The Held Report

Bitcoin Lending: The Trojan Horse

(Guest post by Matt Luongo from Thesis)

Jul 31 • 

Dan Held

33

14

April 2025

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

December 2024

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

October 2024

Bitcoin Whitepaper Day: a bold new world.

An old system crumbles

Oct 31, 2024 • 

Dan Held

38

6

September 2024

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

July 2024

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

April 2024

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

February 2024

I'm joining Asymmetric to invest in Bitcoin DeFi

My new chapter as a Bitcoin VC

Feb 27, 2024 • 

Dan Held

44

5

January 2024

Why the Bitcoin ETF is important

Today is the day.

Jan 10, 2024 • 

Dan Held

56

10

A new era for Bitcoin.

2024 is the year of defi on Bitcoin.

Jan 3, 2024 • 

Dan Held

96

24

October 2022

We Must Reject CBDCs

What are Central Bank Digital Currencies (CBDCs), and what threat do they pose to our freedom? In this newsletter I dive into why CBDCs are not the…

Oct 10, 2022 • 

Dan Held

58

8

September 2022

NFTs on Bitcoin

Background Ethereum generally dominates the conversation when it comes to discussing platforms for launching an NFT. However, NFTs started on Bitcoin…

Sep 2, 2022 • 

Dan Held

3