Supply Shock

Discussing the success of Bitcoin ETFs and outflows from Grayscale's ETF. Exploring the perception of cryptocurrency within financial institutions and the influence of Jack Bogol. Covering the Dass London conference and the SEC lawsuit against Coinbase. Examining the implications of the XRP case on token regulation.

Jonah Van Bourg, former Global Head of Trading at DRW, discusses his 2024 outlook for commodity and crypto markets. The conversation covers Jonah's Bitcoin thesis, the debt end game, and the outlook for an Ethereum ETF. They also explore the intersection of commodities and crypto, the macro outlook for commodities, and the psychology of retail participants in the market.

The podcast discusses the launch of Bitcoin ETFs, including flows, volume traded, and Vanguard's decision to not allow trading. They also analyze inflation data and its implications for the Fed. Other topics include SEC chairman's comments, Elizabeth Warren's criticism, rankings of different ETFs, macroeconomic topics, Circle IPO, Bitcoin proxies, and Solana bug fixes.

Mark Yusko & Michael Anderson discuss the recent SEC approval of the Bitcoin ETF and its implications. They analyze the market reaction, speculate on short side trials, and criticize the negative portrayal of the industry. The podcast also explores the disruptive nature of crypto and blockchain technology and discusses rate predictions and ETF growth potential.

James Seyffart, ETF Research Analyst at Bloomberg, & Matt Hougan, CIO at Bitwise, discuss the 2024 Bitcoin ETF approval, SEC hack, and Bitcoin ETFs' trading. They touch on ETH ETF possibilities, different models for creating Bitcoin ETF, and long-term implications of Bitcoin ETF approval.

Discussion on the Bitcoin ETF, potential impact on market and involvement of BlackRock and Grayscale. Exploration of Bitcoin mining, transaction fees and premium for public market proxies. Delve into price history after a split adjustment, SEC fine, and Bitcoin's significance. Comparison between crypto and religions, flaws of the fiat monetary system, special offer from Block Works Research and Y2K anecdotes. Federal Reserve's injection of half a trillion dollars, rise of MicroStrategy and concerns about running a $2 trillion deficit indefinitely.

Jim Bianco, Founder of Bianco Research LLC, joins the podcast to discuss macro, crypto, and predictions for 2024. They talk about the end of the bond bull market, inflation rates, Bitcoin ETF surge, state of crypto ETFs, decentralization, and the importance of change in forecasting.

The podcast discusses predictions for 2024, including potential collapse, 'Europeification' of America, and a slow decline in the US. They explore the concept of cryptocurrencies as a new commodity, specifically block space, and reflect on the value of dialogue and feedback in the investment industry.

Will Clemente and Felix Jauvin discuss macro and crypto trends heading into 2024, including inflation, interest rates, fiscal dominance, and the future of bull markets. They explore the intersection of macro and digital assets, positive catalysts for Bitcoin's future, and the shift in narrative between Bitcoin and Ethereum. Additionally, they touch on the use of Micro Strategy as a leveraged Bitcoin ETF and its potential future value.

The podcast discusses the current state of the crypto market and optimism for the future, challenges faced in the ecosystem, embracing struggle and growth, analyzing the stock market and cryptocurrency for the next year, the sustainability of the stock market, and the importance of community and collaboration in the space.