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Stephan Livera Podcast

SLP258 Rafael Schultze-Kraft Bitcoin Supply Crunch

77 min • 11 mars 2021

Rafael Schultze-Kraft CTO of Glassnode rejoins me on the show to talk about Bitcoin on chain metrics and how there is a very bullish set up right now. We chat:

  • Overview of how Glassnode’s analysis works
  • Liquid supply vs illiquid supply
  • Number of coins on exchanges dropping and what this means
  • Difference in structure of bitcoin demand this time vs 2017
  • Why its not true that “2% of accounts control 95% of bitcoin”

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