Top 100 Crypto/Bitcoin Strategists

100people

MicroStrategy; Bitcoin-as-corporate-treasury, "digital property" thesis

Satoshi Nakamoto

Bitcoin whitepaper; PoW + UTXO + 21M cap (foundational)

first BTC recipient; cypherpunk economic intuition

Blockstream; Hashcash inventor; BTC-maximalist engineering thesis

Bit Gold; "smart contracts" coiner; social-scalability framework

b-money; pre-Bitcoin digital cash design

Casa; self-custody playbook, sovereign-individual operations

Andreas Antonopoulos

Mastering Bitcoin; education + decentralization framework

Custodia; banking architecture for digital assets, full-reserve thesis

Castle Island; on-chain analytics + "It's the settlement, stupid"

secondary mention (primary in #06): Broken Money + Bitcoin-as-pristine-collateral

Saifedean Ammous

The Bitcoin Standard; hard-money / time-preference framework

Robert Breedlove

What Is Money; Bitcoin-as-ethical-money thesis

Zaprite; "Gradually, Then Suddenly" essay series

UTXO/Bitcoin Magazine; macro-on-chain framework

Lawrence Lepard

Equity Management; sound-money thesis, Bitcoin + gold

high-yield credit lens; Bitcoin as default-insurance

Investor's Podcast; Bitcoin-macro framework

Anthony Pompliano

Pomp Letter; Bitcoin-as-savings-tech

on-chain analyst; NVT, HODL waves, market-cycle framework

S2F model (controversial but a defining public framework)

Glassnode (Rafael Schultze-Kraft / Yann Allemann)

on-chain methodology pioneers

Ark; Puell Multiple, miner-economics on-chain framework

independent; "memecoin supercycle" + value-coin framework

Riot; "speculative attack on fiat" framework

SLP; Austrian-economics-of-Bitcoin curator

TFTC; Bitcoin-policy + energy framework

NYDIG founder; institutional Bitcoin onboarding thesis

Bitwise CIO; allocation-framework writing

ARK; "big ideas," exponential-tech + Bitcoin price models

Yassine Elmandjra

ARK crypto lead; on-chain valuation models

Adamant; cycle-call framework, 2014 China BTC research

Mayer Multiple; "seven networks" framework

Cryptoeconomics; libBitcoin philosophy + threat models

Bitcoin Core; Taproot/SegWit architect (technical strategist)

Gregory Maxwell

Bitcoin Core; Confidential Transactions, scaling thinking

Bitcoin Knots; minimalist BTC governance philosophy

BetterHash, Lightning; protocol-as-strategy

Olaoluwa Osuntokun (roasbeef)

Lightning Labs; LN architecture

Elizabeth Stark

Lightning Labs; LN-as-monetary-network strategy

Strike; remittance + Bitcoin-as-payments thesis

Lyn Ulbricht / Roger Ver

early-era ideologues — drop for clarity

early Bitcoin advocate, BCH split (historical strategist)

Vitalik Buterin

Ethereum; world computer thesis, rollup-centric roadmap

CBC Casper; PoS philosophy

EF; danksharding + ETH economic policy framing

EF; data-availability sampling architect

Paradigm; AMM theory, "ethereum is a dark forest"

Flashbots / independent; MEV + market-structure essays

Paradigm; market-structure research

Paradigm co-founder; "Bitcoin for the Open-Minded" thesis (with Fred Ehrsam)

Paradigm; long-form crypto thesis writing

Paradigm; on-chain strategy research

Su Zhu / Kyle Davies

3AC (cautionary); supercycle thesis (now historical)

Maelstrom; "Crypto Trader's Digest," macro-meets-crypto framework

BTCPay; sovereign-merchant tooling philosophy

BHB; Bitcoin-only philosophy, RGB protocol thinking

independent; "Bitcoin: Sovereignty Through Mathematics"

21 Lessons; literary-philosophical Bitcoin framework

Stillmark; Bitcoin VC thesis

independent; Bitcoin-skeptical Ethereum + ZK thesis

Gauntlet; on-chain risk modeling

Galaxy; institutional-crypto positioning framework

Galaxy research; market-structure publishing

Placeholder; cryptoassets-as-asset-class taxonomy (with Tatar)

Cryptoassets co-author; allocation framework

fat-protocols thesis (co-Placeholder)

Multicoin; theses on Solana, decentralized hardware, mega-app

Multicoin; HFT + market-structure theses

Helius; Solana ecosystem thesis

Aave; lending-as-money-market protocol design

Synthetix; pooled-debt synthetic-asset framework

Compound; algorithmic interest-rate framework

Yearn / Sonic; "test in prod" DeFi composability

Frax; fractional algorithmic stablecoin design

Rune Christensen

MakerDAO/Sky; collateralized stablecoin governance framework

MN Lior / 0xngmi / banteg

pseudo on-chain strategists (drop for purity)

Cobie (Jordan Fish)

UpOnly; market-structure + cycle-meta framework

Ledger / @LedgerStatus

TA-driven framework popularizer (drop)

Fundstrat; Bitcoin valuation models for institutions

Morgan Creek Digital; "great game" macro-crypto

Anthony Scaramucci

SkyBridge; institutional BTC thesis

ConsenSys; web3 stack thesis

The Defiant; The Infinite Machine (ETH narrative framework)

Aleksander Larsen / Jiho

Sky Mavis / Axie; play-to-earn framework (historical)

Limit Break; "free-to-own" gaming thesis

open-metaverse + property-rights thesis on-chain

Framework Ventures; "thesis-driven crypto VC"

Michael Anderson

Framework Ventures co-founder; protocol-investor thesis

Galois (cautionary); market-microstructure framework

BlockTower; risk-framework trader, public memos

Charles Hoskinson

Cardano/IOHK; peer-reviewed-protocol thesis

early Bitcoin lead-maintainer; scaling-debate framework

ShapeShift; "free-market money" libertarian crypto thesis

independent; "Bitcoin is the apex predator" + halving-cycle framing

EigenLayer; restaking + shared-security framework

Sandeep Nailwal

Polygon; modular-scaling + AggLayer thesis

Mechanism Capital; market-structure + reflexivity essays

Mt.Gox/Stellar/Ripple founder; consensus-mechanism architect

Tron; aggressive growth + acquisition crypto playbook