In part 2 Dan looks at:

• ETFs plug Bitcoin directly into every pension fund, endowment, sovereign wealth fund, high net worth and company buyer
• How the ETF launch will change the narrative around Bitcoin
• BlackRock, Fidelity and other companies will actively promote it
• ESG critique dramatically reduced
• Incentive for wealth managers to allocate 
• BTC boosts performance of every portfolio
• BTC is perfect asset for pension funds and endowments
• Companies will begin to buy as well, take a page out of the Michael Saylor playbook
• All models will be broken.  
• ETFs open the largest pools of capital for the very first time, and available supply keeps getting cut in half