21 November 2024
Ian Simpson | 2 min read
As one of the few banks in the world – if not the only one – Julius Baer offers its clients the opportunity to invest in crypto assets with the support of a full-fledged research department and CIO House View. That positions one of Switzerland’s largest banks as a global leader in the institutional digital assets industry.
After the US presidential elections and with rapid market developments, RULEMATCH Spot On host Ian Simpson sat down with Julius Baer Associate Director and Next Gen Research Analyst Manuel Villegas to take a closer look at how digital asset research works at Julius Baer and how the bank is thinking about the asset class.
Along the way, Ian and Manuel discussed the implications of Donald Trump’s election, the market developments after crypto spot ETFs in the US and what all the numbers might mean for the next evolution of the market.
Episode show notes:
(1:57) – Why and how Julius Baer started with crypto
(3:08) Narrowing down the “token world” for investments
(5:51) A pragmatic approach to evaluating crypto asset maturity
(7:23) The “oft-repeated” institutional entry to crypto
(9:45) How hedge funds/trading firms are “playing the crypto ETF game”
(11:08) How people like DRW got into crypto early
(12:40) Market effects of the US spot Bitcoin ETFs
(16:14) Are geopolitics having a greater effect on crypto now?
(20:20) Weighing up the most important factors in crypto research
(22:55) Tracking global price discovery
(25:08) The big topic in the room: US elections
(31: 45) The possible implication of a Strategic Bitcoin Reserve in the US
(35:10) Potential geopolitical competition for BTC between governments
(37:20) The strategic geopolitical implications of USD-based stablecoins
(39:25) USD vs EUR-based stablecoins
(40:50) How Switzerland helped Julius Baer
(45:25) Matt Levine’s classification of BTC
(48:30) Watching out for: miner equity outperformance
(49:47) Why liquidity is still top of mind
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