In this episode, Brad is joined by one of cryptoverse's most popular personalities: Willy Woo. Willy has over 200,000 followers on Twitter and is Substack's currently best-rated investment newsletter. Most people know Willy as the on-chain analyst, but they haven't gotten the chance to hear him one on one. He talks for the first time about last March's Adaptive Capital shut down, as both reveal their stake in the fund and how they rode out the fallout. Tune in for illuminating discussions on more crypto trends. 

Timestamps

00:01:00: Introduction by Brad

00:03:17: Willy's newsletter, 

00:04:45: Willy on BTC's current bull run 

00:14:09: Willy's analysis of the direction of exchanges' traffic 

00:16:29: Willy's newsletter and his on-chain analysis 

00:19:00: Discussion on cryptoverse's fit into Willy's personality spectrum 

00:28:26: The Satoshi mystery

00:31:31: Willy's first foray into investing

00:55:21: 'Stoic philosophy' and Zen

01:02:46: Willy's approach to the recent financial crisis 

01:06:30: Adaptive Capital's and lessons learned

01:15:15: Bitcoin's cycles

01:31:41: Brad's 75-day challenge 

01:32:53: Where to find Willy on social

Podcast Mentions 

 

Microstrategy buying of Bitcoin 

Blackrock's endorsement of Bitcoin

Michael Saylor 

Willy's cool "Shit runs downhill" chart 

Proof of Keys, Trace Mayer

Laura Shin, host of Unchained Podcast

Adaptive Capital closure