Arch Intelligence
Research-driven insights into Bitcoin infrastructure, capital markets, and protocol design.
Research Domains
Bitcoin Fee Market Dynamics
Bitcoin fee markets are stabilizing into two tiers: high-priority consolidation fees (3-5 sat/vB for institutional) and ...
Liquidation Reliability Index
Arch's liquidation engine achieves 98.2% reliable liquidation execution within the target window. This is enabled by sub...
Bad Debt Probability Model
Bad debt emerges when liquidation fails AND price moves against the position. With Arch's 98.2% liquidation reliability,...
Institutional BTC Demand Signals
Institutional demand for Bitcoin financial infrastructure is accelerating. ETF inflows, bank custody services, and prime...
MEV Capture Efficiency on Bitcoin
Bitcoin MEV is captured inefficiently today (builder/miner extraction ~40-60% of available value). Arch's transparent or...
Stablecoin Yield Competitiveness
Arch Lend can offer 12-18% APY on USDC collateral (via prime brokerage fee sharing + lending revenue) vs 4-6% on Ethereu...
FROST/ROAST Signing Performance
Arch's FROST/ROAST threshold signing achieves sub-100ms signing for 300ms block times with 50-100 validators. Performanc...
Post-Halving Security Budget
Bitcoin's post-2024 halving security budget (miner rewards + fees) is 60% lower than pre-halving. This creates long-term...