A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024. Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- (00:00) Introduction (00:37) The Three Factor Model (03:53) The Relationship Between Liquidity & Bitcoin (06:35) The Bitcoin Halving (11:23) Permissionless Plug (12:34) Grayscale vs The SEC (18:05) Bitcoin's 10-Year Trajectory (24:48) $COIN & $MSTR: Understanding Demand For Crypto (30:48) Capriole’s Macro Index -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.