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