24 (BTC ETFs launch, more ETF, even more ETF) (EP.498)

On The Brink with Castle Island

English - January 12, 2024 11:00 - 41 minutes - 57 MB - ★★★★★ - 272 ratings
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Previous Episode: Matt Hougan (Bitwise) on the approval of spot Bitcoin ETFs (EP.497)

Next Episode: Weekly Roundup 01/19/24 (ETF winners, Dimon's Satoshi theory, Lutnick on Tether) (EP.499)

Matt and Nic are back for a historic week in the history of Bitcoin. In this episode:

Spot ETF approved and starts trading Why day 1 flows might disappoint but longer term flows could materialize Day 1 price action review The GBTC conversion effect ETF scoreboard after one day of launch The SEC’s multiple SNAFUS in their ETF launch Gensler’s grudging approval and his questionable logic Commissioner Crenshaw’s dissent Gensler may have made a strategic mistake in his dissent Prospects for an ETH ETF What’s next for the Bloomberg ETF boys Did Bitcoin change tradfi Fidelity is harvesting goodwill ETF fee review

Sponsor notes

Market Structure on the Cusp of Spot Bitcoin ETFs In Coin Metrics State of the Network Issue 241, we explore digital asset market structure on the cusp of spot Bitcoin ETFs