Bitcoin.Review Podcast with NVK & Guests

BR014 - On-chain Economics Experts Roundtable ft. Checkmate, Permabull & TXMC

Dec 14 2022 • 2hr 8m

Show Notes

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: producer@coinkite.com
Nostr & LN:⚡nvk@nvk.org (not an email!)

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

Activity

@caroleanndanner

30,000 sats

Dec 17 2022

How to get my Satoshi White Paper Art considered for the SatsCard? Some are hanging at Bitcoin Park to see in person! website is www.caroleanndanner.com, Twitter is @caroleanndanner. Love the podcast and your products!

@nvk

Dec 17 2022

hey. submit on Coinkite.cards

@apemithrandir

7,777 sats

Dec 16 2022

I hope the exchanges all collapse. I liked the workflow NVK described. Bring back the coffee shop cash swap but this time with an OpenDime!

@nvk

Dec 17 2022

those were fun awkward times 😂

@btctotoro

600 sats