What Bitcoin Did The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo
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Aug 26, 2025 Willy Woo, a renowned Bitcoin analyst and fund manager, dives deep into the intricate landscape of cryptocurrency. He discusses how institutional investments, especially from firms like BlackRock, are reshaping Bitcoin's market dynamics. Willy foresees that 2026 could mark Bitcoin's first true business cycle downturn and explains the impact of liquidity waves on market behavior. He also touches on the transition from fiat to Bitcoin, the effects of ETFs on price volatility, and the strategic shifts in ownership preferences among institutional players.
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Launching A Fund Of Funds In 2022
- Willy launched a fund of funds in February 2022 and learned the difficulty of building directional hedge funds amid rapid market-structure change.
- He found most quantitative managers cannot sustain returns as market regimes shift frequently.
Do Institutional Due Diligence
- Use institutional-grade due diligence when allocating to yield or funds by auditing operations and counterparty risks.
- Verify independent audits, custody arrangements, and operational controls before committing capital.
Early Warning Before FTX Collapse
- Willy noticed large Bitcoin outflows from FTX days before its collapse and pulled his funds 48 hours prior.
- He shared the on-chain chart with contacts who downplayed it, highlighting inner-circle concealment.