I'm joined by guests Checkmate, Permabull Nino & TXMC Trades to discuss on-chain economics.
Discussion Topics
- 00:02:59 Overview of on-chain economics
- 00:06:44 Deciphering coin ownership
- 00:08:56 Calculating profit/loss for coins
- 00:13:33 Fees and the fee market
- 00:15:24 Bitcoin & shitcoin analytics
- 00:16:19 Analysing the bull market
- 00:28:10 Proof of reserves
- 00:29:00 Market manipulation
- 00:31:32 Surviving the market
- 00:32:30 Stablecoins
- 00:38:50 Hedge fund strategy & risk of rugpull
- 00:45:05 Institutional use of chain analysis
- 00:50:05 Manipulating and obscuring chain analysis
- 00:56:05 Proof of reserves
- 01:04:29 Regulatory risks
- 01:05:41 Concentration of coins
- 01:06:19 Security budgets
- 01:07:48 Efficiency and UTXO management
- 01:09:11 Inflation security budgets and supply schedule
- 01:11:38 Spent coins/lost coins
- 01:16:16 Audience question (market dominance vs realised cap/total market cap)
- 01:21:38 Market outlook
- 01:25:24 Audience question (bitcoin correlation with traditional markets)
- 01:28:00 Move to self custody
- 01:29:02 Spot premium
- 01:29:51 Currency debasement
- 01:35:26 How do you put a price on bitcoin?
- 01:38:57 Evolution of the bitcoin paradigm
- 01:41:29 The end of fiat money
- 01:46:14 The death of gold
- 01:50:09 Off-chain transactions
- 01:54:57 Market narratives
Links & Contacts:
- Website: https://bitcoin.review/Podcast
- Twitter: https://twitter.com/bitcoinreviewhq
- NVK Twitter: https://twitter.com/nvk
- Telegram: https://t.me/BitcoinReviewPod
- Email: producer@coinkite.com
- Nostr & LN:⚡nvk@nvk.org (not an email!)
Full show notes: https://bitcoin.review/podcast/episode-14/
