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Which podcasts are discussing GBTC?
10 ATTRIBUTED IDEAS · 9 EPISODES · 4 SHOWS
The shows
What Bitcoin Did
Forward Guidance
The Pomp Podcast
Wealthion - Be Financially Resilient
Where the discussion went deepest
17 JUL4W AGOWHAT BITCOIN DID · 25:56
Bitcoin treasury stocks present structural relative underperformance
“The guest argued that Bitcoin treasury companies are a suboptimal, highly misaligned proxy for direct Bitcoin ownership, ultimately delivering less Bitcoin per share to equity holders.”
Why MSTR Will Underperform Bitcoin
Core thesis · 5/5Verify in source →
14 APR14 APRTHE POMP PODCAST · 05:30
Bitcoin's structural bull case: scarcity and Wall Street adoption
“The bull case made for Bitcoin is that its fixed scarcity becomes uniquely valuable in a world of monetary abundance, a thesis now being validated and accelerated by major Wall Street firms launching ETFs.”
Wall Street Is ALL-IN On Bitcoin
Core thesis · 5/5Verify in source →
25 FEB25 FEBFORWARD GUIDANCE · 03:30
Crypto ETF outflows from institutional sellers
“The guest argued that 13F filings revealed net selling of crypto ETFs by investment advisers and hedge funds in Q4 2024, contributing to recent outflows.”
What ETF Flows Are Telling Us About Investor Appetite
In depth · 4/5Verify in source →
28 JUL2W AGOWHAT BITCOIN DID · 06:18
Converting Bitcoin ETFs to real Bitcoin via RBX
“Swan's Real Bitcoin Exchange (RBX) is framed as a tax-efficient mechanism to transition out of fee-bearing spot ETFs like GBTC into self-custodied native Bitcoin.”
Bringing Back The Bitcoin Bull Market
Substantive discussion · 3/5Verify in source →
19 MAY19 MAYWEALTHION - BE FINANCIALLY RESILIENT · 45:00
All commodities now depend on the stock market
“The thesis presented was that most commodities, especially metals and cryptos, have become highly dependent on the stock market continuing to rise.”
Gold Is Flashing a Warning · with Wealthion
Substantive discussion · 3/5Verify in source →
25 FEB25 FEBFORWARD GUIDANCE · 08:00
Crypto ETFs holding up well despite outflows
“The guest argued that, relative to the historical volatility of crypto, the ETF outflows have been modest and the products are holding up exceptionally well.”
What ETF Flows Are Telling Us About Investor Appetite
Substantive discussion · 3/5Verify in source →
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