Welcome! Here’s our list of introductory investor materials for learning more about blockchain technology. These readings touch on the industry’s main themes such as Bitcoin and Ethereum, and explain why blockchains are a transformative technology.
(Coincenter) What’s a Blockchain Anyway? – 2014 – A primer on the basics of Blockchain technology and its potential use cases. Reading time – 8 min
(Harvard Business Review) The Truth About Blockchain – 2017 – A piece in the Harvard Business Review detailing the context around the emergent blockchain phenomenon, and how it compares to earlier internet protocols such as TCP/IP. Reading time – 7 min
(Cambridge Associates) Cryptoassets: Venture Into the Unknown – 2019 – An overview of the blockchain space for institutional investors, and the ways investors can get exposure. Reading time – 7 min
(Jimmy Song, et al) The Little Bitcoin Book – 2019 – An overview of why bitcoin was invented, how it works, and how it impacts individual freedom and opportunities of people everywhere.
Bitcoin & Ethereum
The Bitcoin Whitepaper – 2008 – Released under a pseudonym in October 2008, the Bitcoin whitepaper is the original document behind the Bitcoin and Blockchain movement. Reading time – 10 min
(NY Times) Why Bitcoin Matters – 2014 – Marc Andreesen’s New York Times op-ed on Bitcoin’s importance and disruptive potential. Reading time – 6 min
(Bitcoin and Ethereum)
(Medium) Thoughts on Tokens – 2017 – Why tokens matter, and the new types of financing and incentive structures they enable. Reading time – 11 min
(ARK Invest) Bitcoin: Ringing the Bell for a New Asset Class – 2017 – An evaluation of Bitcoin as a new asset class through qualitative and quantitative metrics. Reading time – 12 min
(Forbes) Bitcoin Is A Platypus: The Story Of Category Creators – 2017 – Spencer Bogart explains why bitcoin represents something completely new, and how it does not fit into our traditional mental models around money and technology. Reading time – 5 min
(Paul Tudor Jones) The Macro Outlook – 2020 – Paul Tudor Jones, highly regarded macro trader, explains his bitcoin investment and thesis as he posits the “Great Monetary Inflation” is coming.
Reading time – 10 min
(Fidelity Digital Assets) Addressing Persisting Bitcoin Criticisms – 2020 – Fidelity Digital Assets Director of Research, Ria Bhutoria, reviews and dispels common criticisms and misconceptions about Bitcoin.
Reading time – 9 min