Supply Shock

This podcast delves into hot inflation prints and the Fed's potential rate cuts in 2024. It covers market implications, credit concerns, and comparisons to the 2001 market scenario. They explore plays in higher rates environments, Clear Loop's solution, Kinto's platform updates, and Michael Saylor's involvement in the crypto market. The discussion also touches on institutional involvement in the crypto market, evolving narratives, and policy changes for the future.

Debate on Bitcoin ETF impact, who buys ETFs, passive flows vs hot money. Risks in digital asset trading, cybersecurity with Aura, compliance with Mantra. Algo trading dynamics, wealth manager flows. Role of bonds, rise of crypto among youth, unfairness in financial systems. Ruffer hedge fund's Bitcoin investment.

This week's podcast discusses Bitcoin breaking a new all-time high, institutional capital flowing into cryptocurrencies, risks and incentives in the market, Biden's debate expectations, China's 'uninvestable' status, and global market shifts.

Discussion with Dan Tapiero on the Bitcoin ETF unlock and market outlook. Insights on bullish indicators, market resilience, and the evolution of Bitcoin perception in the financial industry. Topics also include protection against cybercrime, onboarding solutions, and the impact of the Bitcoin ETF launch. Exploration of institutional adoption, market dynamics, and supply and demand dynamics in the crypto market.

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.

Alyssa Choo discusses Coinbase's blowout earnings beat, Bitcoin miners' state, and bullish tailwinds in crypto markets. MANTRA Chain offers blockchain for tokenized assets. They dive into Coinbase's revenue streams, regulatory challenges, fair value increase, and Bitcoin miner investments. Exploring market trends, AI impact, upcoming IPOs, and positive payment space trends.

This podcast touches on the continued rally in markets, Nvidia's impressive earnings, troubles in commercial real estate, Reddit's crypto investments, and more. Discussions also include the impact of inflation on trading strategies, the rise of AI technology, the evolution of investment towards Bitcoin, and the behavior of institutional investors during volatile periods.

This week's podcast explores bullish catalysts for crypto in 2024, high ETF inflows, and Coinbase's earnings. Also discussed are MANTRA Chain's blockchain innovation, market dynamics, and the potential impact of ETF approval on Bitcoin and Ethereum. The episode delves into economic data analysis, market risks, and historical UK economic contexts, providing valuable insights for listeners.

Bitcoin ETF inflows exceeding $4 billion, Coinbase's impressive earnings beat, analysis of the upcoming Bitcoin halving, Clear Loop solving pre-funding issues for digital asset traders, anticipation of ETH spot ETF impact, promotion of a crypto conference with new speakers, and discussion on stablecoins and market trends.

David Choi, Founder of MetStreet Labs, discusses the GBTC 'Widowmaker' trade that blew up in 2021. Topics include mechanics of the GBTC arbitrage trade, the role of Bitcoin lenders, market conditions in 2024, and the consequences of the Widowmaker trade.