Stephan Livera Podcast

Tracking the new Bitcoin ETFs with Thomas Fahrer SLP560

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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
            • ...more
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            Stephan Livera PodcastBy Stephan Livera
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