In this episode, James discusses why he started analyzing bitcoin ETF approvals and net-flows. He explains why bitcoin ETFs were denied for so long, how they got approved in 2024, and how individuals should consider holding real bitcoin vs holding an ETF. We cover the SEC X account hack and other surprises since the ETFs began trading. We even contrast the gold ETFs with the bitcoin ETFs, and discuss what may be the end game of GBTC.
SUPPORT THE PODCAST:
→ Subscribe
→ Leave a review
→ Share the show out with your friends and family
→ Send us an email
[email protected]
TIMESTAMPS:
00:00:00 Intro
00:01:20 Bloomberg and bitcoin
00:05:31 Did you think a bitcoin ETF would be approved before 2024?
00:07:47 Why was it denied for so long?
00:10:33 Will bitcoin play a role in the 2024 election?
00:11:43 Hold your own keys or the ETF?
00:19:15 Will ETFs mute bitcoin’s volatility?
00:21:58 How do you value bitcoin?
00:26:58 SEC Twitter account hack
00:30:16 Surprises since ETF approvals?
00:33:31 End game of GBTC?
00:37:15 Can ETFs increase their fees?
00:40:34 Gold ETF vs bitcoin ETFs
00:46:47 Can the gold market be manipulated via ETFs or futures?
00:49:44 What do most not understand about the bitcoin ETFs?
00:55:16 Closing thoughts
WHERE TO FOLLOW US:
→ Unchained Twitter: https://twitter.com/unchainedcom
→ Unchained Linkedin: https://www.linkedin.com/company/unchainedcom
→ Unchained Newsletter: https://unchained.com/newsletter
→ James Seyffart’s Twitter: https://twitter.com/JSeyff
→ Joe Burnett’s Twitter: https://twitter.com/IIICapital