Rafael Schultze-Kraft CTO of Glassnode rejoins me on the show to talk about Bitcoin on chain metrics and how there is a very bullish set up right now. We chat:

• Overview of how Glassnode’s analysis works
• Liquid supply vs illiquid supply
• Number of coins on exchanges dropping and what this means
• Difference in structure of bitcoin demand this time vs 2017
• Why its not true that “2% of accounts control 95% of bitcoin”

Links:

• Twitter: @n3ocortex
• Twitter: @glassnode
• Site: Glassnode.com
• Article:  78% of the Bitcoin Supply is Not Liquid
• Article: No, Bitcoin Ownership is not Highly Concentrated – But Whales are Accumulating

Previous episode:

• SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?

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