G’day Folks,
After publishing Peak Apathy yesterday, we just had to get onto the podcast to discuss the absolutely dire state we see across Bitcoin sentiment metrics right now.
Bitcoiners are currently frustrated, annoyed, and disappointed with Mr Market, and Michael has done a tremendous amount of work to visualise just how bad it is.
For the HODLers out there, bad and boring sentiment is not what you tend to see at bull market tops…
The topics Michael and I cover in this conversation:
Michael’s process of filtering social media sentiment data.
The design of cohorts and visualisations of the data.
How investor sentiment comes through in their language.
Differences between retail sentiment, and that of large Bitcoin personas like Michael Saylor.
The way thematic narratives permeate the discourse over time.
Why Chess is a great analogy to understand Bitcoin.
Michael’s journey writing his book Blood of the Bourgeoisie
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