PinnedChristopher BendikseninCoinShares Research BlogThe Fundamental Investment Case for BitcoinIn these bear market times it seems at least to us that much of the conversation around the bitcoin price and valuation gets lost in…Oct 20, 20221Oct 20, 20221
Christopher BendikseninCoinShares Research BlogNo End in Sight for the ASIC Arms RaceThe ongoing depreciation nightmare of ASIC owners, and why their wakeup time might still be far, far awaySep 16Sep 16
Christopher BendikseninCoinShares Research BlogAre Pure-Play Miners a Dying Breed?How Ancillary Revenue is Redefining the Bitcoin Mining IndustryAug 28Aug 28
Christopher BendikseninCoinShares Research BlogBitcoin and Stablecoins are a Threat to Weak Emerging Market CurrenciesPart 2Jun 7Jun 7
Christopher BendikseninCoinShares Research BlogBitcoin and Stablecoins are a Threat to Weak Emerging Market CurrenciesPart 1May 312May 312
Christopher BendikseninCoinShares Research BlogBitcoin Valuation by Savings AdoptionA mid-term approach to price modellingApr 17Apr 17
Christopher BendikseninCoinShares Research BlogDoes the Halving Drive bitcoin Prices?Another halving is looming. At this point, most people know what’s going on — bitcoin’s ongoing monetary inflation rate is cut in half…Mar 4Mar 4
Christopher BendikseninCoinShares Research BlogThe BTC Halving Technical Refresher — Completely Predictable Inflation(rebublished version of a March 2020 article)Mar 4Mar 4
Christopher BendikseninCoinShares Research BlogWhy Bitcoin Miners Will Keep Mining(republished version of a March 2020 article)Mar 4Mar 4
Christopher BendikseninCoinShares Research BlogDeteriorating Fiat Currencies Pave the Way for Bitcoin AdoptionWhy does bitcoin’s long-term price just keep going up? This seemingly evergreen topic has a tendency to bring out some of the wildest takes…Feb 7Feb 7