Onramp Bitcoin Media Nothing Stops This Train: Bitcoin’s New Era of Demand & Danger
Jun 13, 2025
Gerry O'Shea, Head of Global Insights at Hashdex Asset Management and former policy expert at Fidelity Investments, delves into Bitcoin's significant evolution in today's financial landscape. He discusses the skyrocketing institutional interest and the bullish market trends pushing Bitcoin's price beyond $100K. The conversation highlights the transformative impact of Bitcoin ETFs and the importance of stablecoins in traditional finance. O'Shea also addresses the risks of ownership, emphasizing the need for secure custodial solutions amidst rising threats.
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Bitcoin ETF Outpaces Gold
- The rapid $70 billion inflow into the Bitcoin ETF surpasses gold ETF performance fivefold in less than a year.
- This signals a fundamental shift in market structure and growing institutional demand for Bitcoin.
New Market Structure Reduces Volatility
- New consistent buying from ETFs, corporate balance sheets, and sovereigns outweighs sales from long-term holders.
- This new market structure suggests Bitcoin's volatility may decrease over time, with a sideways to upward price trend likely.
Brazil's Early Bitcoin Adoption
- Hashtags saw Brazil adopt Bitcoin earlier both at retail and government levels due to currency instability.
- This experience shows institutional adoption usually follows initial retail and intermediary use, a pattern now seen in the U.S.