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.