Skip to content
Perception research

How digital assets are discussed

Analysis of Bitcoin mentions, public debate, and the sources shaping the story. Written by former Blockstream VP Fernando Nikolic.

Join over 1,000 readers. Free.

Fernando Nikolić

Fernando NikolićAuthor

Ex Universal Music, Ex Blockstream VP

Explore the sources behind the analysis with Perception MCP. Connect it free.

Research archive

115 articles · Page 1 of 10

Two overlapping shapes, one light and one dark, on a blue background.
Reports•4 min read•October 7, 2026

Bitcoin and AI: what the data shows

People talk about Bitcoin and AI together much more than before. Their prices still go their own way. The link between t...

Read research→
Abstract artwork: two large quotation marks.
weekly-intelligence•5 min read•September 14, 2026

Why Your Comms Plan Is Wrong

The only thing growing in crypto discourse right now is prediction markets.

Read research→
Abstract artwork: streams of dots joining into one blue stream.
Reports•4 min read•August 13, 2026

The Bitcoin Canary

5 things Bitcoin believed on July 21 that came crashing down.

Read research→
Abstract artwork: two large quotation marks.
Opinion•5 min read•August 3, 2026

My trust in you is broken

You know what happened and I'm not going to walk you through the timeline. I want to talk about what it says about us,...

Read research→
Abstract artwork: parallel lines forming stepped bands.
Reports•6 min read•June 30, 2026

The 32 Bitcoin That Ended the Conviction Era

And the moment Saylor stopped talking about Bitcoin

Read research→
Abstract artwork: streams of dots joining into one blue stream.
•1 min read•June 25, 2026

The public web is dead

Here is what comes next.

Read research→
Abstract artwork: square tiles with quarter circles in blue, black and white.
•5 min read•April 20, 2026

Bitcoin just graduated.

DeFi still in its infancy.

Read research→
Abstract artwork: overlapping rounded shapes.
Perception Research•4 min read•April 13, 2026

Seven governments made the same move last week.

Nobody connected the dots.

Read research→
Abstract artwork: a circle made of square tiles.
•8 min read•March 30, 2026

Why Is Wall Street Building While Everyone Else Is Panicking?

The Most Fearful Market in Years. The Most Aggressive Institutional Build Ever.

Read research→
Abstract artwork: blue and black shapes separated by light lines.
Perception Research•4 min read•March 16, 2026

What Happens When Mainstream Media Watches Bitcoin Without a Frame

The Open Bitcoin sold off when the U.S.-Iran war started. Two weeks later it's outperforming the S&P 500, Nasdaq, and...

Read research→
Abstract artwork: two large quotation marks.
Perception Research•8 min read•February 23, 2026

The Insiders Are Bearish. The Suits Are Buying.

Perception Weekly. Week of February 16-22, 2026

Read research→
Abstract artwork: parallel lines forming stepped bands.
Perception Research•7 min read•February 16, 2026

The Market Crashed 45%. The Infrastructure Didn't Notice.

Perception Weekly - February 16, 2026

Read research→
Browse every research title