In this episode, we dive into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin’s price potential and regulatory impacts.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:47 - Why Bitcoin exchange balances have declined and what this signals.
03:28 - Why Australian Bitcoiners are prominent despite lagging national adoption.
07:10 - The role of OTC exchanges in today’s BTC transactions.
11:04 - Whether on-chain analysis remains relevant amid OTC and ETF purchases.
16:46 - Insights gained from on-chain data and UTXO analysis.
20:57 - How technical analysis is perceived in the crypto community.
27:54 - Key headwinds Bitcoin may face over the next two years.
30:58 - Potential market impact if the US attempted large-scale BTC purchases.
31:24 - Thoughts on the premium valuation for MicroStrategy (MSTR).
42:31 - Implications of super cycle theory for Bitcoin's long-term value.
49:15 - Potential effects if Satoshi Nakamoto moved Bitcoin from dormant wallets.
52:12 - Theories surrounding Bitcoin's Power Law and Stock-to-Flow model.
54:11 - What constitutes an "Euphoria Zone" in the crypto market today.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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