I'm joined by guests Checkmate, Permabull Nino & TXMC Trades to discuss on-chain economics.
**Discussion Topics**
* 00:02:59 Overview of on-chain economics
* 00:06:44 Deciphering coin ownership
* 00:08:56 Calculating profit/loss for coins
* 00:13:33 Fees and the fee market
* 00:15:24 Bitcoin & shitcoin analytics
* 00:16:19 Analysing the bull market
* 00:28:10 Proof of reserves
* 00:29:00 Market manipulation
* 00:31:32 Surviving the market
* 00:32:30 Stablecoins
* 00:38:50 Hedge fund strategy & risk of rugpull
* 00:45:05 Institutional use of chain analysis
* 00:50:05 Manipulating and obscuring chain analysis
* 00:56:05 Proof of reserves
* 01:04:29 Regulatory risks
* 01:05:41 Concentration of coins
* 01:06:19 Security budgets
* 01:07:48 Efficiency and UTXO management
* 01:09:11 Inflation security budgets and supply schedule
* 01:11:38 Spent coins/lost coins
* 01:16:16 Audience question (market dominance vs realised cap/total market cap)
* 01:21:38 Market outlook
* 01:25:24 Audience question (bitcoin correlation with traditional markets)
* 01:28:00 Move to self custody
* 01:29:02 Spot premium
* 01:29:51 Currency debasement
* 01:35:26 How do you put a price on bitcoin?
* 01:38:57 Evolution of the bitcoin paradigm
* 01:41:29 The end of fiat money
* 01:46:14 The death of gold
* 01:50:09 Off-chain transactions
* 01:54:57 Market narratives
**Links & Contacts:**
* Website: https://bitcoin.review/Podcast
* Twitter: https://twitter.com/bitcoinreviewhq
* NVK Twitter: https://twitter.com/nvk
* Telegram: https://t.me/BitcoinReviewPod
* Email: producer@coinkite.com
* Nostr & LN:âš¡nvk@nvk.org (not an email!)
_**Full show notes: https://bitcoin.review/podcast/episode-14/**_