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

I’m joined by guests Checkmate, Permabull Niño & 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

Episode submission ideas

• We’re looking for ideas for interesting panel conversations. To send Bitcoin related questions, just go to bitcoin.review and follow the contact links at the bottom of the page.

Get in touch with the pod

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• Email

• Nostr & LN ⚡nvk@nvk.org (not an email!)