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But what about meeee, sir
#852268
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I've read part of this before, agreed that Nydig should be in the mix.
Do they only have 2023 and 2024 as annual letters? I cruised their reports and didn't find others, although there's a lot of btc-related stuff in there that looks interesting.
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I haven't read one in full, but a lot of bitcoiners gush about Ross Stevens' newsletters.
This year's: https://www.nydig.com/research/stone-ridge-2024-investor-letter
2023's: #371348