The INSANE Bitcoin Super Cycle Thesis

Jeff Park is the Head of Alpha Strategies at Bitewise Asset Management. In this conversation, we discuss the big deal about bitcoin ETF options, bitcoin volatility, why Bitewise recently bought 2 companies, what he expects to see in public markets, how Wall Street is using bitcoin ETFs, and what that means for you.

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TIMSTAMPS:
0:00 - Intro
1:19 - Bitcoin ETF options
10:14 - Bitcoin vs other assets
15:49 - Price movement upside
25:54 - Trading landscape
30:05 - Crypto industry
35:05 - Bitwise Asset Management
39:36 - Future market outlook
43:38 - Risk of institutional adoption

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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