Ep. 36 - Rational Root |On-chain data is crucial for understanding Bitcoin's market cycles

In this conversation, Corey Clipstein, founder and CEO of Swan Bitcoin, discusses the evolution of the Bitcoin market from 2017 to 2023, emphasizing the impact of ETFs and the changing landscape of Bitcoin adoption. He shares insights on the role of treasury companies, the significance of Bitcoin as a store of value, and the innovative strategies employed by Swan Bitcoin to enhance customer experience and drive growth. The discussion also touches on the importance of Bitcoin conferences and the community's shift towards recognizing Bitcoin's unique value proposition compared to other cryptocurrencies.This episode is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, the new open-source & self-custody wallet utilizing time-delays and multisignature to offset physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠⁠

This conversation explores the innovative aspects of ARK, a protocol designed to enhance Bitcoin's capabilities. Tiero, the guest, shares insights into the evolution of Bitcoin, the significance of VTXO for programmability, and ARK's competitive advantages. The discussion delves into transaction management through the virtual mempool, security features, liquidity management, and the potential for financial services built on ARK. The conversation concludes with thoughts on market adoption and future opportunities for developers.This episode is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, the new open-source & self-custody wallet utilizing time-delays and multisignature to offset physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠⁠

In this conversation, the hosts and Rational Root, well known On-Chain Analyst, explore the intricacies of Bitcoin's market cycles, on-chain data analysis, and the impact of institutional demand and ETFs on retail participation. They discuss key metrics for understanding market trends, the behavior of HODLers, and the psychological aspects of market hype. The conversation also delves into the comparative analysis of Bitcoin and gold, and concludes with future price predictions and the overall outlook for Bitcoin in the coming months.This episode is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠⁠⁠⁠, the new open-source & self-custody wallet utilizing time-delays and multisignature to offset physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠⁠

In this episode Vijay Boyapati discusses the evolution of Bitcoin, emphasizing its role as a store of value before becoming a medium of exchange. He reflects on the current state of Bitcoin adoption, the impact of regulatory frameworks, and the importance of organic demand from consumers. The conversation also touches on the psychological barriers to retail adoption, the financialization of Bitcoin through corporate treasury strategies, and the potential future price movements of Bitcoin. Boyapati advocates for patience in the adoption process and cautions against conspiracy theories surrounding Bitcoin's price stagnation, attributing it instead to the natural transfer of supply from long-term holders to new investors.This episode is sponsored by ⁠⁠⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠⁠

In this episode, Nick Batia discusses the evolution of monetary systems, the significance of Bitcoin as a non-counterparty money, and the transition to a new monetary epoch. He explores the institutional perspective on money, the evolution of reserve assets, and the interplay between fixed income and Bitcoin. The conversation also delves into the role of treasuries in the financial system and the potential future of Bitcoin in a global context, especially in light of economic instability.This episode is sponsored by ⁠⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠⁠

In this conversation, Seb Bunney discusses the transformative potential of Bitcoin, contrasting it with traditional financial systems. He introduces the concepts of the three P's (prestige, power, possessions) and the three C's (connections, contributions, challenges), emphasizing the importance of shifting focus from external validation to internal fulfillment. The discussion explores the role of education in understanding Bitcoin, the psychological impacts of money, and the necessity of self-custody. Bagne argues that Bitcoin can realign societal incentives, fostering a community of givers rather than takers, and ultimately leading to a more decentralized and resilient future.This episode is sponsored by ⁠⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠⁠

In this episode, James Check shares his insights on Bitcoin, discussing his journey from civil engineering to becoming a prominent figure in on-chain analytics. He emphasizes the importance of building conviction in Bitcoin, especially during challenging market cycles. The conversation delves into market dynamics, the role of treasury companies, and the significance of on-chain metrics. James also reflects on past market experiences and offers predictions for the future of Bitcoin, highlighting potential risks and macroeconomic influences. The episode concludes with a discussion on investment strategies and the psychological aspects of trading.This episode is sponsored by ⁠⁠⁠⁠⁠BitVault⁠⁠⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠⁠https://x.com/JohanMBergman⁠

In this episode of the Store of Bitcoin podcast, Dr. André Dragosch, Head of Research at Bitwise, discusses the current state of Bitcoin and institutional investment. He highlights the growth of Bitwise, the increasing involvement of institutional investors, and the trends in Bitcoin's volatility. Dr. Dragosch also explores the implications of 401k plans on Bitcoin investment, the role of gold as a store of value compared to Bitcoin, and the shifting perceptions of Bitcoin in the financial landscape. He emphasizes the importance of understanding money and the potential for Bitcoin to become a reserve asset as institutional adoption grows.This episode is sponsored by ⁠⁠⁠⁠BitVault⁠⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠⁠https://x.com/JohanMBergman

In this engaging conversation, the hosts delve into the current landscape of Bitcoin, discussing its market position, future predictions, and the role of institutions in its adoption. They explore the evolution of Bitcoin cycles, the importance of education and content creation in the Bitcoin space, and share personal journeys into Bitcoin and podcasting. The discussion culminates in reflections on the future of Bitcoin and its potential impact on society, emphasizing the need for individuals to educate themselves and engage with the Bitcoin community.This episode is sponsored by ⁠⁠⁠BitVault⁠⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠⁠Johan Bergman X profile: ⁠⁠⁠https://x.com/JohanMBergman

In this episode we interview Parker Lewis, Bitcoin educator, writer, and the mind behind the influential ‘Gradually, Then Suddenly’ series/book.Topics discussed:Understanding Bitcoin Adoption: Gradually Then SuddenlyHyperinflation and Bitcoin's RoleSeparation of Money and StateThe Future of Bitcoin: Financialization and Use CasesPredictions for Bitcoin's Future CyclesThe Role of Corporations in Bitcoin AdoptionBitcoin vs. Altcoins: The DistinctionThis episode is sponsored by ⁠⁠BitVault⁠⁠, your fortress against physical attacks and hacks. Follow us on:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://storeofbitcoin.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X.com: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/StoreofBitcoin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube chanel:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.youtube.com/@StoreofBitcoin00⁠⁠⁠⁠⁠⁠⁠⁠⁠Alessandro Ottaviani X profile: ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/AlexOttaBTC⁠⁠⁠⁠⁠⁠⁠⁠Francesco Madonna X profile: ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/CiccioMadonna⁠⁠Johan Bergman X profile: ⁠⁠https://x.com/JohanMBergman