X has approved updating my handle to @willywoo Unfortunately my old handle @willywoo, will not redirect, hopefully @X can fix this.

Sorry I jumped the gun, the scheduled call is tomorrow.

PSA to @bitcoinvector and Bitcoin Vector Lite (Substack) subscribers, please check your inboxes, we'll be live in 3hrs to cover the markets from BTC to Global Macro with @Negentropic_ and @HenrikZeberg

🔶Willy Woo told me in December: - There's a strong argument October was the start of the bear market. - The fabric of the market is deteriorating in a very scary way. 📺YouTube: 👉 https://t.co/lh5T2QMxiZ

I think the entities buying gold (sovereigns, particularly China) have a very long time horizon and it's the right move for a 5-15 year forward facing "end of the long term debt cycle" scenario. Meanwhile it's really hard to convince sovereigns and fiduciary institutions to buy

Looks like a whale buyer of Tether Gold is giving us hidden alpha on Gold price moves. Orange: Gold price Blue: Oz of gold held by in Tether Gold's treasury

Top level AI analysis of the discussions: - Virtually no mentions of "quantum-resistant"/"post-quantum" from 2018–2024 - Exploded in 2025: dozens to 100+ messages (Mar–Dec), intense proposal activity Core focus: - ECDSA/Schnorr vulnerable to Shor's algorithm → long-term

Analysis of the number of messages discussing solutions to quantum risk.

ANALYSIS: Bitcoin dev response to quantum risks started in Jan 2025 and accelerated mid year, we also saw the first the Quantum Bitcoin Summit in July in SF. IMO slow on the uptake, but it's now accelerating quickly [Bitcoin Dev mailing list]