The Pomp Podcast
#1346 Mark Yusko, David Alderman, Adam Sullivan | Bitcoin Halving Is NOT Priced In: Supply Shock INCOMING
Apr 20, 2024
Mark Yusko, David Alderman, and Adam Sullivan discuss bitcoin halving, institutional demand, miners, ethereum, and the future of the crypto industry. They explore tax implications, crypto IRAs, Bitcoin mining, investing in mining companies, data evaluation, capital allocation, Bitcoin halving impact on price, institutional interest, and potential impact of Satoshi's coins moving.
38:41
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Quick takeaways
- Institutional demand for Bitcoin is rising, with sovereign wealth funds showing interest in the crypto space.
- Understanding fair value in Bitcoin is crucial for investment decisions, with a focus on relative attractiveness and strategic allocations.
Deep dives
Bitcoin Halving and Institutional Demand
The discussion revolved around the Bitcoin halving and institutional demand for the cryptocurrency. Mark Yusco, David Alderman, and Adam Sullivan highlighted the impact of halving on miners' profitability and emphasized the importance of institutions entering the crypto space. They mentioned the evolving interest from sovereign wealth funds, a significant indicator of growing institutional participation. Discussions touched on different investment strategies such as pair trades against Bitcoin and resources like mining statistics dashboards for educational purposes.
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