

Mining Data & the Quest for On-chain Alpha | Karim Helmy, Sam Trabucco & Josh Frank | Compass Podcast
Sep 3, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
What's the Utility of on Chain Data?
02:14 • 3min
Is There a Difference Between on Chain Data and on Chain Analysis?
05:34 • 4min
Is There a Lot of Demand for on Chain Analytics for Defi Trading?
09:15 • 2min
Miners Selling Their Coins?
11:21 • 2min
How Do Miners Really Move the Market?
13:24 • 5min
Coin Metrics Aren't Tracking Fools When They Mean to Track Miners
18:19 • 2min
Miners Selling a LOT of the Coin
19:55 • 4min
The China Mining News Was Part of the Initial Drop
23:49 • 4min
Can China Baon Newsi'm Affect the Market Anymore?
27:28 • 6min
The China News
33:01 • 3min
Bitcoin Fees Are Looking Pretty Rough Right Now, Right?
35:38 • 5min
Are Transaction Fees Really a Bolish Indicator of Demand to Hold a Certain Asset?
40:23 • 5min
The Market Dynamics for Onchain Related Derivative Products
45:07 • 6min
Is the Network Cash Rate a Good Hedge?
50:47 • 2min
Mining Exchanges
53:00 • 1min
Is There a Pool Connection?
54:25 • 3min