Bankless ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan
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Jul 1, 2024 
Join Alex Thorn, Head of Research at Galaxy Digital, and Matt Hougan, CIO at Bitwise, as they dive into the intriguing world of Ethereum ETFs. They explore the predicted demand and inflows for these ETFs, offering analyses that suggest bullish potential. The conversation shifts to the evolving crypto market, examining how past Bitcoin ETF performances may influence Ethereum's trajectory. With insights on trading predictions and the role of retail investors, they balance optimism with realism, illuminating the future of cryptocurrency investing.
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ETH ETF Demand Prediction
- Matt Hougan and Alex Thorn predict significant demand for the incoming ETH ETF.
- Their independent analyses use market research and data, not random guesses.
Hougan's Methodology
- Matt Hougan's ETF inflow analysis uses Bitcoin and ETH's relative market caps.
- He also considers international ETP markets, finding they align with market cap weighting.
Thorn's Methodology
- Alex Thorn's analysis considers market cap weighting, CME open interest ratios, and Grayscale trust sizes.
- He also uses empirical Bitcoin ETF data and emphasizes retail demand.