CoinShares Head of Research: Why Bitcoin Is Winning Amid Global Chaos
The AllinCrypto Podcast · AllinCrypto
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Show Notes
James Butterfill, Head of Research at CoinShares, joins Rupert Pickering on the AllInCrypto podcast to break down one of the biggest shifts happening in crypto right now.
In this episode, we discuss why Bitcoin has remained resilient during the Iran crisis, what institutional fund flows are really telling us, and why James believes the traditional 4-year Bitcoin cycle may be losing relevance.
We also dive into Bitcoin’s role as an emerging store of value, whether governments like the UK should treat Bitcoin as a strategic reserve asset, and how institutional adoption is evolving across Bitcoin, Ethereum, XRP, Solana and beyond.
James also explains why Ethereum may be one of the biggest winners from stablecoin legislation, what CoinShares’ data is showing about whale selling vs ETF buying, and why most institutions are still massively underexposed to Bitcoin despite the success of spot ETFs.
Topics covered in this episode:
- Why Bitcoin performed strongly during the Iran crisis
- Whether Bitcoin is becoming a true safe haven asset
- Whale selling, ETF inflows and the recent market correction
- Why the 4-year cycle may be breaking down
- Institutional Bitcoin adoption and portfolio allocation trends
- Why Ethereum could benefit from stablecoin growth
- XRP, Solana and altcoin fund flow trends
- Why the UK should consider Bitcoin as a strategic reserve
- The future of crypto regulation, ETFs and institutional capital
If you enjoy macro, Bitcoin, institutional crypto adoption and deep market analysis, this is an episode you do not want to miss.