Supply Shock cover image

The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup

Supply Shock

00:00

Bitcoin ETF Speculation and Market Dynamics

The chapter explores the polarizing take from Citroen Research proposing a long Bitcoin short coin spread trade, comparing current crypto market cycles with past ones and speculating on the impact of Bitcoin ETF money. It discusses hesitance of institutions towards Bitcoin, predicts a retail-driven crypto craze, and highlights the potential rise of altcoins due to their liquidity. The conversation also touches on leverage trading, scarcity of dollars, perception of major assets as commodities, and the competitive landscape of cryptocurrencies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app