SLP274 William Clemente III - Bitcoin’s Great Consolidation
William Clemente III joins me to talk about analyzing Bitcoin on-chain and why we’re still in the middle of this cycle. We chat:
- Getting into on-chain analytics
- Is this time different? Supercycle or not
- Analyzing what different cohorts are doing
- What does a market top look like?
- MVRV, NUPL, SOPR
- Futures and contango trade
William links:
- Twitter: @WClementeIII
- Website: Substack
Other relevant episodes:
- SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch
- SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?
- SLP64 Tuur Demeester – What is Bitcoin Worth? A Bitcoin Valuation Framework
- SLP223 Preston Pysh - Bitcoin's Final Cycle?
Sponsors:
- Swan Bitcoin
- Hodl Hodl Lend
- Compass Mining
- Unchained Capital (code LIVERA)
- CypherSafe (code LIVERA)
- CoinKite.com (code LIVERA)
Stephan Livera links:
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