Bitcoin supply crunch and institutional FOMO: Crypto market-maker breaks down the bull run

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“There has been an uptick in activity, primary listings are going parabolic, and the initial listing multiples on price discovery are three times higher than where they were a year ago,” he said. “Volumes are up more than 150% from last year. Price discovery used to last for a day and a half – now it's six days long. So the metrics are green.”

He said this has had a “trickle-down” effect that has also helped boost the prices of altcoins, and which shows no signs of slowing. This is especially true when considering that there aren’t enough Bitcoins for every millionaire on the planet to own one Bitcoin, he noted. “These large institutions are very slow-moving vehicles,” he said. “When you think banks, mutual funds, and pension funds, those are like huge animals that are super slow to move. And it takes time to train their teams internally to offer those products to their clients and for clients to become accustomed to those products. So we haven’t seen all the potential that ETFs hold yet.”

Delta hedging involves the recipients of options hedging the value of those options as a form of protection. “The strategy involves selling as the price goes up for a call option, and buying as the price goes down. If you think about this from a liquidity standpoint, it’s going to further increase the volatility,” he said.

When asked what could be the source of the next downfall, Benayoun said there are two kinds of mindsets when it comes to crypto, and Bitcoin more specifically. “Two cycles ago the ATH didn’t get hit for several months out, and last cycle it took six months after the halving to hit a new high,” he said. “Now, we’ve hit a new high ahead of the halving, which is unprecedented.”

“Having these competing mechanisms is something that we’ve never seen before, so it’s interesting to see what’s going to happen here,” Benayoun said. “Overall, I think the halving is very positive news for Bitcoin and for the rest of the industry.” “This is a segment of the market that has been vastly misunderstood by the industry, especially prior to 2017,” he said. “There was a lot of manipulation going on by so-called market makers, and there were a lot of predatory practices. There were some pretty big named market makers out there that had established certain predatory models, and that got the community concerned.”

“The only difference compared to previous cycles is the regulatory angle,” he said. “Europe has been pushing hard for MiCA, and Singapore and Hong Kong are also pushing for their own framework. The U.S. was very much on the more cautious side of things, but it seems like some changes are going to happen in the coming months.”

“This is in the case that staking happens on the issuer side,” he noted. “What’s going to happen with the risk management side of things? Staking is not a risk-free endeavor. So there are definitely some big question marks for an ETH ETF. Based on that, I’d also have to say that we are even further away from an ETF for another token like Litecoin or Dogecoin.”

As for the downsides, he pointed to issues like “the drift down because of the expense ratio and the fact that you don’t actually hold the underlying asset.” The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc.

 

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