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