Another great episode this week with my friend @davidbrickell80 and our special guest Dan Blackmore CCO at @glassnode We discussed the huge market impact of the rise of $ETH treasury companies

The impact of debt and liquidity on $BTC over the short and medium term.

The amazing transparency available in on-chain data provided by firms like @glassnode and how that is likely to be adopted even more with the tokenisation of other asset classes.