BTC

Bitcoin (BTC) Research & Analysis

Explore House of Chimera's Bitcoin (BTC) intelligence hub, covering 16 institutional research reports and 1 interactive quantitative model.

Interactive BTC Models

All models
v1.3

Last re-run: 2026-10-15

STRC death-loop model

Run Strategy's STRC structure five years forward from today's figures, under your own Bitcoin path, share sales and market impact, and see when share sales stop, when the USD reserve reaches its floor and how many coins get sold.

Bitcoin Research & Insights (16)

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What is Layer 2 - A scaling solution for blockchain

11 min

07-10-2026

Beginner

What is Layer 2 - A scaling solution for blockchain

Learn what Layer 2 is, how it works, and how solutions like Optimistic Rollups, ZK Rollups, State Chains, and Plasma scale blockchain networks.

Layer 2
What is Real-World Asset (RWA) Tokenization?

10 min

05-10-2026

Beginner

What is Real-World Asset (RWA) Tokenization?

Real-World Asset (RWA) tokenization is the process of representing an off-chain asset as a digital token on a blockchain.

RWA
What is a Blockchain Consensus Mechanism?

8 min

10-09-2026

Beginner

What is a Blockchain Consensus Mechanism?

Learn what blockchain consensus is, how consensus mechanisms work, why they are essential, and the key differences between PoW, PoS, PoA, and other mechanisms.

AcademyBlockchain Consensus Mechanism
What is SocialFi? - The Future of Social Networking

8 min

12-08-2026

Beginner

What is SocialFi? - The Future of Social Networking

Explore how SocialFi works, why it emerged, and what BitClout, Friend.tech, Farcaster, and Lens reveal about the future of decentralized social networks.

SocialFiAcademy
What is Bitcoin Halving? The impact of Bitcoin Halving on the market

6 min

10-08-2026

Beginner

What is Bitcoin Halving? The impact of Bitcoin Halving on the market

Bitcoin halving explained: what is bitcoin halving, bitcoin halving dates, next bitcoin halving, and how it impacts BTC supply, miners, and price cycles.

Bitcoin halvingAcademy
What is Stacks? The Bitcoin Layer 2 unlocking native $BTC yield

10 min

10-07-2026

Beginner

What is Stacks? The Bitcoin Layer 2 unlocking native $BTC yield

Stacks' proposed PoX-5 upgrade lets Bitcoin holders earn native, self-custodial $BTC yield by pairing $BTC with a small $STX bond. An eight-year model is funded every cycle, but sustainability hinges on the $STX price.

StacksResearch
What is a Privacy Coin?

5 min

08-07-2026

Beginner

What is a Privacy Coin?

Privacy coins are becoming a growing crypto narrative. This article explains the concept and introduces several privacy-focused projects.

PrivacyAcademy
Why Bitcoin Isn't a Hedge: Real Yields, Oil Shocks, and Carry-Trade Fragility in 2026

5 min

01-07-2026

Intermediate

Why Bitcoin Isn't a Hedge: Real Yields, Oil Shocks, and Carry-Trade Fragility in 2026

Bitcoin isn't hedging inflation in 2026; it's a high-beta risk asset tied to U.S. real yields, a hawkish Fed, and yen carry-trade positioning. Here's how energy shocks and a BOJ hike could accelerate a crypto sell-off.

Bitcoin
The $100 Barrel: How the Strait of Hormuz Crisis is Stress-Testing Global Markets

3 min

13-06-2026

Intermediate

The $100 Barrel: How the Strait of Hormuz Crisis is Stress-Testing Global Markets

Explore how the 2026 Middle East crisis, Strait of Hormuz disruptions, rising oil prices, and sanctions risks are reshaping global markets, inflation, and crypto.

Economics
The Chokepoint That Became a Financial Experiment

5 min

13-06-2026

Intermediate

The Chokepoint That Became a Financial Experiment

How the Strait of Hormuz crisis, energy shocks, crypto tolls, and de-dollarization signals are reshaping global markets and trade settlement.

Economics
STRC and the Bitcoin Death Loop Risk

5 min

04-06-2026

Intermediate

STRC and the Bitcoin Death Loop Risk

STRC turns investor demand for yield into leveraged Bitcoin exposure. If BTC falls, higher dividend costs and reserve depletion may force BTC sales, creating a feedback loop that increases downside risk.

The AI Bubble: Is NVIDIA Just Recycling Its Own Money?

14 min

07-12-2025

Intermediate

The AI Bubble: Is NVIDIA Just Recycling Its Own Money?

Is NVIDIA funding its own sales? We break down the Trillions of circular financing loops among NVIDIA, OpenAI & Oracle and why they mirror the dot-com bubble.

AI
Has Bitcoin Reached Its Peak?

8 min

06-11-2025

Intermediate

Has Bitcoin Reached Its Peak?

Has Bitcoin reached its peak in 2025? Explore BTC’s price cycle, ETF inflows, and macro trends shaping its next move.

Bitcoin
Ethereum Institutional Demand: Risks, Opportunities & the Decentralization Paradox

18 min

06-09-2025

Intermediate

Ethereum Institutional Demand: Risks, Opportunities & the Decentralization Paradox

Explore how ETFs, corporate treasuries, whales, and staking providers shaped Ethereum institutional demand and decentralization risks in 2025.

EthereumETFInstitutions
The Rise of Next-Gen Stablecoin Projects: WLFI, Plasma & Ethena’s $12B DeFi Disruption

12 min

31-08-2025

Beginner

The Rise of Next-Gen Stablecoin Projects: WLFI, Plasma & Ethena’s $12B DeFi Disruption

Explore next-gen stablecoin projects WLFI, Plasma, and Ethena, Trump-backed, Tether-supported, and $12B TVL growth redefining DeFi finance

StablecoinsDeFiInfra
Crypto Bubble 2025: Bitcoin vs. Altcoins – What Investors Must Know Now

7 min

01-04-2025

Intermediate

Crypto Bubble 2025: Bitcoin vs. Altcoins – What Investors Must Know Now

Explore how crypto in 2025 diverges from DotCom history—Bitcoin rises with institutions, while altcoins plunge into hype and speculation.

Bitcoin