E24 - Aditya Das on ETFs, Scaling, and Macro Trends
Description
Aditya Das is a crypto analyst and writer with a background in applied economics working with Brave New Coin and the Techemy Group analysing macro trends in the crypto and wider markets. In this conversation Aditya and I cover the Bitcoin ETF and it acting as a gateway for an Ethereum ETF, broader Ethereum scaling solutions such as proto danksharding and layer 2 mechanisms. We touch on the halving, US elections, and the tokenisation of real world assets including stablecoins.
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Timestamps:
00:00 intro
01:07 background & Silk Road
06:40 applied economics
09:03 Bitcoin ETF
16:16 GBTC outflows
19:41 Ethereum ETF
24:31 scaling Ethereum
33:33 halving
40:37 US election
44:20 new projects
47:41 stabull.finance
51:51 tokenised realworld assets
56:00 rapidfire
59:03 fin
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Some notes from the show:
- Brave New Coin https://bravenewcoin.com/
- American Kingpin by Nick Bolton https://www.goodreads.com/book/show/31920777-american-kingpin
- Ross Ulbricht https://freeross.org/
- Aaron Schwartz https://en.wikipedia.org/wiki/Aaron_Swartz
- Bitcoin ETF tracker https://www.tradingview.com/markets/etfs/funds-bitcoin/
- Grayscale GBTC https://decrypt.co/resources/gbtc-everything-you-need-to-know-about-the-grayscale-bitcoin-trust
- XRP not a security https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13/
- ETH ETF tracker https://blockworks.co/ethereum-etf
- BTC-ETH correlation https://www.blockchaincenter.net/en/crypto-correlation-tool/
- Danksharding https://cointelegraph.com/explained/danksharding-and-proto-danksharding-explained
- halving countdown https://www.nicehash.com/countdown/btc-halving-2024-05-10-12-00
- Powell on 60 Minutes https://www.cbsnews.com/news/full-transcript-fed-chair-jerome-powell-60-minutes-interview-economy/
- Ramblocks https://www.ramblocks.com/
- Stabull Stablecoin AMM https://stabull.finance/
Contact Aditya:
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Recorded at blockheight 829267. The BCNZ podcast was founded in 2022 by Jeff Nijsse and Bryan Ventura.