Blockware Intelligence Newsletter: Week 186

Bitcoin on-chain analysis, mining analysis, macro analysis; overview of 8/2/25 - 8/8/25

Bitcoin Enters the “Institutional Era” – Maturity, Corporate Adoption, and Declining Volatility

Over the past two weeks we’ve been discussing the structural shift in Bitcoin price action following the creation of $IBIT and other spot ETFs in January 2024. Our analysis has resonated with many, having been picked up by Anthony Pompliano, Forbes, Brave New Coin, and others.

The Blockware Intelligence team is workshopping a report to expound on this thesis. In today’s newsletter, premium subscribers will get a preview of that content. We hope you enjoy it!