Author: Marcus Reid

As institutional adoption accelerates and regulatory frameworks take shape, Bitcoin is carving out a distinct role in commodity portfolios. We examine the mechanics, risks, and strategic implications for serious traders.

On-chain analytics — exchange flows, long-term holder behaviour, miner selling patterns — give commodity traders a category of market intelligence that has no equivalent in traditional markets. Here is how to use it.

The April 2024 halving cut miner rewards in half. We examine the on-chain data, miner capitulation, exchange flows, and price action across the following six months to separate signal from noise.