Dat all-time high, tho...

Three electoral customs that I believe will be forever transformed by this election, in order of conviction: 1. Change in the gold standard for information aggregation: from polls to prediction markets. 2. Change in the gold standard for candidate facetime: from questionnaire

Deregulation (defanging the SEC, FTC, and others), government spending cuts (making room for the private sector), tax cuts, and a focus on technologically enabled innovation are likely to turbocharge the US economy more powerfully than during the Reagan Revolution.

Now that #Bitcoin crossed cycle highs, let's look back at what October had set up for us right before the election. The Bitcoin Monthly is now live. A thread below. ark-invest.com/crypto-reports…

Historically, M2 money supply leads inflation by 18 months, setting up expectations for a continued drop in YoY CPI. This could push the Fed to continue easing, favoring risk-on asset prices.

For this and more, please visit and subscribe to The Bitcoin Monthly here: ark-invest.com/crypto-reports…

The October issue of The Bitcoin Monthly is now available! Read at ark-invest.com/crypto-reports… and enjoy insights from David Puell 👇

Bitcoin’s halving occurs roughly every four years, often aligning with early bull markets. The April 19 halving brought volatility, but performance aligns with past cycles, fueling our optimism for the next 6–12 months. David Puell explains in a new blog. ark-invest.com/articles/analy…

New #Bitcoin blog is now live! What are the cycles of bitcoin's growth? Are we on track with past cycles? Full blog here: x.com/ARKInvest/stat… A thread below...

5/ The Calendar Year Cycle: The Averages Indeed, just after the US Presidential Election, bitcoin performance in 2024 broke the average of all years between 2011-2023, as well as the average of all years when a halving occurred. If we were to match any of these averages at

For this and more, please visit the full blog at: ark-invest.com/articles/analy…

Based on David Puell’s on-chain analytics and analysis, the bull market in bitcoin is in good shape. After its halving in April, growth in the supply of bitcoin dropped to 0.9%, below the long term growth in the supply of gold for the first time!

Objectively, the three greatest documentarians of all time are: Werner Herzog. Errol Morris. Adam Curtis.

New blog went live last week: "#Bitcoin Cycles, Entering 2025," analyzing its market structure throughout its halving, calendar, and price cycles. You can find it here: ark-invest.com/articles/analy… Few cool charts that didn't make the cut: 1/ Measuring bitcoin's reward-to-risk ratio

Taking the geometric means of the various yearly performance multiples based on their RRR value range, we can compare 2024 to different cohorts of risk-adjusted returns. Already, 2024's multiple exceeds that of the average negative years (red), the average of "low yet positive"

For other interesting charts, don't forget to read our latest blog: ark-invest.com/articles/analy…

Post-quantum bitcoin has an “official” deadline: 10 years.

x.com/i/article/1861…

Senator Cynthia Lummis 🦬 ‘s BITCOIN Act of 2024 gains momentum into 2025 after a Trump victory. If such a bill were to pass, it would bring America to the forefront of global monetary and financial innovation in the 21st century. Full newsletter here: