Stephan Livera Podcast

SLP274 William Clemente III - Bitcoin’s Great Consolidation

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William Clemente III joins me to talk about analyzing Bitcoin on-chain and why we’re still in the middle of this cycle. We chat:

  • Getting into on-chain analytics
  • Is this time different? Supercycle or not
  • Analyzing what different cohorts are doing
  • What does a market top look like?
  • MVRV, NUPL, SOPR
  • Futures and contango trade

    • William links:

    • Twitter: @WClementeIII
    • Website: Substack

      • Other relevant episodes:

      • SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch
      • SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?
      • SLP64 Tuur Demeester – What is Bitcoin Worth? A Bitcoin Valuation Framework
      • SLP223 Preston Pysh - Bitcoin's Final Cycle?

        • 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
            • ...more
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            Stephan Livera PodcastBy Stephan Livera
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