The Re-Accumulation Phase Is Almost Over | Will Clemente | Pomp Podcast #580
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This is an episode of The Pomp Podcast with host Anthony “Pomp” Pompliano and guest, Will Clemente. He is a Finance Major at East Carolina University. He has quickly become one of my favorite writers on all things bitcoin, including deep dives on various onchain analytics.
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In this conversation, we discuss strong hands accumulating, futures open interest, miners selling, the re-accumulation phase, and bitcoin price action.
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Pomp writes a daily letter to over 140,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at /
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00:00 – Intro
00:18 – Bitcoin is ranging
02:29 – SOPR
04:45 – Short term vs Long term holders
06:49 – Illiquid supply change
09:55 – Futures open interest
11:57 – Miners
14:08 – Is Stock to Flow still valid?
16:00 – Is the re-accumulation phase over?