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Crypto

On-Chain Data & the Crypto Cycle

Crypto publishes something no other market does: the whole ledger. Every coin that moves is public, and so is who's held theirs for years. This stage is the measures. Flows, cohorts, dominance and sentiment, and where you sit in the cycle. Eleven lessons, and the last one is about what none of it can tell you.

Stage 55 of the TradeWize crypto track: the data no other market publishes. Exchange flows, stablecoin supply, holder cohorts, realised price, dominance, and what on-chain cannot tell you.

0 / 11 done
StartLesson 1 · The Ledger Is Public
What you’ll leave with11 lessons · 6-line playbook
  • A flow is a hypothesis, not a signal. I check what else it could be.
  • When coins that have not moved in years start moving, I pay attention.
  • Most large transfers are housekeeping. I check before I trade one.
  • Four data points is a pattern I can name and not a plan I can lean on.
  • A sentiment extreme is a measure of the crowd, not a timer.
  • I state what a reading cannot see before I act on what it can.

All lessons

  1. 01The Ledger Is Public
  2. 02Exchange Inflows and Outflows
  3. 03Stablecoin Supply — The Dry Powder Reading
  4. 04Holder Cohorts — Long-Term and Short-Term Hands
  5. 05Realised Price and Cost Basis
  6. 06Whale Wallets — Following Size Without Following Noise
  7. 07Issuance and the Halving Cycle
  8. 08Bitcoin Dominance and the Alt Rotation
  9. 09ETF and Institutional Flows
  10. 10Sentiment — The Measures, Not the Mood
  11. 11What On-Chain Cannot Tell You