A common question amongst bitcoin investors is whether bitcoin on-chain analytics is legitimate or whether it is snake oil. Joining me to explore this as well as talk about some new research, is James Check, Lead Analyst of Glassnode. We talk about how the field progressed, and some insights to share on analyzing the bitcoin market:
- History of on-chain analytics
- Is it snake oil?
- Liveliness
- Impact of the ‘DCA Army’
- Lost coins
- Vaulted supply vs active supply
- What does a bull market look like on chain?
- Where are we now?
Links:
- James Check on X
- Glassnode cointime economics paper https://get.glassnode.com/cointime-economics/
- Ark https://ark-invest.com/white-papers/cointime-economics
Previous episodes:
- SLP73 Tamas Blummer – Rust-Bitcoin, Threats to Bitcoin & Bitcoin Data Science
- SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch
- SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?
Sponsors:
- Pacific Bitcoin Festival (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on Twitter @stephanlivera
- Subscribe to the podcast
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!