Rafael Schultze-Kraft CTO of Glassnode rejoins me on the show to talk about Bitcoin on chain metrics and how there is a very bullish set up right now. We chat:
- Overview of how Glassnode’s analysis works
- Liquid supply vs illiquid supply
- Number of coins on exchanges dropping and what this means
- Difference in structure of bitcoin demand this time vs 2017
- Why its not true that “2% of accounts control 95% of bitcoin”
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