1h 26 min

The Bull and Bear Cases for Bitcoin with Meltem Demirors & Nic Carter The Derivative

    • Investimenti

Bitcoin started the year with a bang, rising up above $41k before falling back into the 20ks, and settling in the mid 30ks lately. It was at $5k in March 2020! Yet it feels way different, and dare we say – less volatile – this time. How are we supposed to interact with bitcoin, how do you capitalize on the volatility, and where does it fit into investor portfolios overall? We have two big-time bitcoiners on with us today to go over it all – Meltem Demirors, Chief Strategy Officer at CoinShares, and Nic Carter, Partner at Castle Island Ventures and Cofounder at Coinmetrics. In this episode we’re talking about: finally not being the most volatile asset, bitcoin futures contract, crypto buyers jumping to options & vice versa, ethos of decentralization, your digital footprint, capturing volatility, risks in owning bitcoin, bitcoin as a trading game, adding bitcoin to your portfolio, is bitcoin too expensive right now?, the future of crypto regulation,  the bitcoin price ceiling, bear case of bitcoin, and whether the opportunities are in the coin or the peripheral services.

Chapters:

02:14 = The Strange Digital World

16:32 = Backgrounds, Booms, and Busts

32:08 = The Next Iteration of Crypto & Bitcoin Nation

46:56 = Bitcoin as an Investment

01:06:10 = Defi, Crypto & The State of Bitcoin Success

01:23:04 = Favorites



Follow along with Meltem at @Melt_Dem and CoinShares and with Nic at @nic__carter, Castle Island Ventures, and CoinMetrics.

Here’s the Star Wars infographic mentioned.

And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

Bitcoin started the year with a bang, rising up above $41k before falling back into the 20ks, and settling in the mid 30ks lately. It was at $5k in March 2020! Yet it feels way different, and dare we say – less volatile – this time. How are we supposed to interact with bitcoin, how do you capitalize on the volatility, and where does it fit into investor portfolios overall? We have two big-time bitcoiners on with us today to go over it all – Meltem Demirors, Chief Strategy Officer at CoinShares, and Nic Carter, Partner at Castle Island Ventures and Cofounder at Coinmetrics. In this episode we’re talking about: finally not being the most volatile asset, bitcoin futures contract, crypto buyers jumping to options & vice versa, ethos of decentralization, your digital footprint, capturing volatility, risks in owning bitcoin, bitcoin as a trading game, adding bitcoin to your portfolio, is bitcoin too expensive right now?, the future of crypto regulation,  the bitcoin price ceiling, bear case of bitcoin, and whether the opportunities are in the coin or the peripheral services.

Chapters:

02:14 = The Strange Digital World

16:32 = Backgrounds, Booms, and Busts

32:08 = The Next Iteration of Crypto & Bitcoin Nation

46:56 = Bitcoin as an Investment

01:06:10 = Defi, Crypto & The State of Bitcoin Success

01:23:04 = Favorites



Follow along with Meltem at @Melt_Dem and CoinShares and with Nic at @nic__carter, Castle Island Ventures, and CoinMetrics.

Here’s the Star Wars infographic mentioned.

And last but not least, don't forget to subscribe to The Derivative, and follow us on Twitter, or LinkedIn, and Facebook, and sign-up for our blog digest.

Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit www.rcmalternatives.com/disclaimer

1h 26 min