-chain & quant signals

Digital Assets
Paid — price not listed
2018
Visit
#3USAnalysis

Bitcoin Magazine Pro

Bitcoin Market & Macro Research

Niche · bitcoin market & macro research

Digital Assets
Paid — price not listed
2012
Visit
#4AUAnalysis

Checkonchain

Institutional Bitcoin On-Chain Research

Niche · institutional bitcoin on-chain research

Digital Assets
Free + paid tiers
2022
Visit
#5USAnalysis

Lyn Alden Investment Strategy

Macro, Bitcoin & Monetary Analysis

Niche · macro, bitcoin & monetary analysis

Digital Assets
Free
2018
Visit
#6USMixed

Cubic Analytics (Caleb Franzen)

Data-Driven Macro, Equities & Bitcoin

Niche · data-driven macro, equities & bitcoin

EquitiesMacroDigital Assets
Free + paid tiers
2022
Visit
#7GBAnalysis

ByteTree

Bitcoin & Gold On-Chain Research

Niche · bitcoin & gold on-chain research

Digital Assets
Paid — price not listed
2013
Visit
#8USAnalysis

Into The Cryptoverse

Bitcoin & Crypto Cycle Analytics

Niche · bitcoin & crypto cycle analytics

Digital Assets
Paid — price not listed
2018
Visit
#9FRAnalysis

Ecoinometrics

Quantitative Bitcoin Research

Niche · quantitative bitcoin research

Digital Assets
Free + paid tiers
2018
Visit
#10USAnalysis

The Pomp Letter

Bitcoin, Macro & Markets

Niche · bitcoin, macro & markets

Digital Assets
Free
2019
Visit
#11USAnalysis

Blockware Intelligence

Bitcoin Mining & Market Research

Niche · bitcoin mining & market research

Digital Assets
Paid — price not listed
2019
Visit
#12AUAnalysis

Rekt Capital

Bitcoin & Altcoin Cycle Analysis

Niche · bitcoin & altcoin cycle analysis

Digital Assets
Paid — price not listed
2017
Visit

Other Ranked Shortlists

Best Macro & Monetary Newsletters 69Best Equity & Company Research Newsletters 68Best Trading, Flow & Positioning Newsletters 99Best Credit, Restructuring & Distressed Newsletters 9Best Commodities & Energy Newsletters 12Best FX & Rates Newsletters 8Best Quant, Data & Systematic Newsletters 58Best Allocator, Wealth & Personal Finance Newsletters 61All shortlists

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