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This was a really fun and wide-ranging conversation with Robin Seyr! We talked: - 🎢 Why bitcoin's volatility profile is different from every other asset - ⚛️ Bitcoin vs. other historical innovations - 🚜 What a tractor can tell us about how to view the use case of bitcoin - 📈

Do bonds still effectively offer diversification in a 60/40 portfolio or are they in fact an "impaired asset"? In our latest Value exchange from Fidelity Digital Assets, Jurrien Timmer and I explored this question and what might take the place of some portion of bonds.

📣 ICYMI: The Fidelity Digital Assets Research team released a new YouTube series! Get an overview of Bitcoin’s fundamentals in these high-level videos from Research Analysts Zack Wainwright & Martha Reyes. Watch the full “About Bitcoin” series: go.fidelity.com/1u0k4a

Our latest Signals Report just dropped! Bitcoin's short-term outlook rose to "Positive" given recent price action (long-term tipped into neutral given new address momentum is down). Ethereum's mid-term outlook rose to "Positive" due to favorable risk-reward metrics in the

Last year the Fidelity Digital Assets Research team read and discussed "Technological Revolutions and Financial Capital" by Carlota Perez. It was very interesting revisiting my notes on this book in light of two new developments in the space: regulatory clarity and the corporate

Why the surge in crypto developer activity lately? Renewed interest given the improving climate (such as price, regulatory etc.)? Our analyst Max thinks it is more a sense of urgency as BTC, ETH, and SOL are seeing higher developer activity but not many more developers.

Bitcoin Knots now powers ~15% of public nodes. Which version do you run—and why? Share your thoughts. ⬇️

Although #bitcoin's historical drawdowns are notoriously deep (70%-80%+), they have so far been relatively short (average around 4 years). The US Bond Market has now been in a drawdown of over 5 years: x.com/charliebilello…

Confused and overwhelmed by all the on-chain metrics out there? Here we explain how our Signals Report can help you make sense of it all: go.fidelity.com/eghjru

While #bitcoin is making new highs, volatility of bitcoin continues to decline. Is volatility a coiled spring or could this be a new environment of calmly grinding higher? Time will tell. Source: Bloomberg as of 8/13/2025.

What could be driving Ethereum's recent surge in transaction activity? In case you missed it, our Research team joined other thought leaders in exploring how capacity upgrades and DeFi dynamics are contributing to this trend in a new article from CoinDesk.