Insights
Browse Our Research by Topic
Our research team publishes every week, and this is the quickest way to find what we’ve written on the thing you’re actually trying to understand, whether that’s Bitcoin, how to take profits or what’s happening with ETFs and the big money coming into the market.
The Short Answer
How to Use This Page
Pick the topic you want to understand, and the topic page lists our research on it, newest first. If you are new, start with our free guides on the Learn page, then come back and follow two or three topics over time, which is how you build a view instead of reacting to headlines.
Topics
Research Topics
Each topic in one plain sentence.
Bitcoin
Research on the asset most portfolios are built around, from how it works to how it is held.
Ethereum
The network many on-chain applications run on, and what drives demand for it.
On-chain analysis
What public blockchain data tells us about who is buying, holding and selling.
Macro and markets
How interest rates, liquidity and the wider economy move digital asset prices.
Portfolio management
How we think about structuring, sizing and reviewing a digital asset portfolio.
DeFi
Decentralised finance: lending, trading and earning yield through code instead of a bank.
ETFs and institutional money
How exchange traded funds and larger investors are changing who owns digital assets.
Stablecoins
Tokens designed to hold a steady value, usually against the US dollar, and why they matter.
Layer 1 networks
The base blockchains, like Bitcoin and Ethereum, that everything else is built on.
Layer 2 networks
Networks built on top of Ethereum to make transactions faster and cheaper.
Real-world assets
Bonds, funds and other traditional assets issued as tokens on a blockchain.
AI and digital assets
Where artificial intelligence and blockchains meet, and what is real so far.
Staking
Locking up coins to help secure a network in exchange for rewards, and the risks involved.
Security and self-custody
Keeping your keys, wallets, accounts and coins safe, and avoiding scams.
Regulation
What regulators in Australia, the US and elsewhere are doing about digital assets.
Tax in Australia
How crypto is taxed in Australia. Always speak with your accountant about your own situation.
Start With These
Guides Worth Reading First
Crypto ETFs explained
How crypto ETFs work in Australia, and what changes when you own fund units instead of coins.
Build a crypto exit strategy
How to plan partial sales in advance with a Profit Ladder.
Structure a larger portfolio
How to think about structure when you are investing a larger amount.
The SHIFT Method
The 5-Step SHIFT Method
Every topic here feeds one of the five steps our members follow. If you want to see how the research turns into decisions, this is the process.
S
Set your plan in writing
Before any money goes in, you write down what you own, why you own it, how much you will put in and what would make you change your mind. That written plan is your Strategy Sheet.
H
Hold Bitcoin as your core
Bitcoin sits at the centre of the portfolio, and you decide in advance how you will hold it and where it is kept.
I
Invest in on-chain businesses with real revenue
Beyond Bitcoin, the focus is on networks and applications that run on a blockchain (on-chain) and earn real fees from real users.
F
Filter every coin before you buy
Every coin goes through the same checks before you buy it, including who holds the supply, what unlocks are coming and whether anyone actually uses it.
T
Take profits on the way up
You plan partial sales in advance with a Profit Ladder, so selling happens by plan rather than by panic.
Questions
Research FAQs
How is Collective Shift research organised?
By topic. Each topic page lists our research on that theme, newest first, so you can follow one subject over time instead of scrolling a single feed.
Is Collective Shift research free?
Some research is free to read, and members get the full research library, the Live Crypto Portfolio and access to our analysts. Our free guides are on the Learn page.
Where do I start if I’m new?
Start with the free guides on the Learn page, then come back here to follow the topics you care about.
Is this research financial advice?
No. It is general information and education, and it doesn’t take your objectives, financial situation or needs into account.
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One shift worth understanding, a real moment from my week and the research behind it.
General information only, not personal financial advice. Nothing on this page takes your objectives, financial situation or needs into account. Digital assets are volatile and carry risk, and you can lose money. Past performance is not indicative of future results. Consider the relevant disclosure documents and speak with a licensed professional before acting.