This episode currently has no reviews.
Submit ReviewOn 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"na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf">https://20368641.fs1.hubspotusercontent-na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf
00:00:00 “Swan Signal” Intro00:02:05 Introducing Checkmate and David Puell00:02:37 “Cointime Economics: A New Framework for Bitcoin On-Chain Analysis”00:04:30 What is a “UTXO”?00:06:41 Flaws of Traditional UTXO Analysis00:08:55 “Lost Coins”00:10:29 “Coin-days Destroyed”00:13:13 Measuring “Liveliness” in Bitcoin00:18:44 “Vaultedness” - Measuring Conviction for a Bitcoin Bull Case00:23:22 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 Lost00:38:40 “MVRV” - Comparing Market Value to Realize Value00:43:46 “Sell-Side Risk Ratio”00:51:20 What Checkmate and David are Seeing in the On-Chain Data00:56:28 Limitations with On-Chain Analytics00:59:54 The Most “Signal to Noise” OnChain Metrics01:03:10 How to Connect with Checkmate and David01:04:38 “Swan Signal” Outro
Connect with Sam, David, and Checkmate:Sam Callahan: https://twitter.com/samcallahDavid Puell: https://twitter.com/dpuellARKJames 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, with no fees on your first $10k. Search "Swan Bitcoin" in your app store or visit swan.com/app.Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Secure your BItcoin in a multisignature vault that requires 2 of 3 keys to access. You hold two keys for complete control, but you don't have to go it along. Learn more at swan.com/vault.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin.
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"na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf">https://20368641.fs1.hubspotusercontent-na1.net/hubfs/20368641/Cointime%20Economics%20%5BDIGITAL%20SINGLE%5D.pdf
00:00:00 “Swan Signal” Intro00:02:05 Introducing Checkmate and David Puell00:02:37 “Cointime Economics: A New Framework for Bitcoin On-Chain Analysis”00:04:30 What is a “UTXO”?00:06:41 Flaws of Traditional UTXO Analysis00:08:55 “Lost Coins”00:10:29 “Coin-days Destroyed”00:13:13 Measuring “Liveliness” in Bitcoin00:18:44 “Vaultedness” - Measuring Conviction for a Bitcoin Bull Case00:23:22 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 Lost00:38:40 “MVRV” - Comparing Market Value to Realize Value00:43:46 “Sell-Side Risk Ratio”00:51:20 What Checkmate and David are Seeing in the On-Chain Data00:56:28 Limitations with On-Chain Analytics00:59:54 The Most “Signal to Noise” OnChain Metrics01:03:10 How to Connect with Checkmate and David01:04:38 “Swan Signal” Outro
Connect with Sam, David, and Checkmate:Sam Callahan: https://twitter.com/samcallahDavid Puell: https://twitter.com/dpuellARKJames 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, with no fees on your first $10k. Search "Swan Bitcoin" in your app store or visit swan.com/app.Put Bitcoin into your IRA and own your future. Check out swan.com/ira.
Swan Vault makes advanced Bitcoin security simple. Secure your BItcoin in a multisignature vault that requires 2 of 3 keys to access. You hold two keys for complete control, but you don't have to go it along. Learn more at swan.com/vault.Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin.
This episode currently has no reviews.
Submit ReviewThis episode could use a review! Have anything to say about it? Share your thoughts using the button below.
Submit Review