47 - Blockchain Archeology with David Puell

David Puell (on Twitter) 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.  Topics of Conversation - TA in Crypto vs Other Markets - Herd Mentality and "Reflexivity" in Crypto markets - Investor sophistication - Markets cycles since WWII, crypto relevancy - Cross referencing Price, UTXO, and Time - Bitcoin valuation with on-chain analysis - Eliminated noise in on-chain analysis