Tag: cycling on-chain

Jan 03 2022

COC#8: Bitcoin’s 2021 Review Using On-Chain And Price Related Data

A look back at 2021’s most important events and on-chain trends for bitcoin’s price action, as well as a brief look forward into 2022.Cycling On-Chain is a monthly column that uses on-chain and price-related data to better understand recent bitcoin market movements. This eighth edition provides a year in review for 2021 and then assesses what current trends look like going into...

Dec 01 2021

COC#7: The Bitcoin Market Hangs Between Hope And Fear

How the Mt. Gox rehab plan and Omicron emergence act as a sword of Damocles above otherwise splendid on-chain supply dynamics.December 1, 2021Cycling On- Chain is a monthly column that uses on-chain and price-related data to better understand recent bitcoin market movements and estimate where we are in the cycle. This seventh edition first addresses several on-chain and derivatives- related...

Nov 01 2021

COC#6: “Smart Money” Is Front-Running Retail

The bitcoin futures ETF launch is fueling a contango trade that is luring Wall Street in, and retail investors are absent or distracted.November 1, 2021Cycling On-Chain is a monthly column that uses on-chain and price-related data to better understand recent bitcoin market movements and estimate where we are in the cycle. This sixth edition discusses the impact of the newly launched...

Oct 02 2021

COC#5: How January’s On-Chain Footprint Bent The Bitcoin Price Trend Twice

A closer look at how the on-chain footprint of bitcoin investors changed in January and how that set a floor price for the recent market downturn.Dilution-proof, October 1st, 2021Cycling On-Chain is a monthly column that uses on-chain and price-related data to better understand recent bitcoin market movements and estimate where we are in the cycle. This fifth edition first takes a...

Sep 01 2021

COC#4: On-Chain Silence Before The Storm

Low on-chain activity raises questions regarding current investor demand for bitcoin, but patient investors are increasingly accumulating.September 1, 2021Cycling On-Chain (COC) is a monthly column that uses on-chain and price- related data to better understand recent market movements and estimate where we are in bitcoin’s market cycle. This fourth edition briefly reflects on the recovering...

Aug 02 2021

COC#3: Squeezed Supply, Shorts and Bitcoin Lemonade

This third edition of Cycling On-Chain takes a closer look at bitcoin’s ongoing supply squeeze and recent short squeeze.Cycling On-Chain #3: LemonadeDilution-proof, August 1, 2021Cycling On-Chain is a monthly column that uses on-chain and price-related data to better understand recent market movements and estimate where we are in bitcoin’s larger market cycle. After providing a...

Jul 01 2021

Cycling On-Chain #2: Bitcoin Enters Geopolitics

China cracks down against Bitcoin while El Salvador adopts it as legal tender; who’s making the right move?Dilution-proof, July 1, 2021Cycling On-Chain is a monthly series that uses on-chain and price-related data to better understand recent market movements and estimate where we are in bitcoin’s larger market cycle. After providing a broader look back and forward...

Jun 01 2021

Cycling On-Chain #1: Unwinding Leverage

A reflection on the first large correction of and outlook for the remainder of 2021.Dilution-proof, June 1, 2021Cycling On-Chain is a monthly series that uses on-chain and price-related data to estimate where we are in bitcoin’s market cycle. It originally started as a monthly Twitter thread that...

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