Inside the episode
Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto.
Today we talked to Alex about the bull vs. bear case for the BTC ETF.
TIMESTAMPS
0:00 Intro
7:25 Spot BTC Interests
9:15 Breaking Down Alex's Thread
18:20 Spot BTC Pipeline & Next Steps
28:00 Inflows Into Bitcoin ETF
30:00 Predicting How Investors Will Invest
32:30 BTC Price Impact
42:20 Estimated BTC Price Prediction
46:15 Predicting Timeline
49:40 BTC ETF Marketing
52:00 The Bear Case for BTC ETF
1:02:30 Marijuana Analogy
1:04:30 ETH ETF Argument
1:09:50 Galaxy Brains
1:11:30 Closing & Disclaimers
RESOURCES
Alex
https://twitter.com/intangiblecoins
Galaxy Brains Podcast
https://www.galaxy.com/insights/podcasts/galaxy-brains/