SLP274 William Clemente III - Bitcoin’s Great Consolidation

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