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This week Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the Bitcoin market as the 4 year halving approaches. We discuss the ETF impact, current state of the crypto market, the liquidity cycle & what to expect post halving. Enjoy!
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MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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(00:00) Introduction
(01:23) The Bitcoin ETF Impact
(04:27) The Bitcoin Halving
(13:06) Mantra Ad
(14:12) Is Retail Back?
(19:29) Volatility vs Store of Value
(30:24) Permissionless Ad
(31:02) Institutional Demand For Ethereum
(46:02) The Macro Backdrop For Bitcoin
(54:41) Where Are We In The Cycle?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
