Bitcoin.Review Podcast with NVK & Guests

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

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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/

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