Episode
Healthy Hopium: Bitcoin Adoption Curve, ETF Stickiness, and Trump Shockwaves
- Published
- Jan 9, 2026
- Duration seconds
- 2899
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Summary
Bitcoin chops near $90K, but Brady and John argue the long-term adoption and liquidity backdrop still supports constructive “healthy hopium.” They cover accelerating ETF institutionalization (Morgan Stanley’s branded launch, BofA/Merrill approval), resilient ETF flows, and how Trump-era tariff, housing, and defense proposals could inject sector-specific volatility into markets.