On The Brink with Castle Island Weekly Roundup 01/12/24 (BTC ETFs launch, more ETF, even more ETF) (EP.498)
Jan 12, 2024
Bitcoin ETFs are approved and start trading, with discussion on day 1 flows and long-term potentials. The SEC's mistakes and Gensler's questionable logic are highlighted. Prospects for an ETH ETF are explored. The impact of Bitcoin on traditional finance and Fidelity's involvement are discussed. The podcast also covers market structure, Tether's surge, fundraising rounds, correlation analysis in the Grayscale lawsuit, and arguments against Bitcoin ETF approval.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Reflections on the Tether surge, chaotic SEC approval process, and predictions for 2024
01:39 • 2min
Insights on the ETH ETF and Crypto Deals
03:13 • 2min
Fundraising Rounds, Mining Economics, and Market Structure
05:07 • 2min
Bitcoin ETF Approval and Market Impact
07:01 • 16min
Analysis of Correlation and Judge's Ruling
22:32 • 2min
Arguments Against Bitcoin ETF Approval
24:23 • 17min