BR014 - On-chain Economics Experts Roundtable ft. Checkmate, Permabull & TXMC

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: [email protected] Nostr & LN:⚡[email protected] (not an email!) Full show notes: https://bitcoin.review/podcast/episode-14/