Onramp Bitcoin Media Still Early: Bitcoin’s Mispricing, ETF Flows, & the Quiet Race to Accumulate
13 snips
Apr 18, 2025 AI Snips
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Bitcoin's Asymmetric Opportunity
- Bitcoin offers an asymmetric opportunity with far easier access to public information today than a decade ago. - The research effort to grasp Bitcoin is rapidly decreasing, making adoption more accessible.
Bitcoin ETF Flows and Institutions
- ETF flows into Bitcoin are driven mostly by retail investors, but institutional interest is beginning to rise. - A shift toward institutional allocation would signal broader acceptance and understanding of Bitcoin.
Coinbase Custody and Custodian Risk
- Single custodian risk is the largest vulnerability for Bitcoin ETFs; Coinbase currently holds about 10% of total Bitcoin supply. - This centralization exposes investors to significant counterparty risk despite broad institutional adoption signals.