Rafael Schultze-Kraft CTO of Glassnode rejoins me on the show to talk about Bitcoin on chain metrics and how there is a very bullish set up right now. We chat:

 Overview of how Glassnode’s analysis works
 Liquid supply vs illiquid supply
  Number of coins on exchanges dropping and what this means
  Difference in structure of bitcoin demand this time vs 2017
  Why its not true that “2% of accounts control 95% of bitcoin”

Links:

  Twitter: @n3ocortex
  Twitter: @glassnode
  Site: Glassnode.com
  Article:  78% of the Bitcoin Supply is Not Liquid
  Article: No, Bitcoin Ownership is not Highly Concentrated – But Whales are Accumulating

Previous episode:

  SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?

Sponsors:

  Swan Bitcoin
  Hodl Hodl Lend
  Compass Mining
  Unchained Capital (code LIVERA)
  CypherSafe (code LIVERA)
  CoinKite.com (code LIVERA)

Stephan Livera links:

  Show notes and website
  Follow me on twitter @stephanlivera
  Subscribe to the podcast
  Patreon @stephanlivera


SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

Join Stephan as he interviews the sharpest economic and technical minds in Bitcoin &amp; Austrian Economics to help you understand how money is changing and evolving. Leading names in the world of Bitcoin join the show to share their insights, whether they are developers, CEOs, economists, authors, analysts and more.

Technology

Tech News

Podcasting

Gadgets

Software How-To

How do you think about investing as a bitcoiner? Preston Pysh of TIP rejoins me on the show to talk about a range of related ideas: 

 HODL vs invest in companies
 Microstrategy and other public companies
  VC and early stage investment
  Realistic investment hurdle rates
  Technical realities as bitcoin grows

Links:

  X: @PrestonPysh
  TIP: theinvestorspodcast.com
  nostr: npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z

Sponsors:

  Swan.com (code LIVERA)
  CoinKite.com (code LIVERA)
  Mempool.space
  Nomadcapitalist.com/live

Stephan Livera links:

  Follow me on X: @stephanlivera
  Subscribe to the podcast
  Subscribe to Substack


Bitcoin and Investing with Preston Pysh SLP567

Dmitry Nedospasov is a PhD in Chip Security, also known for his hardware wallet exploits in 2018 with the wallet.fail talk. Dmitry joins me to talk about hardware security in the world of bitcoin and how it compares with hardware chip security in other domains. We discuss:

 The 2018 wallet.fail talk
 Bitcoin compared with other industries
  Realistic hardware wallet attack types
  The cost of attacking a hardware device
  Backups and Shamir’s Secret Sharing

Links:

  X: @nedos
  LinkedIn: Dmitry Nedospasov
  Site: Keylabs.io 
  Telegram: https://t.me/nedos
  wallet.fail talk: https://www.youtube.com/watch?v=Y1OBIGslgGM
  Recoverylabs.io

Sponsors:

  Swan.com (code LIVERA)
  CoinKite.com (code LIVERA)
  Mempool.space

Stephan Livera links:

  Follow me on X: @stephanlivera
  Subscribe to the podcast
  Subscribe to Substack



The cost to hack bitcoin hardware wallets with Dmitry Nedospasov SLP566


Steve Lee and Matt Corallo of Spiral rejoin me on the show to talk about a range of topics. Firstly we discuss the Great Consensus Clean Up which relates to fixing some long standing bugs in Bitcoin. Secondly we talk about MEV and why it’s the wrong term, instead we should be talking about MEVil and the implications for Bitcoin miner centralisation. Finally we address the rumours of Lightning Network being dead or not useful. 
Links: 

 X: @moneyball
 X: @TheBlueMatt 
  BlueMatt's Blog: Stop Calling It MEV
  BIP Proposal: The Great Consensus Cleanup
  Delving post on Great Consensus Clean up Revival
  Steve’s X thread on GCC: https://twitter.com/moneyball/status/1760839436617875485

Sponsors:

  Swan.com (code LIVERA)
  CoinKite.com (code LIVERA)
  Mempool.space

Stephan Livera links:

  Follow me on X: @stephanlivera
  Subscribe to the podcast
  Subscribe to Substack


Great Consensus Clean up, MEVil and LN isn’t dead - Steve Lee and Matt Corallo SLP565

Andrew Henderson rejoins me to discuss his story renouncing US citizenship, and whether the price was worth it. We discuss whether you should “stay and fight” as well as considerations relevant for Bitcoiners on pursuing their options in other countries. We also discuss Nomad Capitalist Live 2024, coming in KL Malaysia. Listen in to learn and stay up to date on global tax, investing and lifestyle strategies. 

Links: 

 X: @nomadcapitalist


Sponsors:

 Swan.com (code LIVERA)
  CoinKite.com (code LIVERA)
  Mempool.space
  Nomadcapitalist.com/live


Stephan Livera links:

  Follow me on X: @stephanlivera
  Subscribe to the podcast
  Subscribe to Substack



Going Where You’re Treated Best and Nomad Capitalist Live 2024 with Andrew Henderson SLP564

Kevin Loaec of wizardsardine joins me to talk about bitcoin security and vaults. We get into a discussion about: 

 Vaults and what’s possible today 
 Timelocking and using them as part of self custody
  Inheritance scenarios
  Business use cases
  Covenant soft forks

Links:

  X: @KLoaec
  X: @Wizardsardine
  X: @revaultdev
  Site: Wizardsardine  

Sponsors:

  Swan.com (code LIVERA)
  CoinKite.com (code LIVERA)
  Mempool.space

Stephan Livera links:

  Follow me on X: @stephanlivera
  Subscribe to the podcast
  Subscribe to Substack

Chapters:

  00:00 - Intro
  02:07 - Revault
  08:07 - Liana
  14:48 - Overview of Liana and Supported Hardware Wallets
  25:17 - Managing Time Locks in Liana: Rotating Coins and Duration
  29:47 - Coinkite.com
  30:47 - Swan.com
  32:09 - Mempool.space
  33:10 - Self-Custody with Liana
  37:26 - Understanding Revault and Liana
  44:56 - Exploring Decaying and Expanding Multi-Signature
  49:15 - RBF and CPFP in Liana Transactions
  56:07 - Transaction Size in Liana
  01:00:42 - The Debate on Covenants
  01:05:37 - Enhancing Organization Security with Cosigners
  01:09:30 - The Future of Self-Custody


SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

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