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David Puell & Checkmate | Data-Driven Bitcoin Analysis | EP 130
Manage episode 380970402 series 2660001
On this episode of Swan Signal, Sam dug deep into the world of on-chain analysis with James Check and David Puell, exploring their new framework called Cointime Economics, and looking at trends on-chain that may signal a new bull market could be imminent.
"Cointime Economics: A New Framework for Bitcoin on-chain Analysis"
https://20368641.fs1.hubspotusercontent-na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf
00:00:00 “Swan Signal” Intro
00:02:05 Introducing Checkmate and David Puell
00:02:37 “Cointime Economics: A New Framework for Bitcoin On-Chain Analysis”
00:04:30 What is a “UTXO”?
00:06:41 Flaws of Traditional UTXO Analysis
00:08:55 “Lost Coins”
00:10:29 “Coin-days Destroyed”
00:13:13 Measuring “Liveliness” in Bitcoin
00:18:44 “Vaultedness” - Measuring Conviction for a Bitcoin Bull Case
00:23:22 What is a “Coin-Block”?
00:26:11 “The REAL Average Cost Basis” - Cointime: True Market Deviation (AVIV Ratio)
00:35:47 Determining How Coins are Actually Lost
00:38:40 “MVRV” - Comparing Market Value to Realize Value
00:43:46 “Sell-Side Risk Ratio”
00:51:20 What Checkmate and David are Seeing in the On-Chain Data
00:56:28 Limitations with On-Chain Analytics
00:59:54 The Most “Signal to Noise” OnChain Metrics
01:03:10 How to Connect with Checkmate and David
01:04:38 “Swan Signal” Outro
Connect with Sam, David, and Checkmate:
Sam Callahan: https://twitter.com/samcallah
David Puell: https://twitter.com/dpuellARK
James Check: https://twitter.com/_Checkmatey_
Connect with Swan Bitcoin:
YouTube: https://youtube.com/@Swan_Bitcoin
Twitter: https://twitter.com/Swan
Instagram: https://instagram.com/SwanBitcoin
Telegram: https://t.me/swanbitcoin
LinkedIn: https://linkedin.com/company/swanbitcoin
Swan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin.
Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Start your Bitcoin journey today, and your first $10 purchase is on us
https://swanbitcoin.com/yt
Download the all-new Swan Bitcoin App
https://www.swanbitcoin.com/app/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Get your ticket for the Pacific Bitcoin Festival 2023 before prices increase!
https://www.pacificbitcoin.com/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes
https://www.swanbitcoin.com/bitcoin-ira/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide
https://www.swanbitcoin.com/private/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Want to learn more about Bitcoin? Check out the Bitcoin Canon a curated list of the best Bitcoin resources from your favorite experts
https://swanbitcoin.com/cannon/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Get paid to recruit new Bitcoiners by joining Swan Force
https://www.swanbitcoin.com/enlist/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
204 episodios
Manage episode 380970402 series 2660001
On this episode of Swan Signal, Sam dug deep into the world of on-chain analysis with James Check and David Puell, exploring their new framework called Cointime Economics, and looking at trends on-chain that may signal a new bull market could be imminent.
"Cointime Economics: A New Framework for Bitcoin on-chain Analysis"
https://20368641.fs1.hubspotusercontent-na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf
00:00:00 “Swan Signal” Intro
00:02:05 Introducing Checkmate and David Puell
00:02:37 “Cointime Economics: A New Framework for Bitcoin On-Chain Analysis”
00:04:30 What is a “UTXO”?
00:06:41 Flaws of Traditional UTXO Analysis
00:08:55 “Lost Coins”
00:10:29 “Coin-days Destroyed”
00:13:13 Measuring “Liveliness” in Bitcoin
00:18:44 “Vaultedness” - Measuring Conviction for a Bitcoin Bull Case
00:23:22 What is a “Coin-Block”?
00:26:11 “The REAL Average Cost Basis” - Cointime: True Market Deviation (AVIV Ratio)
00:35:47 Determining How Coins are Actually Lost
00:38:40 “MVRV” - Comparing Market Value to Realize Value
00:43:46 “Sell-Side Risk Ratio”
00:51:20 What Checkmate and David are Seeing in the On-Chain Data
00:56:28 Limitations with On-Chain Analytics
00:59:54 The Most “Signal to Noise” OnChain Metrics
01:03:10 How to Connect with Checkmate and David
01:04:38 “Swan Signal” Outro
Connect with Sam, David, and Checkmate:
Sam Callahan: https://twitter.com/samcallah
David Puell: https://twitter.com/dpuellARK
James Check: https://twitter.com/_Checkmatey_
Connect with Swan Bitcoin:
YouTube: https://youtube.com/@Swan_Bitcoin
Twitter: https://twitter.com/Swan
Instagram: https://instagram.com/SwanBitcoin
Telegram: https://t.me/swanbitcoin
LinkedIn: https://linkedin.com/company/swanbitcoin
Swan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin.
Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Start your Bitcoin journey today, and your first $10 purchase is on us
https://swanbitcoin.com/yt
Download the all-new Swan Bitcoin App
https://www.swanbitcoin.com/app/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Get your ticket for the Pacific Bitcoin Festival 2023 before prices increase!
https://www.pacificbitcoin.com/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes
https://www.swanbitcoin.com/bitcoin-ira/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide
https://www.swanbitcoin.com/private/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Want to learn more about Bitcoin? Check out the Bitcoin Canon a curated list of the best Bitcoin resources from your favorite experts
https://swanbitcoin.com/cannon/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Get paid to recruit new Bitcoiners by joining Swan Force
https://www.swanbitcoin.com/enlist/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description
Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app.
Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private.
Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
204 episodios
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