Intro

This chapter explores Bitcoin's price dynamics through the lens of the stock-to-flow model, drawing comparisons with real estate. It also highlights the changing behaviors of miners and how their investment strategies impact Bitcoin's supply and market cycles.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:01 - Willy's thoughts on the super-cycle theory.
05:53 - Willy's thoughts on the ETFs and what it means for S2F.
10:39 - Why Realized Market Cap is an important metric.
13:57 - What is one of Willy's favorite charts right now?
26:05 - Short term traders versus long term hodlers and how they impact the price action.
30:29 - What caused the summer consolidation?

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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