Willy Woo, on-chain Bitcoin analyst and writer of the Bitcoin Forecast, a market intelligence newsletter, and Rafael Schultze-Kraft, co-founder and CTO of Glassnode, discuss Bitcoin and what the on-chain metrics tell us about the price. Here to discuss is. Episode highlights: <ul> <li style="font-weight: 400;" aria-level="1">what factors pushed the price of BTC down in May</li> <li style="font-weight: 400;" aria-level="1">why Elon’s Twitter account hold so much sway over the market</li> <li style="font-weight: 400;" aria-level="1">why Willy believes Bitcoin is good for renewable energy</li> <li style="font-weight: 400;" aria-level="1">who sold during the last month</li> <li style="font-weight: 400;" aria-level="1">which type of BTC investors stopped purchasing in Feb/March</li> <li style="font-weight: 400;" aria-level="1">what trends Willy and Rafael have noticed from coins moving to/from exchanges</li> <li style="font-weight: 400;" aria-level="1">their thoughts on exchange-traded products, like GBTC and Canadian ETFs</li> <li style="font-weight: 400;" aria-level="1">how derivatives trading has played a role in Bitcoin’s price</li> <li style="font-weight: 400;" aria-level="1">why stablecoins were trading above their peg in the months leading up to the Coinbase direct listing</li> <li style="font-weight: 400;" aria-level="1">how Willy values Bitcoin (specifically using NVT ratio)</li> <li style="font-weight: 400;" aria-level="1">whether the trend of corporate treasuries investing in Bitcoin will continue</li> <li style="font-weight: 400;" aria-level="1">how they expect Ethereum's adoption of a deflationary monetary policy to impact the price of Bitcoin</li> <li style="font-weight: 400;" aria-level="1">when the market could turn bullish once again and predictions for the rest of the year</li> </ul>   Thank you to our sponsors! E&Y: <a href= "https://ey.com/globalblockchainsummit">https://ey.com/globalblockchainsummit</a>  Crypto.com: <a href= "https://crypto.onelink.me/J9Lg/unchainedcardearnfeb2">https://crypto.onelink.me/J9Lg/unchainedcardearnfeb2</a>  Tezos: <a href= "https://tezos.com/discover?utm_source=laura-shin&utm_medium=podcast-sponsorship-unconfirmed&utm_campaign=tezos-campaign&utm_content=hero"> https://tezos.com/discover?utm_source=laura-shin&utm_medium=podcast-sponsorship-unconfirmed&utm_campaign=tezos-campaign&utm_content=hero</a>    Episode Links   Willy Woo <ul> <li style="font-weight: 400;" aria-level="1">Twitter: <a href= "https://twitter.com/woonomic">https://twitter.com/woonomic</a></li> <li style="font-weight: 400;" aria-level="1">Substack: <a href= "https://willywoo.substack.com/">https://willywoo.substack.com/</a></li> <li style="font-weight: 400;" aria-level="1">Charts: <a href= "http://charts.woobull.com/">http://charts.woobull.com/</a> </li> </ul>   Rafael Schultze-Kraft <ul> <li style="font-weight: 400;" aria-level="1">Twitter: <a href= "https://twitter.com/n3ocortex">https://twitter.com/n3ocortex</a> </li> <li style="font-weight: 400;" aria-level="1">Glassnode Blog: <a href= "https://insights.glassnode.com/author/rafael/">https://insights.glassnode.com/author/rafael/</a></li> <li style="font-weight: 400;" aria-level="1">Medium (no posts in 2021): <a href= "https://medium.com/@neocortex">https://medium.com/@neocortex</a> </li> </ul>   Glassnode <ul> <li style="font-weight: 400;" aria-level="1">Website: <a href= "https://glassnode.com/">https://glassnode.com/</a> </li> <li style="font-weight: 400;" aria-level="1">Twitter: <a href= "https://twitter.com/glassnode">https://twitter.com/glassnode</a> </li> <li style="font-weight: 400;" aria-level="1">Crunchbase: <a href= "https://www.crunchbase.com/organization/glassnode">https://www.crunchbase.com/organization/glassnode</a> </li> </ul>   Willy on BTC trends: <ul> <li style="font-weight: 400;" aria-level="1">NVT 2021 re-hash: <a href= "https://twitter.com/woonomic/status/1399644889596370950"> https://twitter.com/woonomic/status/1399644889596370950</a> </li> <li style="font-weight: 400;" aria-level="1">User growth on BTC network: <a href= "https://twitter.com/woonomic/status/1396716391940575232"> https://twitter.com/woonomic/status/1396716391940575232</a> </li> <li style="font-weight: 400;" aria-level="1">Exchange flows are bullish: <a href= "https://twitter.com/woonomic/status/1395350421187690500"> https://twitter.com/woonomic/status/1395350421187690500</a> </li> <li style="font-weight: 400;" aria-level="1">The movement to strong holders is unprecedented: <a href= "https://twitter.com/woonomic/status/1391209800252358658"> https://twitter.com/woonomic/status/1391209800252358658</a> </li> <li style="font-weight: 400;" aria-level="1">BTC undervaluation: <a href= "https://twitter.com/woonomic/status/1389145220432859144"> https://twitter.com/woonomic/status/1389145220432859144</a> </li> </ul>   Rafael on BTC trends: <ul> <li style="font-weight: 400;" aria-level="1">Investors becoming fearful: <a href= "https://twitter.com/n3ocortex/status/1394922200923312132"> https://twitter.com/n3ocortex/status/1394922200923312132</a></li> <li style="font-weight: 400;" aria-level="1">Bear market?: <a href= "https://twitter.com/n3ocortex/status/1394312942678679559"> https://twitter.com/n3ocortex/status/1394312942678679559</a></li> <li style="font-weight: 400;" aria-level="1">Why on-chain exchange metrics are difficult to analyze: <a href= "https://insights.glassnode.com/exchange-metrics/">https://insights.glassnode.com/exchange-metrics/</a> </li> <li style="font-weight: 400;" aria-level="1">BTC ownership is not highly concentrated: <a href= "https://insights.glassnode.com/bitcoin-supply-distribution/"> https://insights.glassnode.com/bitcoin-supply-distribution/</a> </li> <li style="font-weight: 400;" aria-level="1">BTC illiquidity: <a href= "https://insights.glassnode.com/bitcoin-liquid-supply/"> https://insights.glassnode.com/bitcoin-liquid-supply/</a> </li> </ul>   Glassnode on BTC trends: <ul> <li style="font-weight: 400;" aria-level="1">May 31 recap: <a href= "https://insights.glassnode.com/the-week-on-chain-week-22-2021/"> https://insights.glassnode.com/the-week-on-chain-week-22-2021/</a> </li> <li style="font-weight: 400;" aria-level="1">May 24 recap: <a href= "https://insights.glassnode.com/the-week-on-chain-week-21-2021/"> https://insights.glassnode.com/the-week-on-chain-week-21-2021/</a> </li> <li style="font-weight: 400;" aria-level="1">December buyers approaching cost basis: <a href= "https://twitter.com/glassnode/status/1399757635512066052"> https://twitter.com/glassnode/status/1399757635512066052</a> </li> <li style="font-weight: 400;" aria-level="1">Battle of Bulls vs. Bears: <a href= "https://twitter.com/glassnode/status/1399231089764360192"> https://twitter.com/glassnode/status/1399231089764360192</a> </li> <li style="font-weight: 400;" aria-level="1">Grayscale discount: <a href= "https://twitter.com/glassnode/status/1397059742019686400"> https://twitter.com/glassnode/status/1397059742019686400</a></li> </ul> Deleveraging futures market: <a href= "https://twitter.com/glassnode/status/1395771367958581251"> https://twitter.com/glassnode/status/1395771367958581251</a>

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Will Bitcoin's Price Go Up Again? Yes, According to On-Chain Analytics - Ep.244

Laura Shin