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This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in!

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Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Timestamps:

(00:00) Introduction

(05:05) Trading Crypto & Commodities

(14:03) Copper Ad

(18:04) Macro Outlook In 2024

(28:22) The Debt End Game

(31:05) The Bitcoin ETFs

(35:55) Das London Plug

(37:12) The Bitcoin Thesis

(44:53) The Crypto Thesis

(48:54) Ethereum ETF

(55:18) Final Thoughts

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Situation Report 1-13-25