Supply Shock

On the Margin: The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan


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In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy!

Follow Matt Hougan: https://x.com/Matt_Hougan

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Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

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MANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.

Learn more: https://www.mantrachain.io/

Timestamps:

(00:00) Introduction

(01:51) BTC vs ETH ETFs

(03:18) Success of BTC ETFs

(04:28) Marginal Buyers of Crypto ETFs

(06:49) Lackluster ETH ETF Flows

(08:45) Surprise ETH ETF Approval

(09:56) Value Proposition of Ethereum

(12:41) Sacrificing ETH Utility in ETF Wrapper

(13:55) Crypto ETF Options

(18:38) The Future of Crypto ETFs

(21:51) Bitwise Filing Process

(23:27) Biggest ETF Misconceptions

(26:17) Advertisements

(27:32) Compliance Process

(29:43) Election & Regulation

(33:18) Regulatory Clarity

(36:03) Incorporating Bitcoin Into A Portfolio

(40:00) Gold vs BTC

(42:10) Crypto Market Forecasts

(44:29) Learn More About Matt & Bitwise


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.

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