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:

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

SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch