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21min chapter
Oil & Crypto Trader Jonah van Bourg: Altcoins Going to Zero, Bitcoin Bull Move Is Just Getting Started, and Oil Vol Is Overpriced
Forward Guidance
Bitcoin Price Impact of Mt. Gox Tokens Release
This chapter delves into the impact of the release of tokens from Mt. Gox on Bitcoin pricing, discussing market dynamics, liquidity, and participants' approaches to selling or holding the tokens. The speaker emphasizes the importance of regulatory clarity for altcoins' long-term value and explains their thesis on altcoins and tokenomics, predicting underperformance. They also touch on the potential of tokens in the RWA space, stablecoins, and On Chain projects to benefit token holders through revenue pass-through.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode