Value in Bitcoin, Deals of the Week, Kathy Wood's Rotation, and Predictions for 2024

Matt and Nic return for the last week of 2023. In this episode:

• South Shore bar pie
• Our 2024 resolutions
• Was Barry Silbert the main character
• Bitcoin miners had a good year
• ARK is selling their GBTC holdings
• The Cointucky Derby
• Will an ETH ETF be a fast follow?
• Will ETF sponsors sue the SEC over cash create for ETFs?
• Nic and Matt’s 2024 predictions for stablecoins, Bitcoin, Ethereum, DeFi, NFTs, and adoption
• Solana versus Ethereum debate
• ETH L2 gas usage and EIP4844
• Is the BSA unconstitutional?
• Is 2024 the year the 3AC boys are finally apprehended?

Sponsor notes

• Coin Metrics’ Best of State of the Network in 2023
• In Coin Metrics State of the Network Issue 239, we reflect on a year full of riveting data and crucial events through the lens of the research team’s favorite issues from 2023