BTC012: BITCOIN ON-CHAIN ANALYSIS

W/ PLAN B & WILLY WOO

10 February 2021

On today’s show, Preston talks with Plan B and Willy Woo about Bitcoin on-chain analysis. They talk about some of their favorite metrics and what their expectations are for the current Bitcoin bull market.

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IN THIS EPISODE, YOU’LL LEARN:

  • What are some of the most important trends and data Plan B and Willy Woo are looking at today?
  • What are their thoughts on a mature derivatives market having on the price?
  • Thoughts on the impact of CBDC.
  • Thoughts on the India ban.
  • Impact of Tether.
  • What is Willy’s Go-To chart?
  • Willy’s pricing model vs. Plan B’s.
  • Thoughts on the Lightning Network.

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BOOKS AND RESOURCES

  • All of Plan B’s writings at www.PlanBTC.com.
  • Willy’s Newsletter.
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TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Preston Pysh (00:00:03):
Hey everyone, welcome to this Wednesday’s release of the podcast where we’re covering Bitcoin. On today’s show, I’m really excited to bring you both of our guests because they’re two of the biggest names in the space. That’s Willy Woo and Plan B. Both of these gentlemen have over a half a million followers on Twitter alone. The reason why is they have some of the most fascinating on-chain analysis, charts, models and creative thoughts on what drives Bitcoin cycles.

Preston Pysh (00:00:26):
During our discussion, we talk about some of the metrics that they find important today, their favorite metrics for looking at trends, the impact of central bank digital currencies, their thoughts on further liquidity shocks to the overall economy, concerns or risks moving forward and much, much more. So without further delay, here’s my interview with Willie and Plan B.

Speaker 1 (00:00:48):
You’re listening to Bitcoin Fundamentals by The Investor’s Podcast Network. Now for your host, Preston Pysh.

Preston Pysh (00:01:07):
Okay, so like I said in the introduction, I’ve got Willy woo and Plan B both here together. Man, am I excited to have this conversation. How are you guys doing?

Plan B (00:01:16):
I’m great, Preston. Willie, I’m very much looking forward to talk to the two of you.

Willy Woo (00:01:22):
Yeah, likewise, I’ve been looking forward to this day actually. I think this is first time we’ve spoken, Plan B. Quite an honor.

Plan B (00:01:28):
Likewise.

Preston Pysh (00:01:30):
So guys, I want to start off with Plan B, you recently put out a picture, just showing where we’re at in this cycle versus the previous four-year cycles that have happened before. Talk us through this a little bit, and then tell us whether you think that this is a good way to measure it, to look at things, just give us some of your ideas.

Plan B (00:01:50):
That’s a chart that shows the current price track from the time of the halving, that was May 2020. Then you compare it to the other two halvings in 2016 and 2012. What you see is that their current price track is right in between 2012 and 2016 price tracks. It already tells a lot, because there is a lot of people thinking that cycles are going to be longer and lower. But well, this data point shows it’s right in the middle of the last two halvings, and not lower. That’s one point.

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