ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan

Is the Ethereum ETF Bullish for ETH?

Matt Hougan and Alex Thorn put together their own analysis of inflows for the ETH ETF. Remarkably, their numbers came in somewhere close to the same place.

We discussed how much demand there will be for the ETH ETF, whether or not it will overperform or underperform expectations and the overall state of the Crypto Market today.

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------ TIMESTAMPS

0:00 Intro 2:18 When ETH ETF? 7:16 Data Gathering Process 13:59 The BTC ETF Datapoint 24:17 Estimating ETH ETF Inflows 42:19 Price Impact 52:36 The ETH ETF Bear Case 1:03:14 Solana ETF? 1:05:44 The State of the Market 1:13:53 Closing & Disclaimers

------ RESOURCES

Matt Hougan https://x.com/matt_hougan  

Alex Thorn https://x.com/intangiblecoins  

Bitwise https://bitwiseinvestments.com/  

Galaxy Digital https://www.galaxy.com/  

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠