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.
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Hedge Fund Adoption Journey
- Mark Yusko shares how he helped hedge funds gain institutional adoption starting in the late 1990s.
- He highlights the importance of small wins and leadership in driving acceptance of new investment types.
Mining Leverage on Bitcoin
- Mining companies offer a leverage play on Bitcoin's price by reinvesting revenues to increase future Bitcoin production.
- Today, investors deeply analyze mining operations beyond hash rates, focusing on profitability and growth plans.
Use Targeted Data and Social Media
- Track specific on-chain activities and ETF flows rather than broad metrics.
- Use Twitter actively but filter through noise to gain real-time market insights.