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Tracking the new Bitcoin ETFs with Thomas Fahrer SLP560
MP3•Episode home
Manage episode 409664139 series 2408472
Content provided by Stephan Livera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephan Livera or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thomas Fahrer, co-founder of Apollo joins me to talk about the Bitcoin ETFs. We talk:
- Analysing the Bitcoin ETFs
- What further institutional adoption looks like
- How much capital could flow into Bitcoin
- The Bitcoin FOMO scenario
- Disagreements on the power law model
- MSTR and Bitcoin
Links:
- X: @thomas_fahrer
- Site: Heyapollo.com
Sponsors:
- Swan.com (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on X: @stephanlivera
- Subscribe to the podcast
- Subscribe to Substack
Chapters:
- 00:00 - Introduction and Background
- 03:02 - The Significance of Bitcoin ETFs
- 13:33 - Rebalancing and Volatility
- 21:19 - Grayscale's Declining Bitcoin Holdings
- 25:41 - Swan.com
- 27:00 - Mempool.space
- 27:45 - Coinkite.com
- 33:35 - Possible Motivations for Grayscale's Actions
- 34:03 - Successful ETF Launch and Consistent Demand
- 37:23 - Bitcoin Price Rise and Demand - Supply Dynamics
- 39:44 - Volatility and Orderly Transition
- 41:07 - Bitcoin's Historical Price Patterns
- 44:05 - Flaws in Power Law Model
- 45:05 - Bitcoin's Potential to Replace Traditional Assets
- 46:41 - Flaws in Power Law Model and Fiat Currencies
- 50:11 - Importance of Fundamental Analysis
- 51:38 - Bitcoin's Bullish Case and Fundamental Properties
- 58:51 - Closing Thoughts
583 episodes
MP3•Episode home
Manage episode 409664139 series 2408472
Content provided by Stephan Livera. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephan Livera or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Thomas Fahrer, co-founder of Apollo joins me to talk about the Bitcoin ETFs. We talk:
- Analysing the Bitcoin ETFs
- What further institutional adoption looks like
- How much capital could flow into Bitcoin
- The Bitcoin FOMO scenario
- Disagreements on the power law model
- MSTR and Bitcoin
Links:
- X: @thomas_fahrer
- Site: Heyapollo.com
Sponsors:
- Swan.com (code LIVERA)
- CoinKite.com (code LIVERA)
- Mempool.space
Stephan Livera links:
- Follow me on X: @stephanlivera
- Subscribe to the podcast
- Subscribe to Substack
Chapters:
- 00:00 - Introduction and Background
- 03:02 - The Significance of Bitcoin ETFs
- 13:33 - Rebalancing and Volatility
- 21:19 - Grayscale's Declining Bitcoin Holdings
- 25:41 - Swan.com
- 27:00 - Mempool.space
- 27:45 - Coinkite.com
- 33:35 - Possible Motivations for Grayscale's Actions
- 34:03 - Successful ETF Launch and Consistent Demand
- 37:23 - Bitcoin Price Rise and Demand - Supply Dynamics
- 39:44 - Volatility and Orderly Transition
- 41:07 - Bitcoin's Historical Price Patterns
- 44:05 - Flaws in Power Law Model
- 45:05 - Bitcoin's Potential to Replace Traditional Assets
- 46:41 - Flaws in Power Law Model and Fiat Currencies
- 50:11 - Importance of Fundamental Analysis
- 51:38 - Bitcoin's Bullish Case and Fundamental Properties
- 58:51 - Closing Thoughts
583 episodes
All episodes
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