Blockchain Papers

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77 papersLast indexed Aug 16, 2026
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Jul 21, 2026·Digital Commons - University of South Florida (University of South Florida)
0 cites
Evaluating the Impact of Bitcoin and Ethereum ETFs on Risk Adjusted Returns in Retirement Portfolios

Brannon Nickles

Cryptocurrency is no longer that of a topic solely for traders and tech enthusiasts, as crypto ETFs have worked their way into mainstream retirement accounts, bringing with them many questions to financial planners. The question this study addresses is whether small Bitcoin and Ethereum ETF allocations actually improve the risk-adjusted performance of a traditional balanced retirement portfolio. To find out, five different portfolio constructions were tested using real ETF return data, with performance measured across Sharpe ratio, Sortino ratio, maximum drawdown, and correlation, all with quarterly rebalancing built in. Every portfolio that included cryptocurrency outperformed the standard baseline on risk-adjusted return metrics, though drawdown did increase as the allocation grew. What this tells us is that small, structured cryptocurrency allocations have the potential to improve retirement portfolio performance for the right investor, but suitability still needs to be worked out on an individual basis, something financial planners can take directly into their practice.

Jul 21, 2026·Dinasti International Journal of Education Management and Social Science
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The Relationship Between The Energy Mix Used in Bitcoin Mining and The Market Performance of Bitcoin as a Financial Asset: Market Return, Price Volatility, and GHG Emissions

Herti Kirana

Bitcoin’s Proof-of-Work mechanism is energy intensive, exceeding the electricity consumption of a medium-sized country. As the adoption accelerates, it become a concern. Most studies analyzed its energy consumption, emissions, and price in isolation. This study examines the relationship between the energy consumption and energy mix of Bitcoin and its market performance, moderated by quality of regulation, using a time-series of secondary data from reputable resources e.g. Cambridge Bitcoin Electricity Consumption Index,, the Worldwide Governance Indicators, etc. Regression analyses are employed to test the hypotheses. Eight of nine null hypotheses failed to reject. However, energy consumption was found to have a significant positive relationship with market return. It is, however, likely that this finding captures shared underlying drivers of Bitcoin’s price and its energy consumption, as well as possible reverse causality. Energy mix was found to have no significant effect on the three alternative outcomes, aligned with the fungibility of Bitcoin. Furthermore, regulatory was found not to significantly moderate also likely due to the narrow variation in the Indonesia’s scores during the study period. The study identified that markets do not reward sustainable mining with a market premium, implying that the transition towards renewable-powered mining in Indonesia requires more policy intervention.

Open access
2 source records
Blockchain Technology Applications and Security
Blockchain Technology in Education and Learning
Energy, Environment, and Transportation Policies
Original source
Jul 20, 2026·arXiv
0 cites
Volatility-Aware Extreme Event Detection in High-Frequency Financial Markets

Maorufa Zaman, Haris Md Sahed

Predicting extreme price movements in high-frequency financial markets is a challenging task due to non-stationarity, heavy-tailed return distributions, and severe class imbalance. In particular, rare but impactful events are often difficult to detect using conventional modeling approaches, which typically treat extreme movements as isolated observations. This study proposes a volatility-aware approach for extreme event detection using high-frequency Bitcoin limit order book (LOB) data. Motivated by empirical evidence of volatility clustering, the target formulation is extended to incorporate both large future returns and high-volatility regimes. This redefinition increases the proportion of informative samples and aligns the learning objective with the underlying market dynamics. Using a tree-based model (XGBoost) with time-series cross-validation and imbalance-aware evaluation, the proposed method achieves a Precision-Recall AUC of approximately 0.40, significantly outperforming the baseline formulation with a PR-AUC of around 0.06. This represents more than a sixfold improvement in detecting rare events. The results highlight that target design plays a critical role in financial machine learning, often exceeding the impact of model complexity. By incorporating volatility structure into the labeling process, the proposed approach provides a more effective and realistic framework for extreme event detection in high-frequency cryptocurrency markets.

Open access
cs.LG
Original source
Jul 20, 2026·Journal of Applied Probability
0 cites
A functional central limit theorem for a random ledger model

C. King, Vsevolod Zadorozhnyy

Abstract Distributed ledgers – decentralized databases maintained by network consensus – are often modeled as directed acyclic graphs (DAGs) to capture the causal structure of data addition. Although blockchain systems like Bitcoin use linear chains, alternatives such as tangle in IOTA employ random DAGs. In such mechanisms each new transaction approves multiple predecessors selected through a randomized process. Prior work has established a fluid-limit approximation of the tangle’s growth, governed by a delay differential equation. In this paper we go beyond the fluid limit by analyzing the next-order behavior. We show that the fluctuations around the deterministic limit converge to a Gaussian process and derive a stochastic delay differential equation (SDDE) that describes this next-order approximation.

Open access
Distributed systems and fault tolerance
Blockchain Technology Applications and Security
Distributed Control Multi-Agent Systems
Original source
Jul 20, 2026·Észak-magyarorszĂĄgi StratĂ©giai FĂŒzetek
0 cites
The effect of ICO Capital Allocation on Project Valuation in Web3 Cryptocurrency Projects

ÁdĂĄm Bereczk, ZoltĂĄn Musinszki, Erika SzilĂĄgyinĂ© FĂŒlöp, Bettina HĂłdinĂ© HernĂĄdi

This study investigates the allocation of pre-sale capital by blockchain technology-based startup ventures, with a specific focus on the Play-to-Earn (P2E) segment within the Web3 ecosystem, and its impact on token price performance. Our aim is to determine the proportion of initial capital that P2E startups, according to their business plan (whitepaper), allocated to key areas such as team and advisor expenses, marketing activities, and product development. Subsequently, this research centers on the question of how the focal areas of pre-sale capital utilization (team, marketing, development) correlate with the subsequent price performance of the tokens issued by these startups. The timeliness and relevance of this topic are underscored by the dynamic evolution of blockchain technology and the P2E model, as well as the critical role of startups' capital allocation decisions. Understanding how the utilization of initial funding influences long-term value is also of paramount importance for investors. Based on the results, while excessive marketing expenditures may offer a project short-term benefits, this strategy can potentially have negative long-term consequences. A project's financial viability is contingent upon competent human resources and the insights of external experts; nevertheless, these elements alone are not definitively sufficient. The significance of product development was only evident when the effect was measured in Bitcoin terms; no correlation was found when measured in Dollars.

Open access
Blockchain Technology Applications and Security
FinTech, Crowdfunding, Digital Finance
Private Equity and Venture Capital
Original source