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Mattia Sera | Strategic Archive

Articles and Reports Articoli e Report

Internal archive where I publish analysis on Bitcoin, digital scarcity, crypto regulation, protocols, and emerging sectors. Archivio interno dove pubblico analisi su Bitcoin, scarsità digitale, regolamentazione crypto, protocolli e settori emergenti.

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Published articles
The Factor That Drives Markets and Bitcoin (in the long term) cover
Macro

The Factor That Drives Markets and Bitcoin (in the long term) Il fattore che influenza i mercati e Bitcoin (nel lungo termine)

Why liquidity is the macro factor behind long-term asset prices - and the Fed and bank indicators I track to read it. Perché la liquidità è il fattore macro dietro i prezzi degli asset - e gli indicatori Fed e bancari che monitoro per leggerla.

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Bitcoin: What's Next? cover
Bitcoin Outlook · June 22, 2026

Bitcoin: What's Next? Bitcoin: cosa succede ora?

Why I believe we are in the final phase of the bear market - cycle comparisons, supply in loss, long-term holder accumulation, sentiment and funding signals. Perché credo che siamo nella fase finale del bear market - confronto tra i cicli, supply in perdita, accumulo dei long-term holder, segnali di sentiment e funding.

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Bitcoin and the Incentive to Hold Capital cover
Incentives · June 10, 2026

Bitcoin and the Incentive to Hold Capital Bitcoin e l'incentivo a detenere capitale

Why fiat incentivizes spending while a scarce monetary asset can incentivize saving - with a free Bitcoin vs Fiat Savings Simulator. Perché la fiat incentiva la spesa mentre un asset monetario scarso può incentivare il risparmio - con un Simulatore gratuito Bitcoin vs Fiat.

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How Bitcoin Becomes Monetary Property cover
Bitcoin Thesis

How Bitcoin Becomes Monetary Property Come Bitcoin diventa proprietà monetaria

Bitcoin as scarce, transferable, liquid, and verifiable digital monetary property. Bitcoin come proprietà monetaria digitale: scarsa, trasferibile, liquida e verificabile.

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How Bitcoin Makes Its Scarcity Credible cover
Network Rules · May 17, 2026

How Bitcoin Makes Its Scarcity Credible Come Bitcoin rende credibile la sua scarsità

Why the 21 million cap can be verified, defended, and enforced by the network. Perché il limite dei 21 milioni può essere verificato, difeso e applicato dalla rete.

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Why Bitcoin Matters in a World of Infinite Fiat Money cover
Fiat vs Bitcoin · May 9, 2026

Why Bitcoin Matters in a World of Infinite Fiat Money Perché Bitcoin conta in un mondo di moneta fiat infinita

Purchasing power, M2, monetary dilution, and verifiable digital scarcity. Potere d'acquisto, M2, diluizione monetaria e scarsità digitale verificabile.

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Crypto Report cover
Market Report · May 7, 2026

Crypto Report - 07/05/2026

Regulation, Bitcoin outlook, stablecoins, tokenized stocks, and prediction markets. Regolamentazione, outlook Bitcoin, stablecoin, tokenized stocks e prediction markets.

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