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The Pomp Podcast

#1300 Reflexivity & Elementus | Bitcoin Network Data Is VERY BULLISH

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.81.9K Ratings

🗓️ 25 January 2024

⏱️ 43 minutes

🧾️ Download transcript

Summary

Today’s episode is a joint podcast with the team at Reflexivity Research and the team at Elementus. From Reflexivity, we have Will Clemente (Founder). From Elementus we have, Max Galka (Founder & CEO) and Alex Mologoko (Head of Research). This conversation covers a brand new massive report covering year-in-review of 2023 of everything that happened on-chain. Topics include bitcoin rally, open interest, wallet activity, inscriptions, stablecoins, and more. 

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Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Transcript

Click on a timestamp to play from that location

0:00.0

What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp

0:07.7

podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube,

0:21.1

and tell your friends and family about the podcast. My goal is to help millions learn from the

0:26.5

world's most interesting people. So let's get in to today's episode. Today's episode is a special one.

0:32.5

It is a joint podcast between the team at Reflexivity Research and the team at Elementis.

0:42.3

From Elementus, we have Max Galca, who's the founder and CEO of the company, and we also have Alex Molugaku, who is the head of research at Elementus.

0:45.9

From the Reflexivity Research side, we have Will Clemente, who is the founder of that business.

0:50.9

Why are there four of us on this podcast?

0:53.0

Well, it's because reflexivity research and

0:54.8

Elementus just put out a brand new massive report. It is a year in review, 2023, of everything

1:01.3

that happened on chain. We talk about what drove the Bitcoin rally at the beginning of the year.

1:05.5

We then get into the Bitcoin performance by geography and open interest. We talk about Bitcoin

1:09.4

wallet activity. We talk about inscriptions, stable coins, and much, much more. This episode is jam-packed with insights,

1:16.3

and I am super excited for you to listen to it. So here is my episode with the team from Elementus

1:20.6

and the team from Reflexivity Research on the year-in review using on-chain data.

1:27.3

Anthony Pompliano runs Pomp Investments.

1:30.2

All views of him and the guests on his podcast are surely their opinions and do not reflect

1:34.9

the opinions of Pomp investments.

1:36.4

You should not treat any opinion expressed by Pomp or his guest as a specific inducement

1:41.6

to make a particular investment or follow a particular strategy,

1:44.8

but only as an expression of his personal opinion.

1:47.7

This podcast is for informational purposes only.

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