POV Crypto Episode 47 — Blockchain Archeology with David Puell
David Puell is the Head of Research at Adaptive Capital, a crypto investment fund that specializes in on-chain analysis, in order to guide investment decisions.
David comes with a background of Forex trading and big data analysis. He discusses different ways to evaluate on-chain data to support investment thesis and decision making.
Listen to David's take on what on-chain analysis tells us about our current state in the market cycle
Topics of Conversation
- TA in Crypto vs Other Markets
- Herd Mentality and “Reflexivity” in Crypto markets
- Investor sophistication and how it impacts price movements
- Global markets cycles since WWII, and how crypto fits into the story
- Cross referencing Price, UTXO, and Time to provide insights with market sentiment / cycle timing
- Bitcoin valuation with on-chain analysis
- How to eliminate noise with on-chain analysis
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