All In Bitcoin
016 Willy Woo's Woonomics: The Global Villain Ahead - All In Bitcoin With CK
17 Sep 2025
Willy Woo returns and we go deeper! From global liquidity shifts to personal philosophy, Bitcoin lending, and the risks most people ignore. This is a wide-ranging, thoughtful conversation with one of the sharpest minds in the space. We cover: • The trap everyone is walking into • Why this might be the weirdest cycle yet • What signals mark the top and how he prepares for panic • Rehypothecation, self-custody, and the future of Bitcoin-backed lending • What could outperform Bitcoin and what he’s betting on • The threat of nationalization and Bitcoin’s “gold 2.0” risk • His lower price expectations for the next bear market — and why • And why the next bear market may be shaped by the global economy itself 🔔 Subscribe for new, high-signal episodes every other week. 👇FOLLOW WILLY'S WORK: X : @woonomic https://willywoo.substack.com 👇FOLLOW CK & ALL IN BITCOIN: Nostr: [email protected] [email protected]) [[email protected]](mailto:[email protected]) X: @allinbitcoinpod 👇WATCH / LISTEN / SUBSCRIBE TO THE ALL IN BITCOIN PODCAST: https://linktr.ee/allinbitcoin 🎟️ Adopting Bitcoin Conference 📍 San Salvador | Nov 14–15, 2025 Use code: ALLINBITCOIN for 10% OFF your ticket. See you there! 🚀 🎟️ Economia Bitcoin📍 Berlin, El Salvador | Nov 22–23, 2025 Use code: CKDISCOUNT for 10% OFF your ticket. See you there! 🚀 TIME STAMPS: 0:00 Introduction 1:35 Shaping identity 4:35 Spiritual path 6:47 Local Bitcoin communities that change nations 7:58 From mobile email to on-chain analytics 1 2:23 Launching a new Bitcoin collateral fund 19:00 The risk of liquidation and safe LTV ratios 22:59 Trader games 24:01 Where we are in this bull market 26:20 How leverage builds up—and gets wiped out 27:49 Asia’s Bitcoin market 30:39 The villain of the next bear market 31:13 Could governments nationalize Bitcoin treasuries? 36:04 Bear-market bottom call: why $40K may hold 52:04 The trap everyone is walking into right now 56:04 Bitcoin’s biggest risk 1:00:48 Woo’s strongest conviction for 2025 1:02:15 The most important lessons he learned DISCLAIMER:All views expressed by me or my guests are solely our own opinions. You should not treat any opinions expressed in this podcast as a specific endorsement to make a particular investment or follow a particular strategy, but only as an expression of personal opinion. This podcast is for informational purposes only. It does not constitute financial, legal, or political advice, and it does not promote or oppose any political party, candidate, or campaign. This podcast may contain speculation, or interpretation. We encourage listeners to do their own research and verify information independently.
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