Supply Shock The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup
Mar 2, 2024
This podcast covers the impact of Bitcoin ETF, market melt-up, crypto price action, economy running hot, investors taking on more risk, Clearloop simplifying digital asset trading, Bitcoin cycle dynamics, Montre Chain enabling real-world asset digitization, Bitcoin as an inflation hedge, Bitcoin ETF speculation, and exploring the dual nature of crypto as tech and monetary aspects.
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Bitcoin Price Action
- Bitcoin's price is closer to its all-time high than in previous cycles at this point pre-halving.
- This raises questions about cycle timing, potential pain experienced in the bear market, and the ETF's impact.
Shortening Cycles
- Crypto cycles might shorten due to quicker reactions from investors familiar with previous cycles.
- The Bitcoin ETF further complicates cycle timing by introducing a new capital avenue.
Bitcoin vs. Altcoins Trade
- Citroen Research suggests a long Bitcoin, short altcoin trade.
- This raises the question of whether Bitcoin gains will spill over to altcoins like in previous cycles.