TBRC is a modern research firm dedicated to developing custom research, strategy & training on all things Bitcoin for our clients. Bitcoin, not crypto.
UTXO Land
Joined October 2025
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The Bitcoin Research Company retweeted
Imagine you had the worst timing in Bitcoin history.
You bought exactly 1 BTC at each of the four cycle tops:
• $1,150 in 2013
• $19,700 in 2017
• $69,000 in 2021
• $120,000 in 2025
Total spent: about $210,000.
Every purchase at the literal peak.
At today’s $77k, those 4 BTC are worth $308,000.
Up 43%, having only ever bought tops.
The absolute worst entries still made money.
Time in the asset forgave the worst entries imaginable.
Now imagine you had the opportunity to buy the bottoms...
With the US midterm elections behind us, skeptical investors have one less looming event to point to as a reason for any anticipated price decline.
At TBRC, we are so excited about where bitcoin will go in the near future!
You should be too!
Like most of you, we are closely monitoring the Binance hack situation. This is an extremely difficult moment for all bitcoiners, once again, but we remain hopeful that losses will be returned.
At TBRC, we are here to help. If you know anyone impacted that needs guidance/support, we are providing completely free consultation calls.
Don't hesitate to reach out!
We are working non-stop to resolve this issue. Binance will cover all losses.
As a precaution, all deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement.
We are working around the clock and will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
This is an industry-wide effort, and we are grateful to partners across the ecosystem who have moved quickly to help freeze affected assets.
We will continue to share verified updates through official Binance channels. User funds are safe.
The Bitcoin Research Company retweeted
BREAKING: Spot Bitcoin ETFs attracted +$176 million in inflows on Tuesday, following +$110 million in inflows on Monday.
This was driven by the largest Bitcoin ETF, $IBIT, which attracted +$150 million on Tuesday and +$112 million on Monday.
So far in October, $IBIT has seen +$986 million in inflows, putting it on track for its 4th consecutive monthly inflow, the longest streak since October 2025.
Over this period, the fund has attracted +$5.7 billion, turning year-to-date inflows back to positive, at +$3.7 billion.
Meanwhile, $IBIT assets under management (AUM) are up to $65.5 billion, near their highest since January 2026.
Demand for Bitcoin is rising again.
The most recent example of the bitcoin ecosystem's efforts towards improving quantum readiness - "Working Together on Bitcoin’s Post-Quantum Readiness" via @coinbase coinbase.com/blog/working-to…
Worth a read!
A new source of BTC demand is emerging.
BTC-focused perpetual preferred stocks have accumulated more than 135,000 BTC in just over a year, despite representing only a fraction of the global fixed income market.
What could happen if adoption expands?
🔗 Read our latest research: go.fidelity.com/ernlPz
The recent report from JPMorgan is worth a read. Titled "2027 Long-Term Capital Market Assumptions," the report says (page 46) bitcoin is a 'speculative asset' but their base case is 10%+ compound return percentage. They expect it to outperform small/large caps, gold, REITs and more. am.jpmorgan.com/content/dam/…
Good morning! Most executives have a Bitcoin opinion. Very few have a Bitcoin position.
There's a difference.
@BTCResearchCo exists to close that gap — for leadership teams at serious companies who want to get this right before it becomes a board-level issue.
This is where we start. Thank you for your attention to this matter and have a great weekend.
Quick reminder: 21,000,000.
Bitcoin's hard supply cap. Not adjustable. Mathematically enforced.
Every major asset can be inflated by a government decision.
Bitcoin cannot be debased.
Have a great rest of your day!
CryptoQuant’s latest weekly: technicals, valuation, and on-chain data now point the same way — they call the bull market “confirmed.” The next real test sits near $90K, where profit-taking historically shows up.
Useful frame for the week: strength with a known resistance zone, not a victory lap.
cointelegraph.com/markets/bi…
Today is the day where the Senate decides whether The Clarity Act will advance this session or not. Odds on Polymarket & Kalshi show slim chance. What do you think will happen?
We're in the early phases of a detailed research report that covers family office investments and bitcoin. If you know any CIOs, managing directors or senior investors at reputable family offices, please let us know. We're conducting brief ~15 minute interviews #bitcoin
We believe there are very few things standing in the way of larger-scale institutional adoption of Bitcoin. The longstanding concerns around quantum computing being able to crack private keys are one of them.
There are numerous efforts underway, led by qualified and technical Bitcoiners, that suggest we can arrive at a viable solution before the threat becomes real.
Some of our clients, partners, and industry colleagues have asked us how this will be implemented. The honest answer is that we don’t know for sure yet. Nobody does.
However, we have a hypothesis. Read it in our new whitepaper: 'Preparing Bitcoin for the Quantum Era - A TBRC Research Report.'
drive.google.com/file/d/13TN…
Great resource from the @NakamotoProjct Definitely worth a read! And well done on the WSJ full-page ad. gettingbitcoin.org/
From our view, the recent Bitcoin price increase can be attributed to 3 things: 1) market reaction to the Treasury Department actions, 2) a short-squeeze that caught short sellers by surprise & 3) an overall exhaustion of sellers as demand increases. What did we miss?
Many people use Bitcoin's price as a proxy for market adoption & interest. While there's certainly a relationship between factors, it doesn't tell the full story. Larger institutions are adopting btc & new bitcoiners are being minted every day. Don't believe us? Just ask and we can share the data.
We signed. And you should too!
Today, Bitcoin Policy Institute and a broad coalition from across the digital-asset ecosystem are publishing an open letter calling on the world’s leading AI labs to provide qualified open-source defenders with trusted access to frontier AI models.
The past several weeks have made the need for this abundantly clear. The people defending digital-asset infrastructure and open-source software need access to the latest AI capabilities to perform comprehensive security reviews and stay ahead of increasingly sophisticated adversaries.
The coalition includes open-source development organizations, major custodians, treasury companies, payment services, security firms, capital allocators, and others whose businesses and customers depend on the integrity of open-source infrastructure and libraries.
Open-source defenders often occupy the least privileged position in the AI security landscape. They have limited access to the strongest internal cyber models and are frequently blocked by guardrails when using publicly available frontier systems for legitimate security research. As a result, they often resort to less capable open-weight alternatives.
We are urging frontier AI labs to establish a clear, trusted pathway for qualified open-source and digital asset defenders to access their strongest capabilities, with sufficient compute and secure environments to conduct meaningful security reviews. Frontier AI could become one of the most powerful defensive technologies ever developed, but only if defenders get fair access to those systems.
It’s time to give defenders the tools they deserve.
Read the open letter, add your organization, or sign as an individual on our website at btcpolicy.org/ailetter
ETF providers are trying to make it easier for bitcoiners to move from spot to ETF. Interesting development after the Coldcard vulnerability. #etf #Bitcoin
Bitcoin will grow from this stronger & better. This is the best community to be part of.
