Blockstream Institute × Perception
Progress review · August 2026

Blockstream Institute

Marketing and intelligence, June through December.

The scope

A fractional CMO retainer, June through December.

Four deliverables under one engagement.

01
The Asymmetry
Weekly research piece
02
Internal dashboard
Live intelligence
03
Live index
On the front page
04
LinkedIn
Allocator channel
$7,000 / month 6-month term 4 shipped
Mapping Bitcoin Policy, Protocol, and Capital
The Asymmetry
The structural division in capital allocation is widening as state treasuries set a new fiduciary baseline.
BTC / USD
$63,080
Temp
52 / 100
Driver
CLARITY 15-9
Thesis
Bipartisan markup and state pensions remove career risk for allocators.
Validation
Senate Banking Committee votes CLARITY Act through, 15-9.
Yen carry trade squeeze
SpaceX treasury reserves
Informational and educational purposes only. Not investment advice.
Deliverable 1 · The report

The Asymmetry: a weekly read on the digital assets industry.

Mar 18
Temp 40/100. TradFi went negative.
Apr 6
Neutral. The divergence inverted.
Jun 22
CLARITY markup. State pensions.
Jun 29
Stratum V2 mainnet block.

Four issues produced while proving the format.

Deliverable 2 · The dashboard

Built for sales and BD, for brand, and for research.

01
Sales and BD
Partnerships, announcements, and funding moves.
02
Brand
How the separation is landing, and where the critics are.
03
Research
The Asymmetry, the weekly read on digital assets.
bsi-intel-dashboard.pages.dev
Blockstream internal intelligence dashboard
Deliverable 3 · The live index

The Perception Index now lives on the Blockstream Institute front page.

A live chart, connected to the Perception API, updating in place. One reading everywhere: the report, the dashboard, and the public site.

Live chart API connected blockstreaminstitute.com
blockstreaminstitute.com
Perception Index on the Blockstream Institute front page
Deliverable 4 · LinkedIn

A daily, allocator-voice channel.

Five posts a week, written for allocators. A collator of what is being debated. No stances, no price calls.

“
The investment case for Bitcoin is mostly settled inside allocation committees.
“
A volatile asset can go into a portfolio without making the portfolio riskier.
linkedin.com
Blockstream Institute LinkedIn post
Deliverable 4 · LinkedIn

Five times the impressions, forty times the reactions.

May: 349 impressions, 1 reaction. June: 1,767 impressions, 41 reactions.

240
Mar
627
Apr
349
May
5×
1,767
Jun
1,396
Jul
654
Aug
Impressions by month · cadence starts June 1
125
Followers
~5,000
Impressions
206
Clicks
1.9%
Engagement
61
Posts

Source: LinkedIn content analytics, August 16, 2026. Organic only, no paid distribution.

Next

Renewal lands December 1.

Weekly report Live dashboard Live index Daily LinkedIn
Fernando Nikolic

Fernando Nikolic

aimley OÜ

fernando@btcperception.com