Bitcoin ETF?

Discussion in 'Crypto Assets' started by long, Oct 21, 2023.

  1. schizo

    schizo

    Blackrock definitely will muscle their way in, as that Youtuber commented. They're on the board of just about all of the S&P500 companies. Would they not be able to "persuade" these companies to adopt bitcoin as a medium of exchange?
     
    #11     Oct 22, 2023
    johnarb likes this.
  2. johnarb

    johnarb

    Not medium of exchange, collateral asset, like a global reserve asset to replace sovereign debt that are crashing

    Blackrock, Fidelity, et al, will store all the bitcoins in cold wallets with their custodial partner Coinbase and create loans against them, being the foundation of creating trillions of new money like banks create money through new debt issuance

    Prolly nothing...
     
    #12     Oct 22, 2023
  3. long

    long

    I’m a futures guy and I was sure that price would crash as soon as the BTC contract was started. In my mind it was the first time that people would have the opportunity to short the stuff after a long run where could basically only buy it. I was dead wrong and it went up.

    Your comment on 5x leverage is a little off. Even though 5x leverage is technically correct isn’t not sustainable. If you buy/sell all the contracts your account can cover and the market goes against you immediately you’re squeezed out. My rule for number of contracts is 1x to 2x in any market. I get leverage by trading several markets. I only get squeezed if all of my positions are against me (yes it has happened). I personally believe that BTC is going up. I think that Fink leaked the fake news to see how the market would react and he seems VERY happy about the reaction during his interviews.

    I started this thread after learning that there are already 7 ETF’s out there. I was thinking that was enough and that adding one more wouldn’t be a major event. I now realize that I was naive in not accounting for Blackrocks size. I’m not putting more than 5% of my assets in it but I am thinking of buying crypto as Christmas gifts this year!
     
    Last edited: Oct 22, 2023
    #13     Oct 22, 2023
    NoahA, johnarb and semperfrosty like this.
  4. long

    long

    Holy schnikes! That sounds like Bond villain level manipulation….

    They’re going to pull off George Straight’s con by actually creating oceanfront property in Arizona. I mean really? Will the Fed view the crypto as actual assets and lend a bank actual money against it? What is the current ratio the banks can borrow from the fed? I’m thinking 10:1? That will be TRILLIONS of new dollars created. Holy fook!!!
     
    Last edited: Oct 22, 2023
    #14     Oct 22, 2023
    johnarb likes this.
  5. It is one of those trades where everyone has the same position, the news comes out and then...

    ...drum roll...

    ... it goes the opposite way before it plays out.
     
    #15     Oct 22, 2023
  6. Keep us posted on the xmas gift idea.

    How are you thinking you would do that? Gifting of a funded wallet?
     
    #16     Oct 22, 2023
    johnarb likes this.
  7. johnarb

    johnarb

    Not quite with that much leverage, more like equities type of leverage, margin, same as other etf's,

    If Blackrock owns 1M bitcoins and price per btc has gone up to $1M/btc, at 50% ltv, $500B of new money (liquidity creation), if my math is not off, not a math-wiz

    The real magic is when those $500B gets deposited to the TradFi banks, i.e. JPM, BofA et al and those deposits are leveraged 20 to 1
     
    #17     Oct 22, 2023
    long, Tokenz and semperfrosty like this.
  8. long

    long

    Spu
    Sounds familiar…..
     
    #18     Oct 22, 2023
  9. long

    long

    Had
    Haven’t worked that out yet
     
    #19     Oct 22, 2023
  10. long

    long

    That’s the part I was thinking of. When banks can count BTC as an asset like cash deposits and real estate leins they will be able to leverage it with the fed to borrow funds to lend out. Using your figures it would allow banks to borrow $10T (trillion) to lend out just on the BTC assets alone. I just pissed my pants.
     
    #20     Oct 22, 2023
    johnarb likes this.