Bitcoin ETF Inflows Continue | 1000x

Bullish:

• $BTC - Bitcoin has demonstrated remarkable resilience, surviving multiple challenges including low interest rates, periods of apathy, and regulatory pressures. Its repeated strong rallies suggest it's becoming an increasingly robust and attractive investment.

  • “This is now the 4th or 5th time that Bitcoin is having this just like rip roaring rally, and you just can't fucking write it off anymore. It survived low interest rates. It survived the period of apathy. It survived the SEC onslaught. Survived all these things.”

    Avi·0:00
• $ETHBTC - The ETH/BTC ratio is expected to increase significantly in the next 2-4 months, potentially reaching 0.065, driven by the anticipation of ETH ETFs and continued inflows into spot BTC products.

  • “ETH is the next product. That is the next thing that's gonna get productized in ETF form. You might see out you might continue to see inflows into the spot BTC product. Maybe the ratio goes to 0.48, 10%, but it's I think at some point in the next 2 to 4 months, you're gonna see this ratio at 665.”

    Jonah·6:38
• $CRYPTOETF - Q1 is seen as a crucial period for crypto ETFs, with larger institutional players entering the market. This trend is expected to continue, potentially leading to increased adoption and investment in crypto ETFs.

  • “I think q one is gonna be q one is an interesting one. Because the only people that are buying now are the people that actually decided, you know, a lot of the a lot of the bigger bigger players that are willing to get into this market, they either decided in q 4 of last year or they expedited some processes, to buy.”

    Jonah·22:46
• $LAYERONE - There's potential for underperforming mid and large-cap altcoins, such as Solana and Matic, to see significant gains relative to Bitcoin. New allocators entering the market in Q2 may drive this trend.

  • “So so one thing one thing I'm looking for is that, there there might there there are a lot of there are a lot of mid caps and large caps that have actually underperformed. I mean, if you look at Solana relative to BTC, you look at Matic in a huge way versus versus BTC, maybe around q 2, I have this half formed thesis that the new allocators that are coming in are gonna pump some of these some of these assets.”

    Jonah·24:41
• $XRP - Ripple's equity was seen as undervalued compared to its assets, including XRP tokens, cash, and venture investments. This discrepancy presented a compelling investment opportunity.

  • “We started buying a lot because you could buy the equity for 1 to 1,500,000,000, and they had about 25 to $30,000,000,000 worth of a variety of different things on their balance sheet. Mostly in Ripple token, but also cash, also their venture investments, lot of lot of different things.”

    Jonah·35:32
• $DEFI - There are opportunities in DeFi projects, particularly those that faced regulatory pressure but haven't been fully repriced. Specific mentions include dYdX and SNX, among other DeFi products.

  • “My my mind is around things like dydx, s and x, a lot of DeFi products, but I think that there I think that there are a lot of opportunities out there to start picking up things that the regulators tried to stomp on, and they haven't necessarily been repriced yet.”

    Jonah·39:00