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The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo

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Manage episode 502542977 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Willy Woo gets into Bitcoin’s evolving market structure, breaking down how institutional flows, ETFs, and treasury companies are reshaping the bull market. He explains why Bitcoin has never faced a true business cycle downturn, why 2026 could be the first real test, and how liquidity waves set the rhythm for both blow-off tops and brutal bear markets.

He unpacks the mechanics of Strategy's debt model versus MetaPlanet’s synthetic leverage, how ETFs are smoothing inflows and dampening volatility, and why premiums to NAV create both opportunity and risk. Willy also zooms out to the thousand-year arc of money, showing why fiat is a short-lived social consensus ledger and Bitcoin is destined to be the next energy-secured system of value.

In this episode:

- How ETFs are changing Bitcoin’s price dynamics

- Premiums to NAV, synthetic leverage, and liquidation risk

- Why treasury companies could amplify the next bear market

- Liquidity cycles and business downturns

- ESG, BlackRock, and the shift in institutional adoption

- The transition from gold and fiat to Bitcoin

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

Follow:

Danny Knowles: https://x.com/\\\\\\\_DannyKnowles or https://primal.net/danny

Willy Woo: https://x.com/woonomic

  continue reading

92 episodes

Artwork
iconShare
 
Manage episode 502542977 series 2794696
Content provided by Danny Knowles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danny Knowles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Willy Woo gets into Bitcoin’s evolving market structure, breaking down how institutional flows, ETFs, and treasury companies are reshaping the bull market. He explains why Bitcoin has never faced a true business cycle downturn, why 2026 could be the first real test, and how liquidity waves set the rhythm for both blow-off tops and brutal bear markets.

He unpacks the mechanics of Strategy's debt model versus MetaPlanet’s synthetic leverage, how ETFs are smoothing inflows and dampening volatility, and why premiums to NAV create both opportunity and risk. Willy also zooms out to the thousand-year arc of money, showing why fiat is a short-lived social consensus ledger and Bitcoin is destined to be the next energy-secured system of value.

In this episode:

- How ETFs are changing Bitcoin’s price dynamics

- Premiums to NAV, synthetic leverage, and liquidation risk

- Why treasury companies could amplify the next bear market

- Liquidity cycles and business downturns

- ESG, BlackRock, and the shift in institutional adoption

- The transition from gold and fiat to Bitcoin

THANKS TO OUR SPONSORS:

IREN

RIVER

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

Follow:

Danny Knowles: https://x.com/\\\\\\\_DannyKnowles or https://primal.net/danny

Willy Woo: https://x.com/woonomic

  continue reading

92 episodes

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