Episode Details
| Title | On the Margin: The Last Bitcoin Cycle That Matters | Charles Edwards |
|---|---|
| Date | 9/26/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BITCOINETFS - Bitcoin ETFs are expected to unlock significant demand for Bitcoin, with institutional adoption likely to increase over time due to the quarterly and half-yearly decision-making processes of large institutions.
- “I think that there's a huge amount of supply demand, sorry, that is unlocked by the ETFs. And it's also important to consider that a lot of these institutional level decisions happen on a sort of quarterly, half yearly basis at board meeting reviews, and nothing happens quickly.” - Charles (25:45)
- 🟢 $BTC - 🔒
- 🟢 $GOLD - 🔒
- 🟢 $CENTRALBANKS - 🔒