[30th May Episode] ETH ETF Reaction - Bullish or Bearish?

JUN 13, 2024 • 57 Min

Jose Maria Macedo (Delphi Labs) + 3 others
Jason Pagoulatos
Yan Liberman, CFA, CAIA (Delphi Ventures)
Duncan Reucassel
Jose Maria Macedo (Delphi Labs)
Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. T

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The conversation revolves around the approval of the ETH ETF and its potential impact on the crypto market. There is a discussion on the bullishness of the ETH ETF for the broader crypto ecosystem, particularly for Ethereum and Ethereum-based altcoins. The conversation also touches on the performance of ETH after the ETF approval and the ambiguity surrounding its launch. Specific altcoins like Athena and Lido are mentioned as potential beneficiaries of the ETH ETF. The conversation concludes with a discussion on the potential revitalization of Ethereum altcoins and DeFi as a result of the ETF approval. The conversation covers various topics including the potential impact of cannibalization on the bullishness of Ethereum (ETH) and altcoins, the role of memes in the market, the potential rotation back to ETH NFTs, and the opportunities in on-chain projects. The conversation also touches on the political landscape and its impact on the crypto industry, with a focus on the bullishness of the regulatory shift under the Biden administration. The discussion concludes with a brief mention of the low float/high FTV controversy and a comment on the changing stance of Michael Saylor on the ETF.

 

Chapters

00:00 Introduction and Context Setting
01:25 The Bullish Impact of the ETH ETF
10:14 Potential Beneficiaries: Athena and Lido
13:38 Revitalization of Ethereum Altcoins and DeFi
29:21 Cannibalization and its Impact on Bullishness
30:18 The Role of Memes in the Market
31:16 The Potential Rotation Back to Ethereum NFTs
35:04 The Impact of Exchanges on Launches
37:21 The Bullish Regulatory Shift Under the Biden Administration
45:51 The Political Landscape and its Impact on the Crypto Industry
54:35 Michael Saylor’s Changing Stance on the ETF

Listen On:

Jose Maria Macedo (Delphi Labs) + 3 others
Jason Pagoulatos
Yan Liberman, CFA, CAIA (Delphi Ventures)
Duncan Reucassel
Jose Maria Macedo (Delphi Labs)

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