The INSANE Bitcoin Super Cycle Thesis

Jeff Park is the Head of Alpha Strategies at Bitewise Asset Management. In this conversation, we discuss the big deal about bitcoin ETF options, bitcoin volatility, why Bitewise recently bought 2 companies, what he expects to see in public markets, how Wall Street is using bitcoin ETFs, and what that means for you.

TIMSTAMPS:
0:00 - Intro
1:19 - Bitcoin ETF options
10:14 - Bitcoin vs other assets
15:49 - Price movement upside
25:54 - Trading landscape
30:05 - Crypto industry
35:05 - Bitwise Asset Management
39:36 - Future market outlook
43:38 - Risk of institutional adoption

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[guygerard]

Thanks for making me feel dumb Jeff Park 😂

[James-wmwi]

Just need 30 more years of college and I think I will fully understand this podcast.

[swordandscale]

This video was more educational than all of grade school.

[kstessel]

That dude went over my head in the first 45 seconds. I'm hanging on to grasp everything thought.
Wen will the 5 year old edition come out? 😅

[michaelberico]

Amazing that he understands options so thorougly, how they effect stocks in general and how they will uniquely impact spot BTC! I'm not sure if I'll ever totally understand everything here but I've listened to this podcast twice now and feel like I understand BTC and options a little bit deeper and a little bit wider now!

[mfj]

Thanks Pomp for bringing this guy onto your show. I don't understand everything he is saying --> but listening to him is like watching beautiful art, that cannot always be expressed in a single set of words, but intuitively it moves and enlightens you in unexplained ways --> and that is wonderful.

[alexanderchenf]

The quality of this channel blows my mind

[miketocci]

That was extremely informative. I didn’t think about all the ways options will affect the market. Jeff explained it very well. That’s alpha

[dougbannister]

sharp guy! you are too Pomp and thanks for having this guy to splain things!

[trevorcallahan]

That was some nerdy ass info, but I enjoyed every minute of it.

[drewcave]

Wow, what a smart well spoken fellow who is representing Bitwise well. Great questions posed as always Pomp.

[KG-mrfq]

I have come to the conclusion that when and if youtubers and bitcoin notables stop talking about price action but rather educate ppl on running their own bitcoin nodes then we will have a tsunami like bitcoin adoption.

[liamsworld]

I just purchased your audio book I will start listening tomorrow morning on my way to work

[wayneamos]

Thanks for the video update Team Pomp 👏

[Ada-Hed]

Oooof, I just listened to Saylor talking about NOT touching layer 1 features/functionality as it could seriously impact the future of BTC

[vv]

Superior chat, Jeff's out there. The Bitcoin ETF buyers are missing out on all of the benefits of spot held on a hardware wallet, except fiat price.

[shuffli]

Buying into the Super cycle nonsense, is exactly how you leave the cycle with zero dollars.

[frenznfamily]

Jeff park is one of the sharpest analysts I’ve heard, great thoughts about PMF for each chain.

[CampTeslaFun]

That was excellent. Made me consider some things about institutional participation I hadn’t fully thought through yet. Bookmarked to study again later. Thanks!

[Chaicowski]

That's another good point. A focus on price vs quantity. That's a pretty impressive insight to be able to elaborate on. It's really the core of the Bitcoin paradigm shift.