Julio Moreno is the Head of Research at CryptoQuant, bringing over 13 years of expertise in commodity research to the forefront of on-chain analytics.

Shownotes:

00:00 Opening

00:27 CryptoQuant's report shows a surge in Bitcoin demand, any details to share?

03:36 In terms of Bitcoin supply, what impact could ETFs have on miners?

11:36 Predicting Bitcoin prices: the hardest part of your job?

15:20  Detailed explanation of Bitcoin Halving

19:29 Bitcoin miner incentives will eventually end?

31:30 Why do Eastern and Western attitudes towards BRC-20 differ so sharply?

34:50 What is the significance of the Ethereum Dencun upgrade?

39:51 Has the Dencun upgrade met its goals for developers?

48:42 How you think about the stabecoins?