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Nate Geraci

75KFollowers Nate Geraci

Nate Geraci

President @NovaDiusWealth, Host @ETFPrime, Co-Founder @ETF_Institute, Host @CryptoPrimePod

@NateGeraci went live from @ExchangeETF on @ETFPrime to break down the forces behind today’s active ETF surge. 🎙️ @MurphyCinthia joined to explore what's driving the surge in active launches, rising fees, and where the industry may be heading next. She also shared new data on

VettaFi

@NateGeraci went live from @ExchangeETF on @ETFPrime to break down the forces behind today’s active ETF surge. 🎙️ @MurphyCinthia joined to explore what's driving the surge in active launches, rising fees, and where the industry may be heading next. She also shared new data on https://t.co/fcBMlXJCFj

VettaFi

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Dimensional launches industry’s first actively managed ETF share class… Dimensional US Micro Cap ETF. Launched as mutual fund in 1981. Is first of what will be *many* ETF share class launches across industry.

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Just another day talking to a room of hundreds of financial advisors about digital assets... Grayscale SVP of ETF Capital Markets, Krista Lynch, spoke with @NateGeraci at @exchangeETF about portfolio allocation and how clients are looking at crypto assets beyond Bitcoin.

Grayscale

Just another day talking to a room of hundreds of financial advisors about digital assets... Grayscale SVP of ETF Capital Markets, Krista Lynch, spoke with @NateGeraci at @exchangeETF about portfolio allocation and how clients are looking at crypto assets beyond Bitcoin. https://t.co/6bmWF5GiM6

Grayscale

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Tokenization will be as disruptive to asset management as ETFs were to mutual funds… Will basically be adapt or die a slow death.

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Think about who’s building a tokenized securities future… World’s most important regulator in SEC. Largest stock exchanges in NYSE & Nasdaq. Most critical securities clearing infrastructure in DTCC. Largest asset managers incl BlackRock & Fidelity. See what’s going on here?

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SEC *approves* Nasdaq’s proposal to enable trading of certain stocks & ETFs in tokenized form… World’s second-largest exchange. It’s happening.

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Nate Geraci

Nate Geraci @NateGeraci ·

SEC just issued critical guidance on how various crypto assets will be classified… Not waiting on CLARITY Act. “Most crypto assets are not themselves securities.” This type of pro-crypto innovation stance from SEC would have been *unthinkable* 2yrs ago. https://t.co/BmU9qfnwQE

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SEC just issued critical guidance on how various crypto assets will be classified… Not waiting on CLARITY Act. “Most crypto assets are not themselves securities.” This type of pro-crypto innovation stance from SEC would have been *unthinkable* 2yrs ago.

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This week’s ETF buzz…

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Markets are navigating geopolitical shocks, stretched U.S. valuations, and intense enthusiasm around AI. But how much of that reflects underlying fundamentals, and how much is market overreaction? On this week’s @ETFPrime, host @NateGeraci speaks with Rob D. Arnott, founder and

VettaFi

Markets are navigating geopolitical shocks, stretched U.S. valuations, and intense enthusiasm around AI. But how much of that reflects underlying fundamentals, and how much is market overreaction? On this week’s @ETFPrime, host @NateGeraci speaks with Rob D. Arnott, founder and https://t.co/mhxmPeMXW8

VettaFi

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Large engagement bait accounts basically copying & pasting viral tweets…

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First thing you see when hitting homepage of *world’s largest* ETF issuer… Ether. iShares offers nearly 500 US-listed ETFs covering virtually every asset class. And they’re leading w/ eth right now. Makes you think.

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*Nasdaq*, world’s 2nd largest stock exchange, is partnering w/ *Kraken* to offer tokenized stocks & ETFs… Tokens would infer same governance rights as tradfi shareholders. Expected launch in early 2027. I was told crypto is all a scam. So comical now. via @Vlajournaliste

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Best investment hedge against prolonged Iran conflict?

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Join me tomorrow for a conversation around gold, silver, & oil ETFs… Have an outstanding panel of experts incl @GOLDCOUNCIL’s @JCavatoni_WGC, @USCFInvestments’ @JLoveUSCF, and @AmplifyETFs’ @ChristianMagoon Register for free here: @NYSE @ETF_Institute

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CNN has a *brand new* gas price widget on their home page… I’m just the messenger.

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I love this place…

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This week's ETF buzz...

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Just this week… *Morgan Stanley* names *BNY* as a custodian for spot btc ETF Kraken gains access to *Fed* payment system US President says *tradfi banks* need to make good deal w/ crypto industry *NYSE* owner ICE invests in crypto exchange OKX See what’s going on here?

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Clarity Act would be better, but SEC apparently not waiting around for politicians to figure out how to classify crypto assets… “The agency has significant authorities to move forward on digital asset rules if it needs to do so.” via @ElleBeyoud

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F/m Investments was first issuer to file w/ SEC for tokenized ETF shares… This would be for the F/m US Treasury 3 Month Bill ETF (TBIL). Here's my chat with F/m CEO Alex Morris, where we discuss why & how they're pursuing this. via @CryptoPrimePod

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Sitting US President now calling out tradfi banks… “Banks should not be trying to undercut The Genius Act, or hold The Clarity Act hostage. They need to make good deal w/ crypto industry b/c that’s what’s in best interest of American people.” *Best interest* Turning point IMO

Nate Geraci

Nate Geraci @NateGeraci ·

If you don’t think crypto is the future… Pay attention to how hard traditional banks are fighting against stablecoins paying yield. It’s really that simple.

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PSA…

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AI-generated videos are basically serving as an IQ test out here right now…

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Prediction markets rapidly assimilate inside info… Inside traders wager bets as soon as they “know” outcome. They’re not calling CNN or Fox News to tell them what will happen. They’re placing bets. Why prediction markets more accurate than media. Make of this what you will.

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One of the most effective marketing videos I’ve seen in LONG time… How not to be like this CEO? Actually eat & enjoy the burger, which is very nicely displayed here. That’s the goal. And the cringe presentation sends this viral. Perfection.

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Crypto will actually solve the fake AI video problem on here… “Proof of origin” instead of “look at my video game picture of Iran strikes”. Cryptography & blockchains will be heavily (solely) relied on to verify authenticity. And judging by my feed today, that is much needed.

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This week's ETF buzz...

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One of world’s largest & most prominent financial services firms is now wanting to custody crypto… Would also conduct crypto trading & facilitate staking for clients. While you’re worried about crypto prices, major institutions continue to move in & build. via @Yizhu_Wang_

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Dept of Treasury taking closer look at 351 ETF conversions... These are rapidly growing in popularity & basically allow investors to convert portfolio of securities into ETF shares w/ no taxable impact. Was only matter of time. via @denitsa_tsekova @justinaknope @VildanaHajric

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My chat w/ @Grayscale's @LowBeta... We discuss: -Btc & crypto naysayers -Is btc like software stocks or digital gold? -Spot btc ETF investor behavior -What reverses crypto downturn? -Chainlink ETF (GLNK) -CoinDesk Crypto 5 ETF (GDLC) via @CryptoPrimePod

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Robinhood CEO… “Our mission is to democratize investing” “Most of our customers are buy & hold investors” It’s all just Draftkings now.

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ETF investors have largely displayed diamond hands during recent btc downturn… Since btc hit record high in early Oct, spot btc ETFs have seen about $6.5bil in outflows. Drop in bucket compared to *$55bil* category has taken in since Jan 2024. $1+bil inflows in last 3 days.

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Underperforming CEOs right now… Preview of next few yrs.

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PSA… Large market makers like Jane Street have *always* had ability to manipulate price of *many* different securities & assets. Obviously *illegal* if done *intentionally*. This isn’t some new bitcoin or crypto specific story. Thank you.

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“Much of what tradfi institutions are building has less to do w/ bitcoin itself than w/ blockchain technology underneath it”… Bloomberg out w/ new piece on btc. “Digital infrastructure can grow w/out btc’s price growing alongside it.” 👀 via @VildanaHajric @isabelletanlee

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On the latest @ETFPrime, host @NateGeraci speaks with Matt Markiewicz of @TradrETFs about the rapid growth of single-stock leveraged ETFs. Later in the show, @ChristianMagoon of @AmplifyETFs discusses Amplify’s recent asset growth and the positioning behind its YieldSmart income

VettaFi

On the latest @ETFPrime, host @NateGeraci speaks with Matt Markiewicz of @TradrETFs about the rapid growth of single-stock leveraged ETFs. Later in the show, @ChristianMagoon of @AmplifyETFs discusses Amplify’s recent asset growth and the positioning behind its YieldSmart income https://t.co/FK16bNamiU

VettaFi

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Since Vanguard allowed spot crypto ETF trading on its brokerage platform Dec 1st… Btc ↓ 30% Eth, sol, & xrp ↓ around 40% Brutal timing after Vanguard waited nearly 2yrs to open up access.

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Nearly half of all btc in circulation is worth less than its holders paid for it... via @VildanaHajric @olgakharif

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As an investor you basically have two options… You either believe society gets better. Living standards improve. Humans keep innovating. The future grows brighter. Or you believe this all gets worse. One makes $$$. The other thinks they sound smart. It’s really that simple.

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