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 produce constant market commentary. It is to explore ideas that may matter over years rather than hours.
LATEST RESEARCH
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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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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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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Cybersecurity Is Investment Risk
Why digital resilience, operational security, and technology risk belong in the investment thesis.
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What Makes a Business Worth Owning?
A framework for studying competitive advantage, management, free cash flow, and capital allocation.
COMING SOON
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