In this week's episode of The Rundown, Shiv and I welcome the show's first guest, Juan Leon, Senior Analyst at Bitwise Asset Management.
Topics covered:
Juan's journey from TradFi to Crypto
Why Bitwise is so bullish on crypto as an asset class
Insights gleaned from Bitwise's recent survey of 437 investment advisors across the US
The merger of TradFi & Crypto
Bitwise's new spot ETF by the numbers (plus bonus insights on the mechanics of how the ETF works on the back end)
Why Bitwise is contributing 10% of the ETF profits to Bitcoin Core Developers
Projections on ETF inflows this year
Likelihood of an ETH ETF
Sector's Juan is excited about in 2024
We hope you enjoy the episode!
Please keep in mind that we pull up a lot of charts and data tables in these discussions. If you’d like to see the visual representation, check out YouTube.
As always, our analysis is powered by onchain data provided by Token Terminal — the leading data & analytics platform for institutional investors.
If you’d like to receive more data-driven analysis of the web3 tech stack as we uncover where the most value will accrue and why, sign up here.
Disclaimer: Individuals have unique circumstances, goals, and risk tolerances, so you should consult a certified investment professional and/or do your own diligence before making investment decisions. The co-hosts are not investment professionals and may hold positions in the assets covered. Certified professionals can provide individualized investment advice tailored to your unique situation. The Rundown and any research and analysis shared is for general educational purposes only, is not individualized, and as such should not be construed as investment advice. The content contained in the show is derived from both publicly available information as well as proprietary data sources. All information presented and sources are believed to be reliable as of the date first published. Any opinions expressed in the report are based on the information cited herein as of the date of the publication. Although The DeFi Report and the author believe the information presented is substantially accurate in all material respects and does not omit to state material facts necessary to make the statements herein not misleading, all information and materials in the report are provided on an “as is” and “as available” basis, without warranty or condition of any kind either expressed or implied.
Share this post