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We Study Billionaires - The Investor’s Podcast Network

BTC053: Bitcoin Derivatives & On-Chain Data with Will Clemente & Dylan LeClair (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 24 November 2021

⏱️ 87 minutes

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

  • 01:07 - How they have learned so much at such a young age.
  • 13:10 - Long-term Versus Short-term investors and using their on-chain fingerprint to help manage longer-term positions.
  • 27:33 - How they think about volatility and how derivatives are impacting the Bitcoin Price Action.
  • 40:04 - Borrowing premiums and how it can provide clues into oversold or overbought conditions.
  • 40:04 - What metrics they would focus on for a market top indicator.
  • 01:05:33 - The most misunderstood aspects of on-chain data.


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Will Clemente's Twitter Account.
  • Dylan LeClair's Twitter Account.
  • The Short-term | Long-term Chart that was discussed during the show.
  • If you're new to the show and don't know where to begin listening, check out our We Study Billionaires Starter Packs.
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Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:30.0

You're listening to Bitcoin Fundamentals by the Investors podcast network.

0:54.0

Now for your host Preston Pish.

1:54.0

Preston, you had a huge impact on Dylan and I.

2:14.0

And I would come in and I would listen to your podcast.

2:17.0

I would come in at like two or three a.m.

2:19.3

And I would just chain listen to it until like nine, 10 a.m.

2:22.9

when I got off the shift.

2:23.8

And at this time, it wasn't even Bitcoin.

2:26.6

It was, you know, you're talking about, it was like,

2:28.7

you know, your first 25 episodes, yeah,

2:30.7

you were talking about all the Warren Buffet stuff.

2:33.3

I got out security analysis, big debt crisis.

2:36.5

Yeah, I love this.

2:37.3

I didn't know you were into the value side of it, Will.

2:39.9

Yeah, yeah.

2:40.6

At first, I came into it that way.

2:42.7

I got like zero to one by Peter Teal, all these books,

2:46.3

like you recommended early on.

2:48.0

And yeah, I mean, aside from like you specifically,

2:50.9

like just in general, I think the internet has a huge part

2:54.4

to do with it.

...

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