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UTXO MANAGEMENT

We're thesis-driven, high conviction investors leveraging our decades of expertise in the Bitcoin ecosystem to allocate capital across public and private market opportunities.

More issues

State Of The Bridges 1

SOTB_1: An Overview of Bridge Designs for Bitcoin L2s As we enter of new era of development on Bitcoin, it has become very hard for most people to understand the nuances of the L2 debate, and ever harder to follow some of the technical jargon associated with it. Sidechains,

Post Nashville Event Recap - A Bitcoin VC Perspective

The Good, The Bad, and the Bullish If you’re looking for something a little more substantive than a TLDR thread on X, this article is made for you. Much of the content below was the result of discussions with tradfi investors, crypto investors, Bitcoin founders, analysts, and mining executives.

UTXO Management Quarterly Report

Deploying Institutional Liquidity on Bitcoin This report intends to share the latest information available regarding UTXO Management activities and a brief overview of the Bitcoin ecosystem landscape over the quarter and provide updated data about our investments. Furthermore, each edition of this report will be accompanied by commentary from UTXO

UTXO Investment Thesis: The Settlement Chain

This post aims to outline the investment thesis of UTXO Management. WHY NOW? Three Powerful Cultural and Technological forces are challenging our understanding of Bitcoin as a network and as an asset 1. Bitcoin narratives are always changing and the introduction of Ordinals and BitVM is changing the way that

Bitcoin Spot ETFs Go Live

As most know, eleven separate Bitcoin spot ETFs went live yesterday in the first day of trading. It’s a monumental event, years in the making, that will be a key driver for bitcoin price across increased institutional and retail flows over the next epoch.

BTC Market Update - Gamma Squeeze Edition

The recent surge in the price of bitcoin can be attributed in large part to intricacies within the options market, specifically a gamma squeeze for those short out of the money bitcoin call options. This dynamic was one of the contributing factors for bitcoin’s muted volatility and range-bound price

RGB: An In-Depth Analysis of the RGB Bitcoin Layer 2 Approach

In a landscape where Bitcoin’s potential is still being fully realized, understanding emerging protocols/layers like RGB is both timely and essential. This report consolidates existing knowledge on RGB’s nascent yet promising role in Bitcoin’s ongoing evolution. With this streamlined overview, we aim to create a definitive

Expanding the UTXO Team

UTXO is excited to announce that Dylan LeClair, Director and Market Intelligence and Sam Rule, Director of Analytics are joining the team full-time! Both Dylan and Sam will be key to building out UTXO’s investment strategy and analytical capabilities bringing years of Bitcoin market research and experience to the