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Podcast: Stephan Livera Podcast
Episode: SLP274 William Clemente III - Bitcoin’s Great Consolidation
Description: William Clemente III joins me to talk about analyzing Bitcoin on-chain and why we’re still in the middle of this cycle. We chat:
Getting into on-chain analytics
Is this time different? Supercycle or not
Analyzing what different cohorts are doing
What does a market top look like?
MVRV, NUPL, SOPR
Futures and contango trade
William links:
Twitter: @WClementeIII
Website: Substack
Other relevant episodes:
SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch
SLP190 Rafael Schultze-Kraft – How Many Bitcoins Are Being HODLed?
SLP64 Tuur Demeester – What is Bitcoin Worth? A Bitcoin Valuation Framework
SLP223 Preston Pysh - Bitcoi...