Making Markets
Episode 14 Quarterly Market Recap: Q4 2023
Making Markets

Episode 14: Quarterly Market Recap: Q4 2023

Making Markets

Episode 14

Quarterly Market Recap: Q4 2023

Eric Golden is the founder of Canopy. We cover the prospects for an ETH ETF, what makes a great trader, and his take on the private markets.

(00:00:00) - Welcome to Making Markets

(00:01:00)  - First question - Thoughts on the Bitcoin ETF approval 

(00:06:26) - What’s next and whether we might see an Ethereum ETF

(00:10:39) - Reasons why an Ethereum ETF might fail

(00:13:23) - Eric’s transition from crypto markets back to traditional markets

(00:18:24) - Transferable skills from succeeding in niche markets  

(00:20:21) - Breaking into markets guarded by gatekeepers 

(00:24:34) - Top market performers living in hyper-paranoid states 

(00:30:56) - Whether or not a 20-year-old Buffett would trade crypto today  

(00:33:11) - General outlook on venture capital speculation writ large 

(00:37:58) - Things to consider about the emerging AI sector in the near future

(00:43:11) - Eric’s crazy idea about algorithms

 

Quarterly Market Recap: Q4 2023

Introduction

Matt
All right, Eric, we are back. We have purposefully delayed this quarterly recap. You might be asking yourself, why several weeks into the year are we doing it now? Well, there was a big announcement we were waiting for, the Bitcoin ETF approval. And not just that we're going to focus on crypto markets here, we are Making Markets broadly, so we're going to be focusing on all markets.

But I wanted to start there. We're going to get to the strong fourth quarter, interesting start to 2024. But given this was once Web3 Breakdowns, we have to hit on this. You are the resident crypto-specialist still. You still have that title. Can you just share thoughts, overview? What are the takeaways? We had this approval earlier last week. What does it mean? Share the knowledge with us, to start.

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