Empire Is Bitcoin About To Break New Highs? | Will Clemente
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Oct 31, 2024 Will Clemente, co-founder of Reflexivity Research and crypto Twitter influencer, dives deep into the future of Bitcoin. He shares his highest conviction trades and discusses the evolving landscape of BTC miners. The chat touches on the implications of the upcoming election, the strategic moves of Microstrategy, and the surprising return of memecoins. Will also offers insights on what to expect in crypto through 2025, blending market analysis with engaging anecdotes from his journey in the crypto world.
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Will Clemente's Crypto Journey
- Will Clemente started in crypto by listening to podcasts while working overnight shifts.
- He transitioned from traditional value investing to Bitcoin, driven by observations about monetary policy during COVID.
Value Investing and Bitcoin
- Will Clemente's background in value investing contributed to his early adoption of Bitcoin.
- This framework allowed him to grasp the flaws in the traditional financial system and recognize Bitcoin's potential.
Monetary Policy and Speculation
- Poor monetary policy drives both Bitcoin's rise and speculative manias in other crypto assets.
- A cynical view suggests that the same forces benefiting Bitcoin also fuel speculation in the broader crypto market.