NEW:
@JoeChalom helped build IBIT and then left BlackRock to run an Ethereum treasury company. He tells us why and breaks down:
📌IBIT's pent-up demand
📌Ethereum has native yield. Bitcoin doesn't. And why that's compelling.
📌Bitcoin's narrative problems.
Watch ⚡️
CHAPTERS:
00:00 Cold Open
01:16 Joe's History Building IBIT At Blackrock
05:26 Regulatory Challenges and Education for Bitcoin ETFs
10:12 Investor Profiles and Demand for Digital Assets
13:05 Ethereum vs Bitcoin: Saylor's Debt Mis-steps?
16:07 The Role of Yield in Ethereum Treasuries
25:11 Investor Profile Of Treasury Investors
27:34 Investor Sentiment and Market Dynamics
31:03 Crypto Market Cycles & How ETFs Change The Game
36:15 Treasury Management Strategies in Volatile Markets
42:42 The Importance of Narratives in Crypto
48:02 Index Inclusion and Market Validation
51:42 The Future of Sharplink & Finance on Ethereum
54:36 Stay Orange - Stay Invested