Episode Details
| Title | Guilhem Chaumont: Following the Flow Into Crypto’s Next Growth Phase |
|---|---|
| Date | 4/16/2025 |
| Podcast | The Delphi Podcast ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is becoming a long-term investment similar to gold, with investors adopting multi-decade holding strategies as evidenced by recent ETF flows.
- “Now the people who invest most of the flow in particularly in Bitcoin do not have an eighteen months horizon anymore. I think and and I think when you look at the flow of the ETFs recently, you clearly see it's it's a it's a multi decade TWAP, and money is just flowing in and is and is holding it in a similar fashion that people have been holding their gold, for instance.” - Guilhem (11:00)
- 🟢 $STABLES - 🔒
- 🟢 $TOKENIZE - 🔒
- 🟢 $REGULATION - 🔒