Bitcoin Supercycle or the Last Bitcoin Cycle?
00:00 - Intro
00:29 - Willy's background and what he tracks
04:23 - Re-accumulation phase
12:32 - Whales
16:16 - Institutional holders
19:55 - Market neutral participants
23:41 - On chain metrics and sentiment
28:43 - Current market structure
31:54 - Hopium
32:22 - Top model
34:01 - Will there be a short squeeze on the break out?
38:31 - Is $1M the top?
40:09 - Is the halving cycle over?
43:44 - Are miners selling?
46:08 - Metrics that most don't know
50:05 - Willy's newsletter
The episode aired on July 10, 2021.