Rafael Schultze-Kraft CTO of Glassnode rejoins me on the show to talk about Bitcoin on chain metrics and how there is a very bullish set up right now. We chat:

Overview of how Glassnode’s analysis works
Liquid supply vs illiquid supply
Number of coins on exchanges dropping and what this means
Difference in structure of bitcoin demand this time vs 2017
Why its not true that “2% of accounts control 95% of bitcoin”

Links:

Twitter: @n3ocortex
Twitter: @glassnode
Site: Glassnode.com
Article: 78% of the Bitcoin Supply is Not Liquid
Article: No, Bitcoin Ownership is not Highly Concentrated – But Whales are Accumulating

Previous episode:

SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?

Sponsors:

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

Stephan Livera links:

SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

Stephan Livera Podcast