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