celo

Bankless Weekly Rollup
Last Week of 2023

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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0:00 Intro
6:00 Markets 1 Year Ago
8:00 Base
https://help.coinbase.com/en/coinbase/other-topics/other/base
10:00 SVB
https://en.wikipedia.org/wiki/Collapse_of_Silicon_Valley_Bank
12:30 Balaji’s Bitcoin Bet
13:40 Scammers Arrested
15:00 Arbitrum Airdrop
17:00 Bitcoin Ordinals
22:40 Friend.tech
26:20 Pudgy Penguins IP
30:00 SEC Losing in Court
35:20 SEC Suing Exchanges
36:30 Michael Saylor Buying Bitcoin
39:35 CZ Steps Down
43:25 Solana Boom
47:00 Celestia and Jito Airdrop Season
49:45 Where We Are Now
52:30 Looking to 2024

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Not financial or tax advice. See our investment disclosures here:
https://bankless.com/disclosures

Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto. 

Today we talked to Alex about the bull vs. bear case for the BTC ETF. 

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🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT 

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🔐 Get a Free Trial of Doppel
https://bankless.cc/doppel 

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BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2 ⁠ 

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask 

⚖️ ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum ⁠ 

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku 

🦄UNISWAP | ON-CHAIN MARKETPLACE
⁠https://bankless.cc/uniswap 

🔗 CELO | CEL2 COMING SOON
https://bankless.cc/Celo 

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TIMESTAMPS

0:00 Intro
7:25 Spot BTC Interests
9:15 Breaking Down Alex's Thread
18:20 Spot BTC Pipeline & Next Steps
28:00 Inflows Into Bitcoin ETF
30:00 Predicting How Investors Will Invest 
32:30 BTC Price Impact 
42:20 Estimated BTC Price Prediction 
46:15 Predicting Timeline
49:40 BTC ETF Marketing 
52:00 The Bear Case for BTC ETF
1:02:30 Marijuana Analogy 
1:04:30 ETH ETF Argument 
1:09:50 Galaxy Brains 
1:11:30 Closing & Disclaimers 

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RESOURCES

Alex
https://twitter.com/intangiblecoins 

Galaxy Brains Podcast
https://www.galaxy.com/insights/podcasts/galaxy-brains/ 

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Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures