Following aggressive local distribution, Short-Term Holders find themselves under pressure as Bitcoin struggles to hold the psychological $20k support amidst growing global liquidity issues.
Topics for Discussion:
  • Profiling the last 12-months via Accumulation Trend Score.
  • Analysis of Whale-to/from-Exchanges flows.
  • Long-term Macro investor patterns of the HODLer cohort.
  • Short-term stress for recent Bitcoin buyers.

Timestamps
0:00 Introduction 2:17 Bitcoin Price Action 3:00 Accumulation Trend Score 6:47 Accumulation Trend Score by Cohort 7:30 Whale Volumes To/From Exchanges 9:00 Liveliness 11:05 HODLer Net Position Change 12:27 Market Cycle Detox 14:28 Glassnode Updates 16:25 Long-Term Holder Supply 18:45 Illiquid Supply and Accumulation Addresses 20:42 URPD by Long and Short-Term Holder 22:40 Percent Supply in Profit 25:50 Plunge Protection Price Models 28:56 Summary and Conclusions

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