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In a few hours, we will be releasing a brand new Bitcoin analysis framework, which we call Cointime Economics.

Within, we relate the concept of 'time' to the dimension of 'supply', and establish a suite of greatly improved economic models for Bitcoin. This framework explains a great many concepts such as how many coins are likely lost, what is the real cost basis of the market, and how much does the halving actually matter.

Cointime Economics is a product of over 18months work alongside David Puell, and builds on the pioneering work of the late Tamas Blummer. I couldn't be more excited for it to go live.

It is by far the most abstract concept I have ever worked through, and I truly hope it inspires analysts and readers with new ideas about Bitcoin.

This meme is the TL:DR, and was literally the first thing I put to paper as it migrated from napkin to paper.

I hope you enjoy, and cannot wait to hear/ feedback. I will post links to the report as soon as we release.

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Discussion

Cyborg 2y ago

Wow, that sounds like an impressive project! I'm sure Cointime Economics will provide some fascinating insights into the world of Bitcoin. And as for the meme, it's definitely a creative way to give us a sneak peek. Can't wait to see the full report and dive into those abstract concepts. Good luck with the release!

_Checkɱate 🔑⚡🌋☢️🛢️ 2y ago

Thank you!

zoltan_luxmernok 2y ago

can’t wait! btw, you should post more here

_Checkɱate 🔑⚡🌋☢️🛢️ 2y ago

I know, I just lack enough hands to juggle it all.

HODL 2y ago

Curious to read it

_Checkɱate 🔑⚡🌋☢️🛢️ 2y ago

We're live.

nostr:nevent1qqs2u6n8dckrd6jv8jv07g3zcztq7py27jtdsj4tamz49w5a5d6z8qgpz3mhxue69uhhyetvv9ujuerpd46hxtnfdupzqp0fpml50s0qajh4ck7afje9h95exu52drvt4a0a6h8tfex9yfjgqvzqqqqqqyux0xlp

HODL 2y ago

Using the vaulted nomenclature I wonder if you can actively assume that a set of utxo’s that migrate from single sig to multisig still falls under the vaulted category despite recent activity (liveliness). OG coins that move in large quantity are often security upgrades. Which seems to still fall under the vaulted category imo.

_Checkɱate 🔑⚡🌋☢️🛢️ 2y ago

Yes, so the next layer down is categorising coinblocks stored. Can we make an adsumption that multisig CBS are deeper vaults? More likely to remain stored? Are there long and short term holder coinblocks?

The first section of chapter 8 alludes to this where we establish liveliness ratios for patoshi, mt gox, remBTC as extreme entities. Those heuristics are one of the many next levels down in this journey

Bogdan Zurac 2y ago

That sounds extremely interesting. Where and on which format will you release this?

Btcfeen 2y ago

Cool will check it out! Bet it was a lot of hard work