Bitcoin ETFs, Institutional Adoption, and Data Center Developments in Reno

The episode delves into the imminent approval of Bitcoin ETFs, discussing the overlooked factors in adoption arguments and the role of institutional basis trade. It evaluates institutional allocation, Bitcoin as a treasury reserve asset, and current market conditions. The episode also covers Tract's land acquisition in Reno for data center development and Fengate Asset Management's acquisition of structured data centers. Concludes with a preview of the next episode.