The Held Report

The Held Report

Home
Archive
About
Bitcoin Lending: The Trojan Horse
(Guest post by Matt Luongo from Thesis)
Jul 31 • 
Dan Held
33
14
When will BTC DeFi TVL topple ETH?
[Guest post by Alexei Zamyatin, co-founder of BOB, the Hybrid L2.
Apr 29 • 
Dan Held
15
2
Stacks gets a big upgrade: Nakamoto and sBTC
Nakamoto improves speed and reliability, while sBTC finally bridges Bitcoin into Stacks in a more secure manner
Dec 14, 2024 • 
Dan Held
30
7
Bitcoin Whitepaper Day: a bold new world.
An old system crumbles
Oct 31, 2024 • 
Dan Held
38
6
Spiderchain: A New Approach to Scaling Bitcoin
In the middle of a new era of Bitcoin innovations comes a unique approach to expanding the size, depth, and security of Bitcoin’s native economy, called…
Sep 12, 2024 • 
Dan Held
18
Mezo: A New Bitcoin Economic Layer
Bitcoin DeFi is one of the greatest opportunities in crypto. Mezo was one of my first Bitcoin L2/Economic layer investments. This is a primer on how…
Jul 24, 2024 • 
Dan Held
8
4
Bitcoin Runes Explainer
I will occasionally have knowledgeable folks in the Bitcoin DeFi space write guest posts on the topic.
Apr 2, 2024 • 
Dan Held
22
I'm joining Asymmetric to invest in Bitcoin DeFi
My new chapter as a Bitcoin VC
Feb 27, 2024 • 
Dan Held
44
5
The Held Report
The Held Report
Bitcoin DeFi explained simply. Join the over 32,000 investors and traders who read The Held Report.
Recommendations
Ecoinometrics
Ecoinometrics
Ecoinometrics
Lenny's Newsletter
Lenny's Newsletter
Lenny Rachitsky
Pessimists Archive Newsletter
Pessimists Archive Newsletter
Pessimists Archive
Contrarian Thinking
Contrarian Thinking
Codie Sanchez

The Held Report

AboutArchiveRecommendationsSitemap
© 2025 Dan Held
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture