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

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: [email protected]


• Nostr & LN:⚡[email protected] (not an email!)

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