Tracking the new Bitcoin ETFs with Thomas Fahrer SLP560

Tracking the new Bitcoin ETFs with Thomas Fahrer SLP560

Thomas Fahrer, co-founder of Apollo joins me to talk about the Bitcoin ETFs. We talk:

  • Analysing the Bitcoin ETFs
  • What further institutional adoption looks like
  • How much capital could flow into Bitcoin
  • The Bitcoin FOMO scenario
  • Disagreements on the power law model
  • MSTR and Bitcoin

Links:

Sponsors:

Stephan Livera links:

Chapters:

  • 00:00 - Introduction and Background
  • 03:02 - The Significance of Bitcoin ETFs
  • 13:33 - Rebalancing and Volatility
  • 21:19 - Grayscale's Declining Bitcoin Holdings
  • 25:41 - Swan.com
  • 27:00 - Mempool.space
  • 27:45 - Coinkite.com
  • 33:35 - Possible Motivations for Grayscale's Actions
  • 34:03 - Successful ETF Launch and Consistent Demand
  • 37:23 - Bitcoin Price Rise and Demand - Supply Dynamics
  • 39:44 - Volatility and Orderly Transition
  • 41:07 - Bitcoin's Historical Price Patterns
  • 44:05 - Flaws in Power Law Model
  • 45:05 - Bitcoin's Potential to Replace Traditional Assets
  • 46:41 - Flaws in Power Law Model and Fiat Currencies
  • 50:11 - Importance of Fundamental Analysis
  • 51:38 - Bitcoin's Bullish Case and Fundamental Properties
  • 58:51 - Closing Thoughts

Jaksot(733)

$1B monthly volume on lightning with Sam Wouters | SLP725

$1B monthly volume on lightning with Sam Wouters | SLP725

Sam Wouters from River shares the latest insights on Bitcoin and Lightning Network adoption, highlighting recent data, growth trends, and misconceptions. Stephan and Sam also discover how Lightning is...

23 Helmi 53min

Bitcoin spam debates with Charlie Spears | SLP724

Bitcoin spam debates with Charlie Spears | SLP724

In this interview, Stephan Livera chats with Charlie Spears from Blockspace about Bitcoin's ongoing debates on spam, protocol upgrades, and the future of Bitcoin development. They explore the nuances ...

21 Helmi 54min

Is Your Bitcoin Transaction Safe? with Keith Gardner | SLP723

Is Your Bitcoin Transaction Safe? with Keith Gardner | SLP723

In this conversation, Stephan Livera and Keith from Branta discuss the intricacies of Bitcoin payments, focusing on the importance of address verification and security in the context of increasing dig...

19 Helmi 25min

Monetizing the Megawatt with Robert Warren | SLP722

Monetizing the Megawatt with Robert Warren | SLP722

In this conversation, Stephan Livera and Robert Warren discuss the evolving landscape of Bitcoin mining, focusing on the intersection of energy consumption and human flourishing. They explore the impa...

17 Helmi 57min

Is Quantum FUD BS with James O'Beirne SLP721

Is Quantum FUD BS with James O'Beirne SLP721

In this conversation, Stephan Livera and James O'Beirne discuss the implications of quantum computing on Bitcoin, exploring skepticism towards the perceived threats, the current state of quantum resea...

13 Helmi 1h 18min

Bitcoin Loans at Arch | Dhruv Patel SLP720

Bitcoin Loans at Arch | Dhruv Patel SLP720

In this episode, Stephan Livera and Dhruv Patel, CEO of Arch Lending, discuss the current state of Bitcoin lending, market trends, and the unique products offered by Arch Lending. They explore the mec...

12 Helmi 36min

What do Bitcoiners do about Quantum? with Matt Corallo | SLP719

What do Bitcoiners do about Quantum? with Matt Corallo | SLP719

In this episode, Stephan Livera and Matt Corallo discuss the implications of quantum computing on Bitcoin's security. They explore expert opinions on the timelines for quantum threats, the current sta...

11 Helmi 51min

A semi-custodial model for Bitcoin? with Jos Lazet | SLP718

A semi-custodial model for Bitcoin? with Jos Lazet | SLP718

In this episode, Stephan Livera interviews Jos Lazet from Blockrise, discussing the recent volatility in Bitcoin prices, the semi-custodial model of Blockrise, and the future of Bitcoin lending. They ...

10 Helmi 52min