The podcast features a discussion on the institutional demand for crypto, particularly focusing on the potential acceleration of ETF flows and the impact of altcoin ETFs like Solana. The conversation covers the evolution of ETF structures, including the shift to in-kind creations, and the implications of generic listing standards for crypto assets. It also explores the potential of perp markets in traditional finance, the role of stablecoins, and the increasing allocation sizes institutions are considering for crypto investments, while also touching upon the potential risks associated with complex ETFs and the growth of options trading on ETFs.
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