Bitcoin Investment Cases

This is a collection of writings on the Investment Case for Bitcoin. They are both institutional papers & presentations as well as selected posts from individuals. Share this with friends, family, and colleagues that you care about.

(Left) Bitwise - The Case for Bitcoin in an Institutional Portfolio | (Right) CoinShares - A Little Bitcoin Goes a Long Way

(Left) MicroStrategy Adopts Bitcoin as Primary Treasury Asset | (Right) Paul Tudor Jones - The Great Monetary Inflation

(Left) Fidelity - Bitcoin Investment Thesis "An aspirational store of value"| (Right) Fidelity - Bitcoin Investment Thesis "Bitcoin's role as an alternative investment"

(Left) VanEck - The Investment Case for Bitcoin | (Right) Unchained Capital - The End of the Beginning

(Left) Adamant Capital - Bitcoin in Heavy Accumulation | (Right) Tuur Demeester - The Bitcoin Reformation

(Left) Adamant Capital - How to Position for the Rally in Bitcoin | (Right) Kraken - The Great Debate

(Left) Paradigm by Matt Huang - Bitcoin for the Open-Minded Skeptic | (Right) ArkInvest by Yassine Elmandjra - Bitcoin: A Novel Economic Institution

(Left) Vijay Boyapati - The Bullish Case for Bitcoin | (Right) Wences Cesares of Xapo - The Case for a Small Allocation of Bitcoin

(Left) Stoneridge - Letter to Shareholders 2020 | (Right) Grayscale - Valuing Bitcoin

(Left) Aker - Letter to Shareholders March 2021 | (Right) NYDIG - Bitcoin Net Zero September 2021