Swan Signal Live - A Bitcoin Show

Alex Thorn | Bitcoin Supply and Demand Dynamics | EP 133

Nov 15, 2023

Bitcoin analyst and expert, Alex Thorn, discusses Bitcoin supply and demand dynamics, impact of options markets on price movements, estimating potential spot Bitcoin ETF inflows, and regulatory updates

01:12:40

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Episode guests

Alex Thorn

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Podcast summary created with Snipd AI

Quick takeaways

Bitcoin's global presence, uncorrelated nature, and decentralized architecture contribute to its growing recognition among institutional and global macro investors.

Traditional financial firms like Fidelity play a significant role in the acceptance of Bitcoin and pave the way for other institutions due to their culture of innovation and top-down endorsement.

The approval of Bitcoin ETFs is anticipated to drive significant inflows of fresh capital into the cryptocurrency market, positively affecting its overall demand and performance.

Deep dives

Growing recognition of Bitcoin's role in institutional and global macro investing

Bitcoin is gaining recognition among institutional and global macro investors as it is seen as having a role to play in investment portfolios. The growing recognition is due to factors such as Bitcoin's global presence, its uncorrelated nature, and its independent decentralized architecture. The maturing market infrastructure, including qualified custody and institutional lending, is also contributing to the acceptance of Bitcoin. The longevity of Bitcoin's existence has also dispelled doubts about its staying power. Despite initial skepticism, Bitcoin has withstood the test of time and has proven to be a valuable asset.

Introduction

2min

Alex Thorn's Background and Journey with Bitcoin

2min

The Growing Acceptance of Bitcoin

22min

Analyzing Bitcoin supply and demand dynamics

18min

US Wealth Management Industry Segments and Bitcoin Adoption Potential

4min

Bitcoin ETF and the US Market Size

23min

Appreciating the Guest and Teasing a Special Guest

2min

On this episode of Swan Signal, Sam sits down with Alex Thorn to discuss Bitcoin supply and demand dynamics, impact of options markets on price movements, estimating potential spot Bitcoin ETF inflows, and regulatory updates.

Timestamps:
00:00:00 “Swan Signal Live” Intro
00:01:19 Introducing “Alex Thorn”
00:01:52 Alex’s Bitcoin Journey
00:03:25 What Made “Fidelity” More Open to Bitcoin?
00:07:15 Why Institutional Adoption is Coming to Bitcoin
00:11:37 Maturation Process of Bitcoin
00:15:51 How Volatility & Bitcoin Help a “Traditional Portfolio”
00:21:58 “Gold with Wings”
00:25:21 “Gamma Squeeze” - How the Options Market Effects Bitcoin's Price
00:33:48 “Hedging” in “Options Trading”
00:37:44 Bitcoin “Option” & “Futures” Markets Interest in the U.S.
00:41:42 Estimating “Flows” into the “Spot Bitcoin-ETF”
00:50:40 Bitcoin Bull-Market
00:53:40 “The Proof Act” - How Bitcoin Will Adapt and Grow to Fight Various Oncoming Regulations
00:57:11 ’Proof of Reserves”
01:01:30 “Regulatory Risks” - FinCEN
01:06:22 Educating Policy Makers about the Importance of Finanical Privacy
01:09:15 How to Connect with Alex
01:10:37 “Swan Signal Live” Outro

Connect with Alex and Sam:
Sam Callahan: https://twitter.com/samcallah
Alex Thorn: https://twitter.com/intangiblecoins

"Galaxy" Research: https://www.galaxy.com/insights/
"Nakamoto Portfolio Theory:" https://nakamotoportfolio.com

Connect with Swan Bitcoin:
YouTube: https://youtube.com/@Swan_Bitcoin
Twitter: https://twitter.com/Swan
Instagram: https://instagram.com/SwanBitcoin
Telegram: https://t.me/swanbitcoin
LinkedIn: https://linkedin.com/company/swanbitcoin

Swan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin.

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Swan Signal Live - A Bitcoin Show

Alex Thorn | Bitcoin Supply and Demand Dynamics | EP 133

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Growing recognition of Bitcoin's role in institutional and global macro investing

The importance of traditional financial firms embracing Bitcoin

Potential impact of Bitcoin ETFs on market demand and performance

Market Reaction to Bullish Sentiment for Bitcoin ETFs

Impact of Options and Futures Trading on Bitcoin Market

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

Share
& Export

AI-powered
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Discover
highlights

Swan Signal Live - A Bitcoin Show

Alex Thorn | Bitcoin Supply and Demand Dynamics | EP 133

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Growing recognition of Bitcoin's role in institutional and global macro investing

The importance of traditional financial firms embracing Bitcoin

Potential impact of Bitcoin ETFs on market demand and performance

Market Reaction to Bullish Sentiment for Bitcoin ETFs

Impact of Options and Futures Trading on Bitcoin Market

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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