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)

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