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On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024.

Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons & the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this & more, you'll have to tune in!

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Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

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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/

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(00:00) Introduction

(00:37) The Three Factor Model

(03:53) The Relationship Between Liquidity & Bitcoin

(06:35) The Bitcoin Halving

(11:23) Permissionless Plug

(12:34) Grayscale vs The SEC

(18:05) Bitcoin's 10-Year Trajectory

(24:48) $COIN & $MSTR: Understanding Demand For Crypto

(30:48) Capriole’s Macro Index

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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.