EP43 - Willy Woo Explains How Bitcoin Has Changed and How He'd Change Plan B's S2F Model

In today's episode, Willy Woo explains what's changed for Bitcoin and how it impacts price action and how he'd change Plan B's Stock to Flow model. 

ABOUT WILLY WOO:
Willy Woo is a Bitcoin on-chain analyst, author, investor and startup founder.  Willy has also been a contributor to Forbes and Coindesk, but he is best known for his The Bitcoin Forecast newsletter where he features predictions in Bitcoin price movement. 

WHERE TO FIND WILLY WOO: 
→ Twitter: https://twitter.com/woonomic/
→ LinkedIn: https://www.linkedin.com/in/woonomic/
→ Newsletter: https://willywoo.substack.com/about

SHOW NOTES:
00:00:00 – Intro
00:02:26 – Withum Sponsor
00:03:25 – Willy's Bitcoin Origin Story
00:07:56 – Current State of Bitcoin 
00:14:25 – Federal Reserve
00:16:21 – Institutional Money
00:30:22 – BTC ETF & GBTC
00:32:12 – Bitcoin Cycles 
00:40:56 – Willy’s Portfolio Allocation 
00:46:43 – Willy's Cash & Carry Trade
00:50:05 – Plan B's Stock to Flow Model
00:54:01 – Willy's Favorite Chart
01:02:04 – AltCoins. 
01:14:01 – Willy’s Background / Early Years

WHERE TO FIND JAY GOULD:
→ Twitter: https://twitter.com/jaygould
→ Newsletter: http://letter.jaygould.com 
→ YouTube: https://www.youtube.com/jaygouldshow 

WHERE TO FIND THE JAY GOULD SHOW:
→ iTunes: https://apple.co/2XDtFqp
→ Spotify: https://spoti.fi/3ksPgL2
→ YouTube: https://bit.ly/2ZkCWV9
→ BuzzSpout: https://bit.ly/3nUnqJV