NateGeraci

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Spot bitcoin ETF inflow streak hits 13 days…

$1.2bil just this week.

Talked to someone in the space today who said institutional & advisor adoption hadn’t even really fully begun.

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My conversation w/ @3iq_corp CEO Pascal St-Jean...

We discuss:
-Last week's launch of 3iQ XRP ETF
-3iQ ETFs covering btc, eth, & sol
-Future of multi-crypto asset ETFs
-Canada vs US regulators
-Crypto in a diversified portfolio

https://www.youtube.com/watch?v=KMVQWjzACV0

via @CryptoPrimePod

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Possible to be bitcoin bull, but bitcoin treasury company bear?

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Over a half bil into spot btc ETFs…

12 straight days of inflows.

Nearly $4bil new $$$.

Category now approaching *$50bil* inflows since Jan 2024 launch.

Absolutely ridiculous.

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Last 48hrs…

-Republican senators propose full legal framework for crypto

-Fed Chair Powell says crypto industry maturing

-Fannie & Freddie to count crypto as asset for mortgages

-Cboe files for Canary PENGU ETF

-Invesco files for spot sol ETF

Hope you’re paying attention.

SOL

PENGU

投資プラットフォームRepublicがSpace Xへのエクスポージャーを提供するデジタルトークンを立ち上げようとしています…

いくつかの規制上のハードルをクリアする必要がありますが、このようなプラットフォームはトークン化の限界を押し広げようとしていることは明らかです。

via @cdriebusch

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iShares Bitcoin ETF putting together another impressive streak…

Now 11 straight days of inflows.

$3bil new $$$.

That’s *$3bil* over past 11 trading days.

A machine.

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Over 400,000 bitcoin purchased by governments, companies, & ETFs so far this year...

About 2% of total btc supply.

Nice breakdown of who’s buying here.

Look at Strategy & IBIT.

via @dcanellis

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Let's see who met w/ SEC Crypto Task Force today to discuss tokenized equities...

The *New York Stock Exchange*.

Don't think people fully appreciate how fast this is all moving.

Some other interesting topics covered as well incl generic listing standards for spot crypto ETFs.

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Spot eth ETFs just surpassed $4bil in cumulative inflows since launch…

*Includes* $4.3bil outflows from ETHE unlock.

Seems pretty successful to me.

I remember when “pundits” thought top end for spot *btc* ETFs in yr 1 would be $5bil.

People always moving goalposts.

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Over past 50 trading days, iShares Bitcoin ETF only has 3 days of outflows…

43 days of inflows.

$12.5bil new $$$ overall.

IBIT top 5 ETF in inflows this year (out of nearly 4,300 ETFs).

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Can’t imagine how hard it must be to wake up as a permabear every day…

Mad because the world keeps getting better over time.

Praying (cheering) that something bad happens so you can make $$$.

Tough existence.

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Since Election Day…

IBIT (btc) +49%

GLD (gold) +22%

IEFA (developed int’l stocks) +11%

SPY (s&p 500) +4%

ETHA (eth) -1%

TLT (20+yr treasuries) -4%

Make of this what you will.

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Spot ether ETFs w/ inflows 25 of past 30 trading days…

Nearly $1.5bil in new $$$.

Interested to see what happens if spot sol ETFs w/ staking approved in near future.

Which means spot eth ETF staking will be allowed.

SOL

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All the people who incessantly disparage crypto & constantly reference Polymarket is truly one of my favorite things…

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Liquidity tokens such as stETH solve two major issues for spot ETFs…

-Liquidity (obviously). Think about what happens if ETF faces meaningful redemptions. Takes time to unstake ETH.

-Higher yield. Can stake greater % of fund assets.

Begs question… who’s filing for stETH ETF?

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Quick summary of past week…

-Senate passes stablecoin bill

-Sitting POTUS says “digital assets are the future”

-JPM & DTCC meet w/ SEC Crypto Task Force on tokenization

-BBG gives 95% approval odds this yr for spot sol, xrp, & ltc ETFs

And you still think crypto is a scam.

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*Depository Trust & Clearing Corporation* met w/ SEC Crypto Task Force today to discuss tokenization…

That’s right… DTCC & tokenization.

Hope you’re paying attention.

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Crypto ETFs remain the most interesting place in asset management…

Intersection b/w tradfi & defi.

Require regulators & tradfi ecosystem to adapt.

It’s my belief we’re heading towards full securities tokenization.

Might take a while. But will happen.

Crypto ETFs = step one

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My conversation w/ @Kean_Gilbert...

We discuss:
-@LidoFinance & stETH
-Liquid staking & spot ether ETFs
-Evolving crypto regulatory backdrop
-Future of Ethereum

https://www.youtube.com/watch?v=imB2Z-Desyo

via @CryptoPrimePod