Christian Brazell

data driven | former @openblocklabs @coinmetrics @livermore_lab

[BSF 🇬🇧🐀 @BSF42069]

We’ve come a long way

[Christian Brazell @ctbrazell]

This is pretty interesting, and reminds me of some papers on the price impacts of ETF flows. I wonder how much of Bitcoin's price appreciation can be attributed to ETF inflows and the following investor chase.

https://t.co/vIl0KXM90u

[Charles Edwards @caprioleio]

If you only bought Bitcoin when the ETFs were buying more than the daily supply, you would have outperformed with a 127% cumulative return and less risk.

Live chart: https://t.co/WjuStEnOQY

[Christian Brazell @ctbrazell]

@caprioleio @Pladizow 🤝

[Christian Brazell @ctbrazell]

@therobotjames https://t.co/ftOF7cu1ix

>>

[Latest in space @latestinspace]

NEWS 🚨: The Event Horizon Telescope has captured the first image of our supermassive black hole, Sagittarius A, in polarized light

[Christian Brazell @ctbrazell]

@LucasNuzzi @PortexAI Congrats on the launch! This looks awesome.

[Historic Vids @historyinmemes]

Uranium 238 in a cloud chamber.

[Christian Brazell @ctbrazell]

It was an impressive sprint to ATH but with no breathing room for bidders to fill supports in the OB, this OI flush seems healthy and expected. We've returned to strong support after demolishing some massive sell walls. Looking good 🚀

[Christian Brazell @ctbrazell]

🚨 This is not a drill 🚨

[Christian Brazell @ctbrazell]

Raw data from Uniswap subgraph https://t.co/O1cGa8485P

[Christian Brazell @ctbrazell]

LPs on Uniswap V3 chasing the ETH price action over the past few days. They get the price range right a lot 🤔

[Christian Brazell @ctbrazell]

@AnthonyLeeZhang Overarching concepts like stats, lin algebra, and optimization transfer between all. However, model specifics vary quite a lot and so transferability falls off. e.g. SVMs are completely different than ANNs. Even how you preprocess data varies a lot

[Christian Brazell @ctbrazell]

In Q4 of '23, BTC's monetary velocity increased for the first time since mid 2022. Some ripples from this increased activity can be seen in BTC HODL waves; short term holder cohorts have increased, taking tokens from cohorts as old as 5 years. Tokens are moving ⚡️

[Christian Brazell @ctbrazell]

Lot's of interesting insights from this newsletter; notably, RWA TVL increased nearly 5x in 2023 alone. Real world use cases in Web3 has emerged as a major narrative as we enter the halving year.

[Datacasters 🎩 🌊🍜 @onchain_brewer]

👋🏻 🎩 𝐓𝐡𝐞 𝐎𝐧𝐜𝐡𝐚𝐢𝐧 𝐎𝐛𝐬𝐞𝐫𝐯𝐞𝐫 (part 1)

is an Onchain Report for enterprise web3 teams created by a collective of web3 technologists and creators who value original + data-informed thinking.

Issue 1 is out:
- Not-so-obvious insights on the RWA sector

[Christian Brazell @ctbrazell]

@TrustlessState Dinner @ Don Julio.
Gelato @ Rapa Nui.
Horse Races @ Palermo Hipodrome.
Boca neighborhood is so colorful.
MALBA one of my favorite art museums.

[Christian Brazell @ctbrazell]

@benjamindickman Riemann Hypothesis is extremely important for math as a science (not as a tool). Wish I’d gotten to study it in calc tbh

[Christian Brazell @ctbrazell]

We’re So Back

[Christian Brazell @ctbrazell]

@AnthonyLeeZhang Insanely, impossibly expressive. Horowitz has been my gold standard for that piece but this may take it for me

[Christian Brazell @ctbrazell]

Thought experiment. If an investor holds BTC when the global money printer is turned on, and holds cash when the burner is turned on, would they outperform the pure BTC HODLer? I was pretty surprised at the answer.