Frontier Podcast: Is Bitcoin about to Enter a Parabolic Growth Phase?

Macro, On-Chain, and Bitcoin Cycles

Dear Bitcoiners,

I'm excited to share a brand-new podcast episode where I dive deep into the current state of Bitcoin, where we stand in the cycle, macro dynamics, ETF flows, and much more!

Hosted by Joe Burnett from Unchained, this episode covers a wide range of critical topics that you don’t want to miss.

If you enjoyed my previous discussions on What Bitcoin Did (rebranded to Mr Obnoxious), you'll definitely appreciate this one. In our conversation, we break down some of the most important charts and market indicators, helping you confidently navigate Bitcoin's cycle.

Or listen via Apple, Spotify or Fountain.

Key Topics Covered in the Podcast:

• The current situation: Where are we in the 4-year cycle?

• Cycle comparison: Tracking the cycle from the bottom

• On-chain value map: Available supply, capital flow, and coin value days destroyed

• Cheat Sheet: Spiral chart and psychological phases

• Bull market continuation: What am I watching next?

  • Rate cuts

  • Global liquidity

  • Election catalysts

  • STH Supply

• ETF flows & recent rumors about “paper Bitcoin” on Coinbase

• New chart: Bitwise Proof of Reserves

• HODL Model & Power Law

Cycle Comparison from the Bottom

We took a close look at Bitcoin cycles and how ETFs have impacted price action. While we experienced some overextension due to ETF hype earlier this year, Bitcoin is following a familiar recovery pattern.

Live chart available for paid subscribers. Visit Bitcoin Strategy Platform → Cycle analysis → Cycle Bottom.

On-Chain Value Map

The On-Chain Value Map was another key topic we explored. This chart shows how Bitcoin’s current price compares to its fair value based on on-chain data.

Live chart available for paid subscribers. Visit Bitcoin Strategy Platform → Gauge Top & Bottom → Value Map.

Get access to the best premium live indicators and charts, all in one place, to stay fully prepared for Bitcoin's cycle. Sign up today and get a 25% lifetime discount!

Key Takeaways from the Podcast:

1. STH Supply remains a key indicator of new demand entering the market. While ETF inflows may not fully show up in this metric, a significant uptick is still likely during the next phase of the bull market.

2. The comparison between the HODL Model and HODL Model-S could determine whether we stay the course of the Power Law.

I truly hope this episode provides you with valuable insights. I did my best to cover everything so you're as up-to-date as I am.

Announcement:

I have two exciting conferences coming up! On October 5th, I'll be speaking at The Future of Bitcoin in Antwerp, followed by Bitcoin Amsterdam on October 9 & 10. As I’ll be preparing for my presentations, there won’t be a newsletter next week.

Let me know if you're attending any of these conferences! And as always, if you have any comments or thoughts, please share them in the comments or chat! 👊

See you in two weeks, 🧡

-Root