Tracking the new Bitcoin ETFs with Thomas Fahrer SLP560

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