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Crypto Moves #3 – The ETF Opens the Floodgates for the Long Term

Crypto Moves #3 – The ETF Opens the Floodgates for the Long Term

We align with the market consensus that the approval of a Bitcoin spot ETF in the US is imminent. Given this widespread belief, we contend that this ETF might already be priced in, particularly considering the risk of Grayscale releasing billions of dollars’ worth of bitcoins into the market. Our assessment leans towards anticipating more downward selling pressure than the opposite, contrasting with the prevailing market sentiment.

Crypto Moves #3 – The ETF Opens the Floodgates for the Long Term

Crypto Moves #2 – The Worst in Pricing Supply Shocks

There have been three Bitcoin halvings in total, and each time, Bitcoin has reached a new all-time high within a maximum of 1.5 years. Observing many of the same factors present in the three prior halvings, we argue that history is likely to repeat itself after the fourth halving in April 2024.

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