Ground Floor Consensus GFC017: Bitcoin And Emerging Markets ( w/ Stephen Kelso )

Episode Summary

Apr 06 2021 . 57 MIN
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GFC017: Bitcoin And Emerging Markets ( w/ Stephen Kelso )

Steve Kelso returns to Real Vision to talk about one of his passions: Bitcoin through the lens of emerging markets. In this engrossing conversation, he touches on everything from macro-market psychology to the mechanics of ETPs, the use case for Bitcoin as a store of value in emerging markets, and how Bitcoin can help level the playing field around the world.

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Show Notes

Steve Kelso returns to Real Vision to talk about one of his passions: Bitcoin through the lens of emerging markets. In this engrossing conversation, he touches on everything from macro-market psychology to the mechanics of ETPs, the use case for Bitcoin as a store of value in emerging markets, and how Bitcoin can help level the playing field around the world.

Content Notes:

In this episode, Kelso discusses:

  1. How he got his start in traditional finance and how he saw the opportunity in Bitcoin and digital assets
  2. Why he believes that crypto is an extension of the emerging market investment phenomenon
  3. Some of the challenges people face in emerging markets and why crypto technology could be so significant
  4. The turning point that has gotten institutional investors to pay attention to digital assets
  5. Bitcoin and the preservation of wealth – the significance of developed markets now experiencing the challenges we’ve seen in emerging markets for decades
  6. His thinking about Ethereum and other assets in the digital asset space
  7. The significance of having a centrally cleared product like BTCE
  8. His view about what 2021 will bring in terms of how the space will develop and mature
  9. Why he believes Bitcoin is a better gold than gold
  10. What Bitcoin implementation may look like for emerging markets and the rate at which he sees adoption happening
  11. The role of rising geopolitical uncertainty in the adoption of Bitcoin by governments in emerging markets


Transcript:

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Ash Bennington

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