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Bitcoin's Bull Case

Introduction to Matthew and VanEck's Bitcoin ETF

Early Stages of ETF Adoption in the Advisor Community

Corporate Bitcoin Adoption

Drivers of Bitcoin ETF Inflows

Model Portfolios and Bitcoin

Impact of Adding Bitcoin Allocation to Model Portfolios

Current Bitcoin Cycle vs. Previous Cycles

Potential Drawdowns and Cycle Dynamics

Corporate Treasury Strategies and Bitcoin Accumulation

Future of Bitcoin-Related Financial Services

Emerging Themes Beyond Corporate Treasury Plays

Strategic Bitcoin Reserves

Bitcoin Mining and Geopolitics

JP Morgan Allowing Bitcoin ETFs as Collateral

Recognizing Crypto as Assets in Net Worth

Czech Republic Central Bank Study on Holding Bitcoin

Broader Macro and Cycle Dynamics

Base Case for Bitcoin's Four-Year Cycle

Broader Macro and Geopolitical Landscape

AI and its Impact on Productivity

Underreported Aspects of Bitcoin and Capital Markets

Quantum Computing and Bitcoin Security

Diversified Equity Strategies

Vigilance and Competence of Bitcoin Developers

Intersection of Bitcoin, Debt Markets, and Energy Markets

Optimism and Opportunities in the Bitcoin Space

Where to Find More Information

Marty sits down with Matthew Sigel, VanEck's Head of Digital Assets Research, to discuss Bitcoin ETF adoption dynamics, corporate treasury strategies, the evolving institutional landscape, and emerging opportunities in the intersection of Bitcoin with energy infrastructure and traditional finance.
Matthew Sigel on Twitter: <a href="https://x.com/matthew_sigel">https://x.com/matthew_sigel</a>
VanEck digital assets insights: <a href="https://www.vaneck.com/us/en/insights/digital-assets/?p=1">https://www.vaneck.com/us/en/insights/digital-assets/?p=1</a>
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Our newsletter: <a href="https://www.tftc.io/bitcoin-brief/">https://www.tftc.io/bitcoin-brief/</a>
TFTC Elite (Ad-free &amp; Discord): <a href="https://www.tftc.io/#/portal/signup/">https://www.tftc.io/#/portal/signup/</a>
Discord: <a href="https://discord.gg/VJ2dABShBz">https://discord.gg/VJ2dABShBz</a>
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Join the TFTC Movement:
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<a href="https://www.youtube.com/c/TFTC21/videos">https://www.youtube.com/c/TFTC21/videos</a>
Clips YT Channel
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TFTC: A Bitcoin Podcast

#630: Bitcoin's Institutional Adoption Is Just Getting Started with Matthew Sigel

martybent@fountain.fm

OpenSats

Fountain