Bitplanet Research
From digital assets to broader market trends
We explore key developments and share insights.
Institutional Insights
9 min read
Strive’s SATS Perpetual Preferred Offering and the Pitfalls of Its Fixed-Dividend Structure
On October 15, Strive announced final SATS terms: 7 million perpetual preferred shares at $90 per share.
Digital AssetBITCOIN
9 min read
Liquidity Structure at Korean Virtual Asset Exchanges and Conditions for Introducing LPs
Digital Asset
9 min read
'Blockchain Bonds' Spread Across Korean Finance… Will the Funding Paradigm Shift?
Digital Asset
10 min read
Clarity Act Stalls in the Senate. What Does It Mean for Bitcoin?
The SEC and CFTC’s existing interpretation of bitcoin as a digital commodity remains unchanged after the Senate setback.
Digital AssetBITCOIN
10 min read
AI Data Center Map of Korea
A comparison of power, demand, capital, and operating targets across Paju, Ulsan, Haenam, and Gumi.
AI Energy InfraAI
19 min read
Same Bitcoin Investment, Different Returns
Why treasury stocks can be more favorable than holding bitcoin directly
Digital AssetBITCOIN
10 min read
Record-Low Hashprice and the Reshaping of Bitcoin Mining Economics in 2026
Key conclusion: structural profitability pressure persists despite the August rebound
Digital AssetBITCOIN
9 min read
The Crypto Lending Decline: What Makes It Different From 2022
Outstanding loans fell for a third straight quarter, without cascading lender failures
Digital Asset
16 min read
Three Conditions That Will Determine Whether Nvidia-Backed Debt Succeeds
Of the three conditions, the recovery market is the least tested
AI Energy InfraGPUAI
11 min read
In the U.S. preparation time is shrinking; in Korea the market is moving ahead of the law
Circle's reserve return rate and Korea's dollar stablecoin balances moved before the rules and the legislation did
Digital AssetMacro
9 min read
Can Tokenized Equities Build on Liquidity Created by Memecoins?
Bottom line: what has been established is the speed of early adoption, and nothing beyond it
Digital Asset
12 min read
Chips Depreciate, Power Does Not
The two models divide along a single line: who books the depreciation
AI Energy InfraGPU
9 min read
Strategy’s Bitcoin Sales and STRC’s Break Below Par
Funding Stalled Once STRC Fell Below Par: Structural Weakness or Temporary Stress?
Digital AssetBITCOIN
Bitplanet Research Lab
The official research site of Bitplanet. Read Korean and English reports on digital assets, Bitcoin, AI, GPU, energy and macro trends.