Episode Details
| Title | The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan |
|---|---|
| Date | 10/17/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to see significant growth in ETF inflows over the next few years, potentially reaching new all-time highs by the end of the year. Adding Bitcoin to traditional portfolios can boost returns without increasing volatility.
- “I have high degree of confidence that flows in 2025 will be bigger than flows in 2024. And then I have a high degree of confidence that flows in 2026 will be bigger than 2025.” - Matt (0:05)
- “Adding just 2 a half percent Bitcoin to a traditional portfolio significantly boosts your, your overall return. Right? You know, 50% over this time period. It boosts it multiple percents over a 1 year or 3 year period. And then the important thing is it does that without increasing the standard deviation.” - Matt (36:04)
- “So I think we'll close the year at new all time highs. And, and then I think we'll run from there in 2025. So I wouldn't be surprised if, you know, my my base cases were over $80,000. I wouldn't be surprised if we were significantly over $80,000 by the end of the year.” - Matt (44:02)
- 🟢 $ETH - 🔒
- 🟢 $CRYPTOETF - 🔒