glassnode: Supply Squeezes and The Bitcoin Halving - The Week On-chain 46, 2023 (Bitcoin Onchain Analysis)


Description

Download our Cointime Economics report where we explore a new economic framework for Bitcoin, developed in collaboration with ARK-Invest.
https://get.glassnode.com/cointime-economics/

The fourth Bitcoin halving is fast approaching, being an important milestone both for the asset, and for investors. In this edition, we deep dive into the impressive tightness of BTC supply, and demonstrate how we can measure investor accumulation patterns in the lead up to the event.

πŸ“° Written Report: https://glassno.de/3FUnXDg
πŸ“Š Live Dashboard: https://glassno.de/47gK4jy

Topics for Discussion:
- Tools to measure the supply and demand dynamics of BTC.
- Measures of β€˜available supply’ including exchange balances.
- Rates of accumulation and HODLing relative to issuance.
- Capital flows currently have a 3x to 4x multiplier effect on liquidity.

Key Dashboards
πŸ₯‡ Mastering Realized Cap Report: https://glassno.de/3PA7kCy
πŸ’Έ Mastering Realized Cap Dashboard: https://glassno.de/3YgoxUg
β™ŸοΈ Mastering MVRV Dashboard: https://glassno.de/3IRQB9k
πŸš€ Start your Glassnode Advanced free trial today: https://glassno.de/3QFXu0S
πŸ”¬ Technical Analysis Toolbox: https://glassno.de/3MPzgRv
πŸ“Ÿ Spotting Cycle Tops and Bottoms Dashboard: https://glassno.de/cycleextreme
🐻 Recovering From a Bitcoin Bear Dashboard: https://glassno.de/recoveringbear
🏦 Exchanges Dashboard: https://glassno.de/3RimWJY
πŸ’Έ Realized Profit Loss Dashboard: https://glassno.de/3H6c8dz
πŸ’΅ Pricing Models Dashboard: https://glassno.de/3J9hVkW
🌊 HODL Wave Dynamics: https://glassno.de/3xzSmTn
πŸ“ˆ Bitcoin Price Performance Dashboard: https://glassno.de/3UwBRCf
🦐 Shrimp Supply Sink Report: https://glassno.de/41hmhgp
πŸ“Š Realized Profit/Loss Momentum: https://glassno.de/3P6XkAq
πŸͺŸ Capital Rotation Dashboard: https://glassno.de/3P78rbu

Getting Started with Glassnode:
πŸ“ˆ Navigating Tops and Bottoms: https://glassno.de/3OpgSgA
⛓️ On-chain Activity: https://glassno.de/3xXM13Q
⛏️ Mining Fundamentals: https://glassno.de/3nnfL5m
πŸͺ™ Supply Dynamics: https://glassno.de/3NyhPlK
πŸ•°οΈ Introduction to Lifespan: https://glassno.de/3ehCmzn
πŸ’Έ Realized and Unrealized Value: https://glassno.de/3ExnCa1
πŸ‘΄ Long and Short-Term Holders: https://glassno.de/3QLUzCt

Timestamps
0:00 Introduction
2:34 Halving Countdown Workbench
4:00 Price Performance 1y After Halving
5:12 Issuance After The Halving
6:23 Measuring Available Supply
8:03 Exchange Balances
9:42 Highly Liquid Supply
11:54 Summarising Available Supply
13:06 Supply Measures Divergences
14:26 Rate of Illiquid Supply Change
16:07 Rate of Long-Term Holder Supply Change
18:01 Shrimp and Fish Accumulation Rates
18:44 Summary of Stored Supply Measures
19:38 Deep Dive Into Market Impacts
24:55 Summary and Conclusions

Follow us and reach out on Twitter 🐦: https://twitter.com/glassnode
Join our Telegram channel: https://t.me/glassnode
For on-chain metrics and charts, visit Glassnode Studio: https://glassno.de/3oRNXaf
Join the discussion on Glassnode Forum: https://glassno.de/3y1lCl5

About:
The Glassnode video report provides a weekly analysis update of the trends, performance, and onchain metrics for Bitcoin and the crypto market.

Disclaimer:
This report does not provide any investment advice. All data is provided for information purposes only. No investment decision shall be based on the information provided here and you are solely responsible for your own investment decisions.

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