James Butterfill, Head of Research at CoinShares, joins Rupert Pickering on the AllInCrypto podcast to break down one of the biggest shifts happening in crypto right now.

In this episode, we discuss why Bitcoin has remained resilient during the Iran crisis, what institutional fund flows are really telling us, and why James believes the traditional 4-year Bitcoin cycle may be losing relevance.

We also dive into Bitcoin’s role as an emerging store of value, whether governments like the UK should treat Bitcoin as a strategic reserve asset, and how institutional adoption is evolving across Bitcoin, Ethereum, XRP, Solana and beyond.

James also explains why Ethereum may be one of the biggest winners from stablecoin legislation, what CoinShares’ data is showing about whale selling vs ETF buying, and why most institutio ...