81 min listen
David Puell & Checkmate | Data-Driven Bitcoin Analysis | EP 130
David Puell & Checkmate | Data-Driven Bitcoin Analysis | EP 130
ratings:
Length:
66 minutes
Released:
Oct 26, 2023
Format:
Podcast episode
Description
On this episode of Swan Signal, Sam dug deep into the world of on-chain analysis with James Check and David Puell, exploring their new framework called Cointime Economics, and looking at trends on-chain that may signal a new bull market could be imminent."Cointime Economics: A New Framework for Bitcoin on-chain Analysis"https://20368641.fs1.hubspotusercontent-na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf00:00:00 “Swan Signal” Intro00:02:05 Introducing Checkmate and David Puell00:02:37 “Cointime Economics: A New Framework for Bitcoin On-Chain Analysis”00:04:30 What is a “UTXO”?00:06:41 Flaws of Traditional UTXO Analysis00:08:55 “Lost Coins”00:10:29 “Coin-days Destroyed”00:13:13 Measuring “Liveliness” in Bitcoin00:18:44 “Vaultedness” - Measuring Conviction for a Bitcoin Bull Case00:23:22 What is a “Coin-Block”?00:26:11 “The REAL Average Cost Basis” - Cointime: True Market Deviation (AVIV Ratio)00:35:47 Determining How Coins are Actually Lost00:38:40 “MVRV” - Comparing Market Value to Realize Value00:43:46 “Sell-Side Risk Ratio”00:51:20 What Checkmate and David are Seeing in the On-Chain Data00:56:28 Limitations with On-Chain Analytics00:59:54 The Most “Signal to Noise” OnChain Metrics01:03:10 How to Connect with Checkmate and David01:04:38 “Swan Signal” OutroConnect with Sam, David, and Checkmate:Sam Callahan: https://twitter.com/samcallahDavid Puell: https://twitter.com/dpuellARKJames Check: https://twitter.com/_Checkmatey_Connect with Swan Bitcoin: YouTube: https://youtube.com/@Swan_Bitcoin Twitter: https://twitter.com/Swan Instagram: https://instagram.com/SwanBitcoin Telegram: https://t.me/swanbitcoin LinkedIn: https://linkedin.com/company/swanbitcoinSwan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Start your Bitcoin journey today, and your first $10 purchase is on us https://swanbitcoin.com/yt Download the all-new Swan Bitcoin App https://www.swanbitcoin.com/app/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get your ticket for the Pacific Bitcoin Festival 2023 before prices increase! https://www.pacificbitcoin.com/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes https://www.swanbitcoin.com/bitcoin-ira/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide https://www.swanbitcoin.com/private/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Want to learn more about Bitcoin? Check out the Bitcoin Canon a curated list of the best Bitcoin resources from your favorite experts https://swanbitcoin.com/cannon/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get paid to recruit new Bitcoiners by joining Swan Force https://www.swanbitcoin.com/enlist/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Released:
Oct 26, 2023
Format:
Podcast episode
Titles in the series (100)
Preston Pysh and Andy Edstrom - E25: Founder of The Investors Podcast Network, Preston Pysh, and author of Why Buy Bitcoin, Andy Edstrom will mix it up on bitcoin vs gold price predictions, hard money as an asset class, bitcoin investment theses, bitcoin in corporate treasuries, and much more. by Swan Signal - A Bitcoin Podcast