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What Bitcoin Did

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

By Danny Knowles

Aired Aug 26, 2025 · 1h 12m · Last boosted Aug 29, 2025

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Show Notes

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 mone...

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Nostr Community

Everyone who has boosted The Bull Market, Institutional Adoption & 2026 Recession? | Willy Woo on Nostr, ranked by sats sent, all time.

  1. coincat 1k sats
  2. Sludgie 500 sats
  3. JP 210 sats
  4. Wartime 133 sats
Other Episodes This Community Boosts Other shows' episodes boosted by people who boosted this episode
Nostr Boosts:4.1k
wartimeMar 18, 2026
133
🎯 help you bring ideas into reality That's one thing I've struggled with, I've got lots of good ideas but I need assistance and assistants 🤭 to help me move forward to completion
wartimeMar 18, 2026
133
What I would like to see more Nostr apps doing is hiding the fact that they are Nostr apps. Just obscure it away so normal people think it's a normal app, and not a power app. And let the features and usability make them a fan without them realizing it
wartimeMar 18, 2026
133
Custom scripts for everybody! 🥳🥳
wartimeMar 18, 2026
133
Ya there's definitely nothing wrong with waiting. 6 to 12 months from now it will be much more capable, and in order of magnitude easier to set up
wartimeMar 18, 2026
133
I've been setting up mine to automatically log conversations. I've been feeding it all of my notes and business ideas. Everything gets automatically cataloged into obsidian. That obsidian vault is included in the QMD database for vector memory search. My agents have excellent short and long-term memory with minimal token usage. To set it up right, you really need to spend quite a while setting it up - or buy the files from somewhere. I've been setting up going on 3 weeks. It has already made me more productive. Soon my calendar will be synchronized. Client leads with automatically be filtered and surfaced front and center to me. The more you use something like this, the more you will start to understand how you can compound little abilities on top of each other. One cron job can trigger a cascade of events and work. I have used simplistic bots for many years. I used to have one that would pay my child support for me. That ran with no issues for about 5 years before they updated the site and broke my bot. I used to use another one for automatically populating descriptions and titles for an online store. At that time, I was replacing an employee with a simple bot. These things have been providing real value for people, for longer than people assume. Again it all comes down to how you use it and what you're doing with it. 6 to 12 months from now the landscape will be much different. Right now it's very hard to set up correctly and easy to burn money if you don't know what you're doing. But soon a lot of these things will be ironed out and much more normal people will be able to get higher value from it. On top of that, every time the models get better or cheaper, that means you can also upgrade your system to be smarter or cheaper.
wartimeMar 18, 2026
133
I don't know who's spending $1,000 but you doing it wrong. I spent $15 in the past 3 weeks with more usage than I've ever had. It all depends on the model. But If they are also using it to do scraping and analyzing, it's not exactly simple work. And if you compare that to a human being doing the same work - that $1,000 is probably much cheaper than a human spending the time manually scraping and analyzing. I think I saw a graph recently saying that Claude opus outputs - in one prompt - between 5 and 15 hours of human work. Obviously that's not on every prompt, but that's pretty substantial even if it's expensive at a 30 cent API call, then maybe it's an extremely good deal. It's all very relative to what you're using it for and what your accomplishing in the end. Some of us have been playing with AI models for years already so we already know how to prompt better and we get better results. You've got to keep playing with different models - talk to them in different ways - and be explicit, try to remove ambiguity. And if you're having problems writing prompts - ask one AI to write a prompt for you to give to the other.. and that will often increase your chance of a one shot successful prompt
wartimeMar 18, 2026
3.3k
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Aug 15, 2025
Nostr Boosts:5.1k
wartimeAug 24, 2025
133
Bullish 🧨🧨
coincatAug 15, 2025
5k
Learn something every day. And learn it from ODELL
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Nostr Boosts:6.7k
wartimeMar 3, 2026
3.3k
Banger 🧨🧨 Pure signal
wartimeMar 3, 2026
3.3k
🫡🍻
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Nostr Boosts:3.7k
wartimeApr 17, 2025
3.3k
Need part 2, great conversation 🧨
wartimeApr 17, 2025
333
There are still good women out there... Just snagged one... Alas I did not get a girlfriend this cycle... Moved her straight to wifey
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Nov 20, 2024
Nostr Boosts:3.7k
wartimeNov 21, 2024
3.3k
Congrats! 🎉🔥🧡
wartimeNov 21, 2024
333
Cool to hear you're expanding on Wavlake and Nostr 🔥
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Nostr Boosts:3.6k
wartimeFeb 17, 2026
1.8k
Love this series, keep up the great work!🚀🧨
wartimeFeb 16, 2026
1.8k
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Oct 13, 2025
Nostr Boosts:3.5k
wartimeOct 15, 2025
3.3k
More! ❤️‍🔥🧨🧨
wartimeOct 15, 2025
133
The North Sea nexus. Fuck the Brits, butt hurt bastards
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Aug 9, 2025
Nostr Boosts:2.4k
wartimeAug 12, 2025
133
I will make a correction - bitchat was mentioned. I overheard somebody asking somebody else if they want to try it. It sounded like a group of two or three people were going to try it at Lake Satoshi
wartimeAug 12, 2025
2.1k
Rev.Hodl da man, we need more people like him 🧨🧨🧨
wartimeAug 12, 2025
133
Karl is the real Rev 😏
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Dec 11, 2024
Nostr Boosts:2.5k
wartimeDec 15, 2024
2.1k
🎄🧡🔥🍻🌟
wartimeDec 11, 2024
333
I thought that sounded like AI. Not bad though!
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Oct 3, 2024
Nostr Boosts:2k
wartimeOct 7, 2024
1.7k
🎉🎉🎉
wartimeOct 5, 2024
333
I heard Steve mention John on Security Now too. I had to lol
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Untitled episode
Nostr Stats:1 booster2 boosts
Nostr Boosts:1.3k
Nostr Boosts:1.3k
wartimeSep 3, 2024
333
🍻
wartimeSep 3, 2024
1k
Wow it's not every day you hear Back Orifice brought up 🔥🔥☠️🐄🔥🔥
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May 12, 2025
Nostr Boosts:999
wartimeMay 13, 2025
333
Ok I didn't realize the front end of OwnTracks will work in conjunction. That is pretty cool 🧨
wartimeMay 13, 2025
333
Dawarich is brand new and for iOS only? Solid pass. Use OwnTracks for self-hosted location tracking.
wartimeMay 12, 2025
333
🍻
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Nostr Boosts:999
wartimeMay 12, 2025
333
You self-censor yourself on the word ass? That's extremely gay
wartimeMay 12, 2025
333
Leave your routers alone. People need those proxies. 😉
wartimeMay 12, 2025
333
EU can suck a dick and they will HFSP
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Nostr Boosts:999
wartimeApr 16, 2025
333
Sorry for my hieroglyphics 😆 It's my way of being lazy, and saying "hello" 🧨 Isn't firecracker... Dye-no-mite https://c.tenor.com/9MLz1UBPxq0AAAAd/tenor.gif
wartimeApr 15, 2025
333
Phoenix was always still usable in the USA, using the APK, no VPN needed It was only removed from the Google app store in the United states. It was still available in Aurora, Github, Obtainium
wartimeApr 15, 2025
333
🧨🧨
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Nostr Boosts:999
wartimeMar 25, 2025
333
Obsidian is 🔥🔥
wartimeMar 25, 2025
333
Join the people on de-googled phones
wartimeMar 25, 2025
333
YahoooOoooooo
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Jan 8, 2025
Nostr Boosts:999
wartimeJan 8, 2025
333
Ftr btcpayserver has had payjoin for years - anyone with a btcpayserver should turn it on!
wartimeJan 8, 2025
333
I got a bunch of the original Jades for $20/ea New ones look good, old ones sucked
wartimeJan 8, 2025
333
LFG 🔥
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Oct 7, 2024
A Very Bitcoin Texas
Nostr Stats:1 booster2 boosts
Nostr Boosts:840
wartimeOct 8, 2024
420
Leave it to Dave to take my hopium pipe away at every opportunity 😄
wartimeOct 8, 2024
420
Yeee haaaw 🤠
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Nostr Boosts:50k
wartimeAug 29, 2026
50k
There's a regional Bitcoin meetup on Nov 6th-8th at the Drury inn in Grand Rapids. 10191429 This is the code for discounted rooms. The code doesn't work on the app but works online. The Drury inn serves breakfast and dinner. They also give you 3 free alcohol drinks with dinner. So Friday well have dinner and drinks. Saturday breakfast and dinner with drinks. Sunday Breakfast. We'll figure out lunch on Saturday depending on how many people show up. This event is family friendly. So bring your family and let's get a ton of Bitcoiners to hang out and network. Be there!!!
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Oct 11, 2024
Nostr Boosts:33k
wartimeOct 13, 2024
33k
Thanks for everything you do with advertising pleb stuff man. I've known Rev.Hodl for a while and just went to his Permaculture class and it was awesome! Highly recommended! Really great experience and the food was out of this world. Side note: we need some kind of Nostr Nip for Rating People/Places/Events 🤔 Rating Sellers/Items/Marketplaces 🤔
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Mar 17, 2025
Nostr Boosts:10k
wartimeMar 25, 2025
10k
More of this shit please 🔥🔥🔥🔥
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Sep 16, 2024
Nostr Boosts:10k
wartimeSep 17, 2024
10k
Happy Birthday 🧡🍻🎉
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Jul 13, 2025
Nostr Boosts:666
wartimeJul 14, 2025
333
I can also confirm that I know someone who has a relationship with their chatbot. He asks it all types of questions, mostly about God and politics. He is an otherwise smart individual, a Latino business owner about 45 years old
wartimeJul 14, 2025
333
ITM 🫡
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Nostr Boosts:666
wartimeJun 7, 2025
333
Banger! Excellent topics. My wife carries a lot of feminine energy and that gives me masculine energy.. Grab them by the pussy...🤣
wartimeJun 6, 2025
333
🍻
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Jun 1, 2025
Nostr Boosts:666
wartimeJun 3, 2025
333
ITM 🍻
wartimeJun 3, 2025
333
Fav pod 🧨🧨🧨
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May 28, 2025
Nostr Boosts:666
wartimeMay 31, 2025
333
🧨🧨
wartimeMay 29, 2025
333
❤️‍🔥
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May 15, 2025
Nostr Boosts:666
wartimeMay 17, 2025
333
🧨🧨
wartimeMay 17, 2025
333
Fuck Nintendo
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May 5, 2025
Nostr Boosts:666
wartimeMay 7, 2025
333
I stopped listening halfway through. Too much bitching and complaining about lightning https://c.tenor.com/WWwT5A4PJ8EAAAAC/tenor.gif
wartimeMay 6, 2025
333
🧨🍻
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Nostr Boosts:666
wartimeMay 4, 2025
333
Excellent panel, good conversations and debates 🔥🧨
wartimeMay 4, 2025
333
🧨🧨🧨🧨
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May 1, 2025
Nostr Boosts:666
wartimeMay 2, 2025
333
Euro Dollar is not what you say. You are thinking of "offshore" dollars
wartimeMay 2, 2025
333
ITM 💪
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Episode Boosts

Every boost sent to this episode, as published to Nostr, newest first.

  • 133 via Fountain
    🍻
  • 210 via Fountain
    Glad Willy is back. What a show!
  • 500 via Fountain
    Great show Danny
  • 1,000 via Fountain
    This episode got existential for me. Welcome back Willy Woo.