Description

William Clemente III joins me to talk about analyzing Bitcoin on-chain and why we’re still in the middle of this cycle. We chat:

• Getting into on-chain analytics
• Is this time different? Supercycle or not
• Analyzing what different cohorts are doing
• What does a market top look like?
• MVRV, NUPL, SOPR
• Futures and contango trade

William links:

• Twitter: @WClementeIII
• Website: Substack

Other relevant episodes:

• SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch
• SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?
• SLP64 Tuur Demeester – What is Bitcoin Worth? A Bitcoin Valuation Framework
• SLP223 Preston Pysh - Bitcoin's Final Cycle?

Sponsors:

• Swan Bitcoin
• Hodl Hodl Lend
• Compass Mining
• Unchained Capital (code LIVERA)
• CypherSafe (code LIVERA)
• CoinKite.com (code LIVERA)

Stephan Livera links:

• Show notes and website
• Follow me on Twitter @stephanlivera
• Subscribe to the podcast
• Patreon @stephanlivera