Bitcoin's Role In The Debt End Game | Jonah Van Bourg

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Jonah Van Bourg Director at Onyx & Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game & the outlook for an Ethereum ETF in 2024 & beyond. To hear all this & more, you'll have to tune in! -- Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jonah: https://twitter.com/jvb_xyz Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a... Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (05:05) Trading Crypto & Commodities (14:03) Copper Ad (18:04) Macro Outlook In 2024 (28:22) The Debt End Game (31:05) The Bitcoin ETFs (35:55) Das London Plug (37:12) The Bitcoin Thesis (44:53) The Crypto Thesis (48:54) Ethereum ETF (55:18) Final Thoughts -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.