RESEARCH & INSIGHTS
Ideas Worth Thinking About
Ripple publishes research and commentary covering investing, markets, Bitcoin, technology, economics, and capital allocation.
The objective is not to chase every headline. It is to publish thoughtful research on enduring investment questions alongside timely market notes when current conditions are worth examining.
LATEST RESEARCH

Synthetic Trust: AI, Scams, and Investor Risk
How artificial intelligence is changing fraud, identity, evidence, and the way investors decide what to believe.
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What Makes a Business Worth Owning?
The metrics, qualitative traits, and valuation questions we use to evaluate a company.
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The Businesses We Own—and Why
What we look for in ownership, where conviction comes from, and what could prove us wrong.
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Cybersecurity Is Investment Risk
Why digital resilience, operational security, and technology risk belong in the investment thesis.
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Time, Volatility, and the Investor’s Edge
Why patience, temperament, and a long time horizon may matter more than predicting the next market move.
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The Case for Bitcoin in a Diversified Portfolio
What Bitcoin’s unique characteristics, volatility, and evolving market structure may mean for portfolio construction.
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Are We in a New Market Regime?
Exploring the forces that may be shaping the next decade for investors, from monetary policy to technological change.
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Apple Market Note — October 23, 2026
Technical structure, fundamental quality, valuation, and what could change the thesis.
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Bitcoin Market Note — October 23, 2026
Technical structure, fundamental context, valuation considerations, and the levels that matter.
READ NOTE →UPCOMING RESEARCH

Valuation in an Expensive Market
How to think about quality, growth, expectations, and the price you pay.
COMING SOON

Bitcoin, Self-Custody, and Operational Risk
Why owning the asset and securing the asset are two different problems.
COMING SOON

The Cost of Complexity
Why growing technology stacks, interconnected systems, and operational dependencies can quietly become business risk.
COMING SOON