MSTR's mNAV below one
Not a good sign.
Bitcoin Is Data Substack
Beautiful visualizations of challenging Bitcoin metrics, with raw data available in CSV/XLSX/JSON formats. Updated hourly. https://bitcoinisdata.com/
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Latest episodes
Cumulative bitcoin supply by price
Introducing the cumulative distribution curve to the bitcoin supply histogram
How to Know if We Are Close to a Bitcoin Price Cycle Peak
We revamped our MVRV (Market Value to Realized Value) charts to help answer this question.
New Chart to Celebrate Bitcoin’s New ATH
This visualization makes it easy to see how much money is flowing into Bitcoin.
New Charts: Coins in Profit and Loss, and NUPL (Net Unrealized Profit/Loss)
This week we added visualizations to assess whether bitcoin holders are in profit or loss in USD terms — and by what margin.
New Data Available for Download: M2 Global Money Supply
A Quick Update with Newly Available Data for Download
Bitcoin vs. Global Assets
BTC Against Energy, Metals, Treasuries, Indices, Currencies, and Agricultural Assets
New Chart: Bitcoin Supply by Price
Now we can see where the "price gaps" are located.
New chart: Strategy (MSTR) BTC Total Balance and Purchases Over Time
We now have our version with purple dots!
Brand-New Bitcoin Is Data Interface Launched with Several Improvements!
Bitcoin Is Data 2.0 Is Finally Here
A Revamped API to Download Raw Bitcoin Data
We Offer Over 200 Fields of Bitcoin-Related Data and Metrics for Download
New UTXO Charts! Quantity and Balances Over Time
Everything Segmented by Bitcoin Transaction Type
Bitcoin inflows in 2025
We should have a very good year.
Long-Term Holders (LTH) always sell during bull markets.
And there's nothing wrong with that.
New Charts: Bitcoin ROI/CAGR and Market Cap Comparison to Gold
Choose from several time periods to view ROI/CAGR metrics.
Guest Appearance on Bipa Cast Podcast (in portuguese)
I had a conversation with the host, Leta, discussing on-chain analysis and the current Bitcoin cycle.
New Chart: Count of New Bitcoin Addresses
This metric could offer a hint as to when the top of this cycle is occurring.
New MicroStrategy (MSTR) Page in Bitcoin Is Data!
This massive update introduces a collection of Bitcoin-related metrics and charts for the Nasdaq-listed firm MicroStrategy (MSTR).
Global Money Supply (M2) Breaking Up
We Knew This Would Happen Sooner or Later
Balances Held by Top Addresses – Bitcoin Rich List
This visualization was inspired by a Twitter post by @TylerDurden