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

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