Bitcoin ETFs: Bullish or Bearish? with Alex Thorn

Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto. 

Today we talked to Alex about the bull vs. bear case for the BTC ETF. 

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TIMESTAMPS

0:00 Intro
7:25 Spot BTC Interests
9:15 Breaking Down Alex's Thread
18:20 Spot BTC Pipeline & Next Steps
28:00 Inflows Into Bitcoin ETF
30:00 Predicting How Investors Will Invest 
32:30 BTC Price Impact 
42:20 Estimated BTC Price Prediction 
46:15 Predicting Timeline
49:40 BTC ETF Marketing 
52:00 The Bear Case for BTC ETF
1:02:30 Marijuana Analogy 
1:04:30 ETH ETF Argument 
1:09:50 Galaxy Brains 
1:11:30 Closing & Disclaimers 

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RESOURCES

Alex
https://twitter.com/intangiblecoins 

Galaxy Brains Podcast
https://www.galaxy.com/insights/podcasts/galaxy-brains/ 

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Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures