This article by nostr:npub1a2cww4kn9wqte4ry70vyfwqyqvpswksna27rtxd8vty6c74era8sdcw83a is outstanding:

https://www.lynalden.com/bitcoin-network-health/

I HIGHLY recommend you read it, but if you are too lazy to read it yourself, fear not! I just read it out loud for the latest #BitcoinOutLoud episode of nostr:npub10qrssqjsydd38j8mv7h27dq0ynpns3djgu88mhr7cr2qcqrgyezspkxqj8 (“THE #Bitcoin Podcast”) >> https://bitcoinpodcast.net

I’m currently editing the episode and will release it tonight, so please have a look at Lyn’s article and website in the meantime — it is a wealth of knowledge.

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I loved it.

This is my favorite part.

"Most Wall Street analysts and retail investors haven’t actually used a bitcoin wallet, taken self-custody of the asset, sent it to others, and/or used it in various ecosystems, and yet doing so is very helpful for fundamental research."

That's exactly the kind of stuff I write about.