Here it is folks, introducing Cointime Economics for #Bitcoin. This is the culmination of 18-months collaboration between David Puell and myself, where we developed a new economic framework for $BTC. We relate the dimensions of time and supply, in an abstract, yet elegant way.

Inscriptions have been a major source of #Bitcoin blockspace demand since they took off in Feb Now that we have several months of data, we can assess whether they actually price out monetary transfers We also assess the fee impacts on miner revenues insights.glassnode.com/the-week-oncha…

The ultimate bear case for #Bitcoin is fiscal discipline by governments. Good luck with that.

If the transactions meet the consensus rules, and #Bitcoin nodes see them as valid, there is no issue whatsoever. Build away, the free market will decide.

Indeed, this is of course why we use the 'Patoshi' entity and not 'Satoshi' when referring to the first miner. Satoshi's anonymity is one of the greatest mysteries of the internet era. Extraordinary that it remains, and will likely stay unknown.

I thoroughly enjoyed this conversation with Simple Steve 🌌, Daniel Hinton and Preston Pysh on using UTXOs to extract price data. In my experience, the UTXO set is an incredible source of data on human behaviour, market psychology, fear, greed, and even history. Great work on

Thanks for having me on the show Dale ₿ Warburton | Bitcoin Inheritance, it was a really fun discussion. We covered loads of ground including: - What is on-chain analysis anyway? - The role of self-custody vs ETFs - How do the #Bitcoin ETFs change the landscape? - What is the role of Tether and stablecoins?

Looking forward to jumping on this webinar with Coinbase Institutional 🛡️ and discuss all things on-chain data in 2024. We have so much transparent data for #Bitcoin markets at our fingertips, it can be hard to know where to look. We will explore the essential tools in this

Harden up folks. #Bitcoin

Markets must go down to go up (and vice versa).

If I am not mistaken, #Bitcoin ETFs are sporting - 7-day Trade volumes of $18.7B - Total AUM of $25.6B - Avg daily volume ~$2.6B/day = ~10% AUM The largest Gold ETF GLD has - Average daily volume of $6B/day - Total AUM of $55.8B #Bitcoin ETFs are already ~45% of GLD in both

To be fair to Pete, there are many large Gold ETFs. Will run the numbers eventually, perhaps we need a $BTC/Gold flippening index.

Did you read The Week On-chain last week regarding the #Bitcoin market, anon? insights.glassnode.com/the-week-oncha…

The #Bitcoin market is absorbing billions of $ in daily sell pressure, and is still having one of the smallest drawdowns we have seen during a macro uptrend. Imagine being bearish... Instead, learn the tools to stack your sats at the best price. Watch for SOPR and STH-MVRV

By far the worst TradFi take right now is that the emergence of ETFs nullify #Bitcoin decentralisation. ETFs are a subset of a neutral and sound global reserve asset. The vast majority of coins are held by individuals, coin ownership has no governance power, and the three

Bitcoin Alive is THE australian #Bitcoin conference. It is going to be an absolute ripper. Make sure you're there and grab your tickets

The latest Week On-chain video report is live! We analyse the $GBTC overhang, and how resilient the #Bitcoin market has been despite this significant headwind. Institutional capital is flowing into #Bitcoin on-chain folks, we can see it. youtube.com/watch?v=_tEnrQ…

There is currently a bull market in podcasts with gurus trying to work out what ethereums next narrative is.

The australian housing market is a textbook ponzi scheme. The end result will be the absolute decimation of the AUD as the government inevitably prints it to backstop the system. #Bitcoin consistently outpaces the inflation rate of Aussie housing, and outperforms stonks on a

Bitcoin stores lots of stupid decisions. Gambling, shitcoin trades, JPEG purchases etc. The important part, is that complaining about it is the only thing you can do. Stupidity cannot be stopped on #Bitcoin. If you can stop stupidity, you can stop the resistance.