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The Bitcoin Bull Market w/ David Puell - Bitcoin Magazine Podcast

Bitcoin Magazine
215K subscribers
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1.7K views 3 years ago Bitcoin Magazine Podcast
This week for the “Bitcoin Magazine Podcast,” host Christian Keroles was joined by Bitcoin Magazine researcher Dylan LeClair and pioneer on-chain analyst David Puell. As Bitcoin leads the way for cryptocurrency adoption and acceptance, market participants are starting to embellish in massive pump and dump activities around alternative coins. This portion of a bitcoin bull market is often referred to as “Alt Season,” and Puell set appropriate expectations around how bitcoiners should see things play out in this bull market. Puell also broke down his scenarios for this bull market. The group transitioned the topic to trading, and which on-chain and macro indicators Puell uses to gain alpha. Lastly, they closed out with conversation around a super cycle and Bitcoin’s role in the future of finance. Questions discussed include: Why are shitcoin outperforming so much in 2021? Is the bull market ending early? What is the current state of the  …...more
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Intro

0:00

Introduction to David

4:40

David's assessment of the current bitcoin market

6:59

How much does 2021 resemble 2017?

12:26

The effect of having a developed derivatives and futures market for bitcoin

14:22

David's knowledge of bitcoin's chart history

18:59

Are derivatives and futures markets effecting spot volume?

19:31

Indicating the top by alt-coin activity

23:28

The Bitcoin narrative/bitcoin speculation

25:16

The supercycle theory

27:05

The possibility of a supercycle from a technical perspective

29:14

Timing the top

30:12

Alt-coins being supported by new money/all roads lead to bitcoin

34:16

The lag in hashrate

35:59

Is the halving less significant now?

39:48

The stock-to-flow model

41:37

Indicators that David finds tradeable

43:42

What does David expect with the contango yields if volatility spikes?

48:05

How could someone have a risk-free yield?

53:10

David's thoughts on price

56:57

Closing comments

58:53
The Bitcoin Bull Market w/ David Puell - Bitcoin Magazine Podcast
65Likes
1,788Views
2021May 11
This week for the “Bitcoin Magazine Podcast,” host Christian Keroles was joined by Bitcoin Magazine researcher Dylan LeClair and pioneer on-chain analyst David Puell. As Bitcoin leads the way for cryptocurrency adoption and acceptance, market participants are starting to embellish in massive pump and dump activities around alternative coins. This portion of a bitcoin bull market is often referred to as “Alt Season,” and Puell set appropriate expectations around how bitcoiners should see things play out in this bull market. Puell also broke down his scenarios for this bull market. The group transitioned the topic to trading, and which on-chain and macro indicators Puell uses to gain alpha. Lastly, they closed out with conversation around a super cycle and Bitcoin’s role in the future of finance. Questions discussed include: Why are shitcoin outperforming so much in 2021? Is the bull market ending early? What is the current state of the bitcoin market on chain? What is the effect of the derivatives and futures markets in the market structure of bitcoin? Is an increasing amount of liquidity attempting to arbitrage the contango trade up against the global fiat credit markets? Can the contango yields be thought of as a “time value of money,” of sorts? Do you expect volatility to significantly decrease in the coming years? Follow David Puell: @kenoshaking Follow Dylan LeClair: @BTCization Follow ck: @ck_SNARKs Timestamps: 0:00 - 4:40 Intro 4:40 - 6:59 Introduction to David 6:59 - 12:26 David's assessment of the current bitcoin market 12:26 - 14:22 How much does 2021 resemble 2017? 14:22 - 18:59 The effect of having a developed derivatives and futures market for bitcoin 18:59 - 19:31 David's knowledge of bitcoin's chart history 19:31 - 23:28 Are derivatives and futures markets effecting spot volume? 23:28 - 25:16 Indicating the top by alt-coin activity 25:16 - 27:05 The Bitcoin narrative/bitcoin speculation 27:05 - 29:14 The supercycle theory 29:14 - 30:12 The possibility of a supercycle from a technical perspective 30:12 - 34:16 Timing the top 34:16 - 35:59 Alt-coins being supported by new money/all roads lead to bitcoin 35:59 - 39:48 The lag in hashrate 39:48 - 41:37 Is the halving less significant now? 41:37 - 43:42 The stock-to-flow model 43:42 - 48:05 Indicators that David finds tradeable 48:05 - 53:10 What does David expect with the contango yields if volatility spikes? 53:10 - 56:57 How could someone have a risk-free yield? 56:57 - 58:53 David's thoughts on price 58:53 - 1:02:02 Closing comments Join our telegram community: https://t.me/officialbitcoinmagazine Connect with us on social media and join the conversation: Twitter:   / bitcoinmagazine   LinkedIn:   / bitcoin-magazine   Twitch:   / bitcoin   Facebook:   / bitcoinmagazine   Buy Bitcoin from Bitcoin Magazine with a credit card: https://buy.bitcoinmagazine.com/ Subscribe to our newsletter and receive news and analysis before anyone else: https://bitcoinmagazine.com/subscribe Listen and subscribe to our podcasts: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1IxBiqX... Google: https://podcasts.google.com/feed/aHR0... ~ Bitcoin 2021 will be the biggest Bitcoin conference ever! Use promo code SATOSHI for 10% off your ticket: https://b.tc/conference
Bitcoin Magazine Podcast
Bitcoin Magazine

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Bitcoin Magazine

215K subscribers