Listen "James Check on Bitcoin"
Episode Synopsis
In this episode of Crypto Voices, Matt is joined by James, one of the top minds in Bitcoin on-chain analysis. James has been a driving force behind Bitcoin analytics since 2019. He led the analyst team at Glassnode, created frameworks like Cointime Economics, and was the voice behind the Week On-chain series.Together, Matt and James dive into what really drives Bitcoin’s growth and why it doesn’t follow the clean exponential trends we see with stocks like Apple. Instead, Bitcoin behaves along a power curve, with each doubling taking longer than the last. They explore log vs log-log scaling, the limits of stock-to-flow models, and why most charts people throw around online miss the point entirely.If you want to understand how Bitcoin actually grows and how to read it right, this is a must-listen.Keep up with James at https://www.checkonchain.com/X: https://x.com/_checkmatey_?lang=enCrypto Voices: Episode 190Donations to Porkopolis Economics via BTCPay are appreciated: https://donate.basemoney.world/i/TsDZFvvW7EApKJJGuhb6JSShow support appreciated: donations.cryptovoices.comChapters:00:00:00 - Bitcoin's Massive Underwater Position Explained00:07:13 - Bitcoin Chart Analysis and Market Cycles00:14:50 - Reading Bitcoin Market Cycles Through On-Chain Data00:23:14 - Bitcoin Unrealized Losses and Price Pressure00:25:15 - Mining Revenue and On-Chain Activity Metrics00:31:29 - Bitcoin vs Gold: Relative Performance Analysis00:36:54 - Bitcoin's Cost of Production and Market Structure00:41:58 - The Great Bitcoin Holder Rotation Explained01:00:29 - Derivatives and Options Reshaping Bitcoin Markets01:03:07 - Options Market Structure and Bitcoin Volatility01:05:51 - Control Your Decisions, Not the MarketHost: Matthew Mezinskis Music: New Friend Music newfriendmusic.com/Podcast & videosBitcoin, privacy, crypto, economics & libertyThanks for watching!#bitcoin #blockchain #money
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