SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

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:

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