jimferraioli
@jimferraioli
Head of Crypto Research @CharlesSchwab and @SchwabResearch. Disclosures:
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As a long time listener of @Bankless it was awesome to join @TrustlessState for an episode.
0:00 Intro
3:15 Who Schwab Clients Are
5:42 First-Cycle Bitcoin Pain
8:45 Bitcoin Isn’t Digital Gold
15:46 Retail Gives Way to Institutions
20:27 ETF Flows and Allocations
22:59 Saylor, Strategy, and Bitcoin
28:23 Crypto’s Quiet Recession
36:38 Ether as Liquid VC
43:15 How ETH Price Rises
48:13 Perps, Hyperliquid, and Defense
54:05 Reading Crypto Signal
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