This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Will Clemente and Willy Woo. Will Clemente is a Finance Major at East Carolina University. He has quickly become one of my favorite writers on all things bitcoin, including deep dives on various onchain analytics. We are joined this week by Willy Woo, the OG on-chain analyst.

Subscribe to Will’s new email newsletter here: https://btcbywc3.substack.com/

Subscribe to Willy Woo’s new email newsletter here: https://willywoo.substack.com/

In this conversation, we discuss the history of on-chain analytics, what happened over the last few months, current market structure outlook, and questions from Twitter.

Pomp writes a daily letter to over 140,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Book a one-on-one video call with Pomp:
Cameo: https://www.cameo.com/pompglobal
Superpeer: https://superpeer.com/pomp

Follow Pomp on social media:
Twitter: https://twitter.com/APompliano
Instagram: https://www.instagram.com/pompglobal/
LinkedIn: https://www.linkedin.com/in/anthonypompliano/
Website: https://anthonypompliano.com/

Listen and subscribe on the platform of your choice:
Apple: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/2QwpFjz...
Google: https://play.google.com/music/listen?...

TIMESTAMPS:

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