Gradually, Then Suddenly (2019)
In the digital age, things happen gradually, then suddenly fast. Hyperinflation, bank runs and crises all unravel at the speed of light. Bitcoin exists as a life raft - the solution to the money problem that is global QE.
Stone Ridge 2020 Shareholder Letter
This letter articulates a very strong Bitcoin thesis, including the breakthrough of a profitable location-independent energy consumer. First-principles, monetary history and Bitcoin’s unique properties give power to the summarized arguments.