Blockware Intelligence Newsletter

Blockware Intelligence Newsletter

Blockware Intelligence Newsletter: Week 190

Bitcoin on-chain analysis, mining analysis, macro analysis; overview of 8/30/25 - 9/5/25

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Blockware Intelligence
Sep 05, 2025
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New Blockware Intelligence Report Coming Soon

Next week Blockware Intelligence is going to publish the most important Bitcoin research report of 2025.

Bitcoin is undergoing a structural transformation from a speculative, retail-driven asset into a mature institutional-grade macro asset. The launch of U.S. spot ETFs in January 2024 marked the start of the “Institutional Era,” complemented by the rise of Bitcoin Treasury Companies and other securitized investment products. These developments are compressing volatility, deepening liquidity, and reshaping how capital flows into the network.

The “4-year cycle” that Bitcoiners have become accustomed to may be over. This report breaks it down in detail. Stay tuned.

Make sure to follow @BlokwareTeam on X to find out when we publish the report.

In the meantime, premium Blockware Intelligence subscribers can enjoy a preview today.

Blockware Alum, Joe Burnett, Returns to the Podcast

Now at Semler Scientific as Director of Bitcoin Strategy, Joe Burnett, joined Mitchell Askew of Blockware for an hour-long discussion on Bitcoin cycles, Bitcoin Treasury Companies, and Semler’s goal to accumulate 100,000 BTC over the next two years. This podcast is jam-packed with signal – you don’t want to miss it!

Watch here:

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