Alan / Bad Moon
Caller offering macro and market observations, discussing ETF redemptions, institutional behavior, and structural incentives in Bitcoin-related financial products.
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Mar 4, 2026 • 3h 14min
Bitcoin Today Recast 3/4/26
Alan (Bad Moon) — macro and market observer focused on ETF flows and institutional incentives. Chris (Shade of Gay) — practical investor discussing STRC/STRIDE and yield for retirees. They dig into ETF redemptions, institutional custody incentives, STRC as a gateway product, rehypothecation risks, geopolitics’ market effects, and how Bitcoin-related products shape retail access and volatility.
