SLP274 William Clemente III - Bitcoin’s Great Consolidation

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 - Bitcoin's Final Cycle? Sponsors: Swan Bitcoin Hodl Hodl Lend Compass Mining Unchained Capital (code LIVERA) CypherSafe (code LIVERA) CoinKite.com (code LIVERA) Stephan Livera links: Show notes and website Follow me on Twitter @stephanlivera Subscribe to the podcast Patreon @stephanlivera