BR014 - On-chain Economics Experts Roundtable ft. Checkmate, Permabull & TXMC
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I'm joined by guests Checkmate, Permabull Nino & TXMC Trades to discuss on-chain economics.

Discussion Topics

• 00:02:59 Overview of on-chain economics

• 00:06:44 Deciphering coin ownership

• 00:08:56 Calculating profit/loss for coins

• 00:13:33 Fees and the fee market

• 00:15:24 Bitcoin & shitcoin analytics

• 00:16:19 Analysing the bull market

• 00:28:10 Proof of reserves

• 00:29:00 Market manipulation

• 00:31:32 Surviving the market

• 00:32:30 Stablecoins

• 00:38:50 Hedge fund strategy & risk of rugpull

• 00:45:05 Institutional use of chain analysis

• 00:50:05 Manipulating and obscuring chain analysis

• 00:56:05 Proof of reserves

• 01:04:29 Regulatory risks

• 01:05:41 Concentration of coins

• 01:06:19 Security budgets

• 01:07:48 Efficiency and UTXO management

• 01:09:11 Inflation security budgets and supply schedule

• 01:11:38 Spent coins/lost coins

• 01:16:16 Audience question (market dominance vs realised cap/total market cap)

• 01:21:38 Market outlook

• 01:25:24 Audience question (bitcoin correlation with traditional markets)

• 01:28:00 Move to self custody

• 01:29:02 Spot premium

• 01:29:51 Currency debasement

• 01:35:26 How do you put a price on bitcoin?

• 01:38:57 Evolution of the bitcoin paradigm

• 01:41:29 The end of fiat money

• 01:46:14 The death of gold

• 01:50:09 Off-chain transactions

• 01:54:57 Market narratives

Links & Contacts:

• Website: https://bitcoin.review/Podcast

• Twitter: https://twitter.com/bitcoinreviewhq

• NVK Twitter: https://twitter.com/nvk

• Telegram: https://t.me/BitcoinReviewPod

• Email: [email protected]

• Nostr & LN:⚡[email protected] (not an email!)

Full show notes: https://bitcoin.review/podcast/episode-14/