A common question amongst bitcoin investors is whether bitcoin on-chain analytics is legitimate or whether it is snake oil. Joining me to explore this as well as talk about some new research, is James Check, Lead Analyst of Glassnode. We talk about how the field progressed, and some insights to share on analyzing the bitcoin market:

  • History of on-chain analytics
  • Is it snake oil? 
  • Liveliness
  • Impact of the ‘DCA Army’
  • Lost coins
  • Vaulted supply vs active supply
  • What does a bull market look like on chain?
  • Where are we now? 


Relevant prior episodes:


Stephan Livera links:

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