Dilution-proof – Medium

Dilution-proof

Reviewing Cointime Economics

How the new on-chain metrics can be used to quantify the likelihood that bitcoin price levels are (ab)normal

18 min readNov 12, 2023

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Reviewing Cointime Economics

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Dilution-proof

Valuing Bitcoin based on HODLer behavior

Introducing the Market-Value-to-Long-term-holder-Value (MVLV) and Market-Value-to-Illiquid-Value (MVIV) Bands on-chain metrics

11 min readOct 29, 2021

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Valuing Bitcoin based on HODLer behavior

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Dilution-proof

Market-Value-to-Realized-Value (MVRV) Bands

Modeling the bitcoin price based on the value of all coins when they last moved on-chain

4 min readOct 15, 2021

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Market-Value-to-Realized-Value (MVRV) Bands

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Dilution-proof

How Are Bitcoin’s Hash Rate, Difficulty, Fees & Mempool Related?

Learning how Bitcoin works using on-chain data visualizations

9 min readJun 8, 2021

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How Are Bitcoin’s Hash Rate, Difficulty, Fees & Mempool Related?

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Dilution-proof

An Ode and Forthcoming Obituary to Bitcoin’s Four-Year Cycle

A reflection on Bitcoin’s four-year market cycle — and how a healthy block space market will eventually kill it for its own good

18 min readMay 3, 2021

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An Ode and Forthcoming Obituary to Bitcoin’s Four-Year Cycle

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Dilution-proof
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Coinmonks

Bitcoin Price Temperature (Bands)

An indicator for the price bandwidth of Bitcoin’s 4-year cycle

11 min readDec 15, 2020

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Bitcoin Price Temperature (Bands)

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Dilution-proof
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The Startup

Introducing the Bitcoin Price Z-Score

A simple indicator to visually assess Bitcoin price (ab)normality in its historical context

10 min readNov 28, 2020

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Introducing the Bitcoin Price Z-Score

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Dilution-proof
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The Startup

Modeling Value Based on Scarcity

A brief history of Bitcoin Stock-to-Flow models

18 min readMay 29, 2020

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Modeling Value Based on Scarcity

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Dilution-proof

Dilution-proof

Fascinated by #Bitcoin’s on-chain data, 4-year cycle & potential as the base-layer of an optimistic, sound future. Focus on the signal, ignore the noise.

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