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

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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