The Last Trade E049: Invert, Always Invert with Fidelity’s Chris Kuiper
The Last Trade 5/10/24
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Marty Bent, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It’s not just another asset – in the digital age, it’s the Last Trade that investors will ever need to make.
0:00 – Welcoming back Fidelity’s Chris Kuiper
2:23 – Recapping the last seven months
4:06 – ETF flows & identifying buyers
7:44 – Unlocking new demand from advisors
13:50 – Invert, always invert
17:47 – Reflexivity of demand & rebalancing
23:49 – Breaking down bitcoin’s volatility
30:51 – Halving retrospective & supply dynamics
37:41 – Long-term holders & redistribution
44:47 – A message from Onramp
45:03 – Gold is the new bonds & bitcoin is the new gold
47:56 – Corporate treasury adoption of bitcoin
52:52 – Game theory of bitcoin adoption
57:25 – Global liquidity & macro correlations
1:02:56 – Addressing apprehensions in bitcoin education
1:12:25 – The importance of custody & wrapping up
Fidelity Research Reports:
A Closer Look at Bitcoin’s Volatility
2024 Bitcoin Halving: Top 5 FAQs
Q1 2024 Signals Report
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/