In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:04) Macro Overview
(03:54) Soft Landing vs Hard Landing
(06:09) Bitcoin Seasonality
(09:22) Current Bitcoin Cycle Dynamics
(12:57) Bitcoin Macro Index
(14:41) Future Bitcoin Cycles Won't Matter
(17:10) On-chain Data
(19:50) Bitcoin ETFs
(23:09) Ads
(24:23) Interview Continues
(27:38) Impact of IBIT Options
(29:05) Financialization vs the Bitcoin Ethos
(31:53) The Bitcoin Endgame
(34:44) Leverage & Funding Rates
(38:35) Top Signals
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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.