Episode 84 Bitcoin, Ethereum, and an Institutional Perspective

Episode 84: Bitcoin, Ethereum, and an Institutional Perspective

Episode 84

Bitcoin, Ethereum, and an Institutional Perspective

Jack Neureuter is a Senior Research Analyst at Fidelity Digital Assets. We cover where we are in the Bitcoin Cycle, the right frameworks to view Bitcoin and Ethereum, and how institutions look at Crypto.

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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 

 

Bitcoin, Ethereum, and an Institutional Perspective

Introduction

Eric
This is Eric Golden. And my guest today is Jack Neureuter. Jack is a Senior Research Analyst at Fidelity Digital Assets, where he helps institutions make sense of the crypto ecosystem. Our conversation centers on three main themes; Bitcoin, Ethereum, and the institutional view on crypto.

We start by talking about where we are in the bitcoin cycle. We then cover the Taproot upgrade, the XRP court case, and how institutions think about allocating the crypto. Please enjoy my conversation with Jack Neureuter.

The Bitcoin Cycle

Jack, thank you for joining me today. After reading your papers following your quarterly write-ups, and more recently, you've been talking about the bitcoin cycle, how it looks like other past cycles. But we're obviously at a very unique time on the regulatory front with both the potential approval of ETFs with SEC cases against exchanges and a very interesting macro backdrop. So I thought a fun place to start would be, how are you feeling about where Bitcoin is? How does this play into your views of cycles and where Bitcoin may be going?

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