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
