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Yan Liberman, cofounder at Delphi Digital, explains why Bitcoin dominance is back up at 70%, more than double its low at 33% at the height of the crypto bubble in early 2018, why a crypto bear market has a positive effect on Bitcoin and who is putting money into the space now. He also discusses how metrics involving Bitcoin’s unspent transaction outputs, or UTXOs, affect price moves, why scaling isn’t necessarily so important for bitcoin’s price — but is for ether’s price — and why the number of developers isn’t always correlated to price. Plus, we cover how developments like the launch of Libra will likely affect Bitcoin. 

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Episode links:

Delphi Digital:

Yan Liberman:

Fred Wilson blog post on crypto:

Pushback on Fred’s post:

Electric Capital report on developer activity in crypto:

Unconfirmed episode with Maria Shen:

Unconfirmed interview with the Libra Association’s Dante Disparte:

Reid Hoffman’s crypto rap battle between Hamilton and Satoshi:



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