Bitcoin, Ethereum, and an Institutional Perspective

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(00:02:00) - (First question) - Exploring Bitcoin cycles, regulatory challenges, macro factors, and future potential outcomes

(00:05:40) - Bitcoin's price tied to supply drop impact versus narrative-driven price changes

(00:08:19) - Ethereum's technology fuels apps, while Bitcoin's scarcity enhances worth

(00:13:37) - Harmony of Ethereum's tech and Bitcoin's simplicity

(00:16:53) - Bitcoin scales while preserving decentralization, Ethereum offers diverse applications

(00:19:42) - Bitcoin's Ordinals sparked debate between change and preservation

(00:22:37) - Considering ETFs for Bitcoin in 2023 amid legal challenges

(00:26:30) - Institutional interest in ETFs could impact crypto governance

(00:28:24) - XRP's legal outcome surprised many, impacting altcoins, but industry's understanding is evolving

(00:30:49) - Allocations vary based on macro views and investor type, with Bitcoin and Ethereum leading

(00:34:18) - Asia leads crypto adoption due to currency norms, digital payments, and regulatory differences

(00:37:11) - Allocating crypto in portfolios tricky due to limited data for future returns

(00:38:5) - Valuing crypto tough due to lack of data, diverse use cases, and speculation

(00:42:43) - Ethereum's potential for real-world assets on chain and the evolving tech landscape 

(00:45:20) - What he is most excited to build over the next six months and six years