SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

<p>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:</p> <ul> <li>Overview of how Glassnode’s analysis works</li> <li>Liquid supply vs illiquid supply</li> <li>Number of coins on exchanges dropping and what this means</li> <li>Difference in structure of bitcoin demand this time vs 2017</li> <li>Why its not true that “2% of accounts control 95% of bitcoin”</li> </ul> <p><strong>Links:</strong></p> <ul> <li>Twitter: <a href="https://twitter.com/n3ocortex" rel="noreferrer noopener" target="_blank">@n3ocortex</a></li> <li>Twitter: <a href="https://twitter.com/glassnode" rel="noreferrer noopener" target="_blank">@glassnode</a></li> <li>Site: <a href="https://glassnode.com/" rel="noreferrer noopener" target="_blank">Glassnode.com</a></li> <li>Article: &nbsp;<a href="https://insights.glassnode.com/bitcoin-liquid-supply/" rel="noreferrer noopener" target="_blank">78% of the Bitcoin Supply is Not Liquid</a></li> <li>Article: <a href="https://insights.glassnode.com/bitcoin-supply-distribution/" rel="noreferrer noopener" target="_blank">No, Bitcoin Ownership is not Highly Concentrated – But Whales are Accumulating</a></li> </ul> <p><strong>Previous episode:</strong></p> <ul> <li><a href="https://stephanlivera.com/episode/190/" rel="noreferrer noopener" target="_blank">SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?</a></li> </ul> <p><strong>Sponsors:</strong></p> <ul> <li><a href="http://swanbitcoin.com/livera" rel="noreferrer noopener" target="_blank">Swan Bitcoin</a></li> <li><a href="http://lend.hodlhodl.com/" rel="noreferrer noopener" target="_blank">Hodl Hodl Lend</a></li> <li><a href="http://compassmining.io/" rel="noreferrer noopener" target="_blank">Compass Mining</a></li> <li><a href="https://unchained-capital.com/the-vault-concierge-onboarding-package/" rel="noreferrer noopener" target="_blank">Unchained Capital</a>&nbsp;(code LIVERA)</li> <li><a href="https