Verisats | Bitcoin Intelligence

Evidence-first Bitcoin research: on-chain analytics, market intelligence, and treasury company data in one place. Phase 1 is interactive on sample data; later phases are marked as previews.

Phase 1: foundation (interactive, sample data)

Price and realized index Sample

MVRV with valuation zones Sample

Phase 2: on-chain (preview)

SOPR Coming soon

Spent output profit ratio
Needs the node indexer

Holder cohorts Coming soon

Long-term vs short-term supply
Needs UTXO age data

NUPL and dormancy Coming soon

Profit/loss and coin days destroyed

Cycle intelligence Concept only

— / 100

Not a live signal or validated model. Any score needs a written definition, versioning, and backtests first.

Phase 3: treasury companies (preview, pipelines not connected)

Holdings overview Preview

Company	BTC holdings	BTC/share	mNAV	BTC yield	Dilution

Planned sources: SEC filings and company reports, with human review before publishing. No figures are shown until verified.

Compare companies Preview

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BTC per share

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mNAV

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Dilution (90d)

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BTC acquired

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Phase 4: market data (preview)

Funding rate Coming soon

Exchange API source to be confirmed

Open interest Coming soon

Exchange API source to be confirmed

Liquidations Coming soon

May require a licensed data source

Spot ETF flows Coming soon

Issuer data; terms to be checked

Phase 5: AI analyst (interface preview, not operational)

Ask about a metric Preview only

Why did MVRV change this week?Compare today with past cycle bottomsWhat changed for a treasury company?

Intended behavior: answers cite the metric, its calculation version, and the underlying data; explain what changed; and never give personalized allocation advice.

Roadmap

1 Foundation
Prototype, sample data

2 On-chain
Planned

3 Treasury
Planned

4 Market
Planned

5 Intelligence
Planned

6 Premium
Accounts, alerts, TradingView