A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards
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On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024.
Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in!
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(00:37) The Three Factor Model
(03:53) The Relationship Between Liquidity & Bitcoin
(06:35) The Bitcoin Halving
(11:23) Permissionless Plug
(12:34) Grayscale vs The SEC
(18:05) Bitcoin's 10-Year Trajectory
(24:48) $COIN & $MSTR: Understanding Demand For Crypto
(30:48) Capriole’s Macro Index
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.