Top Results40 results
Quarter in Review, Macro Correlations, and HODL Strength
Analyzing BTC and ETH quarterly returns, BTC's correlation to gold & stocks, and fading the HODLers....
3 Min
Macro & Markets
Jul 2021
Friend.Tech Continues Making Waves
...well known phenomenon from the OHM days, the (3,3)oors combine forces by buying each other’s keys and hodling...
7 Min
Social Media
Sep 2023
Solana Sees Resurgence in 2023 With Rise in Active Wallets
The lack of growth could be partly due to the influence of the hodl narrative — people buying Bitcoin...
4 Min
Layer 1 / L1
Jan 2023
Bitcoin - Back From the Future
NVT and Hodl The NVT, or Network Value Transaction ratio created by Willy Woo, is a ratio between...Bitcoin has evolved past this narrative into a digital commodity/gold where users are encouraged to hodl...
17 Min
Layer 1 / L1
May 2023
AVAX Adoption and Bridging Highs, BTC Miners Accumulate as Alongside HODLers
...net outflows are bullish as users are likely to buy and transfer it to a cold wallet (to presumably HODL...Miners Back to HODL Recently, miners have started to HODL their BTC mining rewards.
4 Min
Layer 1 / L1
Nov 2021
Bitcoin Update: Reflecting on 2022 and the Future
The lack of growth could be partly due to the influence of the hodl narrative — people buying Bitcoin...Taro may increase Lightning’s use as the “sound money hodl and stack” narrative, which may discourage...
14 Min
Proof-of-Work
Jan 2023
Revenge Shorts, Crypto Indices, and a Trip to Goblin Town
Crypto Indices vs HODLing Majors When indexed from the Dec. 2018 lows, the Bitwise 10 index has underperformed...Even if you don’t agree with that notion, investors could’ve just HODL-ed BTC for a slightly better return...But either way, the core premise holds: you could’ve just HODL-ed ETH for a superior risk-return profile...
5 Min
NFTs & Gaming
Jul 2021
Monthly Chartbook - Crypto Purgatory [March 2022]
Bitcoin’s +1yr Realized Cap HODL wave – which weights HODL waves by realized price – is showing a similar...Historically speaking, an increase in the +1yr Realized Cap HODL wave generally coincides with market...
22 Min
Macro & Markets
Apr 2022
It's SAFE to Say Gnosis is a Monopoly
There are partially centralized custody services like Swan Bitcoin, Casa Hodl, or Coinbase.
11 Min
Asset Management
Aug 2022
China FUD Piles Up, Hash Rate Exodus, And Miners Selling
As of 6/21/21 we #hodl ~105,085 bitcoins acquired for ~$2.741 billion at an average price of ~$26,080...
3 Min
Infrastructure
Jun 2021
USDC Grows, DAI's Collateral Woes, & BAYC Pushes Higher
As of 1/31/22 we #hodl ~125,051 bitcoins acquired for ~$3.78 billion at an average price of ~$30,200...
3 Min
Stablecoins
Feb 2022
An Ode To Bitcoin
We went from analyzing UTXOs and HODL waves, to forecasting corporate adoption, to now parsing the statements...
12 Min
Other
Dec 2024
NFT Blue Chip Flippening, Anchor Grows Reserves, & Crypto Fund Flows
As of 12/9/21 we #hodl ~122,478 bitcoins acquired for ~$3.66 billion at an average price of ~$29,861...
3 Min
NFTs
Dec 2021
Speculators vs. Hodlers, OpenSea Dominance, Uniswap LP Returns
...vaults performed similar to the Uniswap v2 strategy, but both vaults fared far better than the ETH HODL...
4 Min
NFT Marketplace
Jul 2021
AXS Shorts In The SAND, Ethereum's Asymmetric Gas Trends
Uniswap v3 LP Vaults: Chart Correction Visor’s performance is higher than the previous chart stated; ETH HODL...
5 Min
NFTs & Gaming
Jul 2021
Hodlers Are Unfazed Amidst Speculator Risk Off
...experiencing a heavy sell-off over the last few days, long-term holders seem to be unfazed and continue to HODL...
3 Min
DeFi
Sep 2021
Avalanche Rush, PFP Continues Rally, ETH Burn Leaderboards
As of 8/23/21 we #hodl ~108,992 bitcoins acquired for ~$2.918 billion at an average price of ~$26,769...
3 Min
Infrastructure
Aug 2021
Bitcoin's New Narrative: Ordinals
For the first time in a long time, users are showing up to use Bitcoin rather than just HODL it.
16 Min
Layer 1 / L1
Feb 2023
What On-Chain Market Data is Saying
BTC is still up over 4x versus a year ago, which means the majority of HODL-ers and long-term investors...
5 Min
Layer 1 / L1
Aug 2021
Bitcoin Gaming & The Power Of Nano-Transactions
...wider LN adoption and higher overall capacity may likely come down to user behavior (Bitcoiners like to HODL...
22 Min
Gaming
Nov 2023