quantum is not why the whale sold novo didn’t connect the two. he said it was one reason ppl are claiming for btc weakness, but he disagrees with that (this is clear if you read the full transcript) he then clarified on bloomberg that quantum isn’t the reason for btc weakness

$74K last year $74K this year

Business Idea: Lets select the 30 under 30 for 2026. BUTTTT we’ll only pick people who don’t commit fraud

“When it comes to crypto ETFs, clarity matters more than noise.” In this episode of Get to the Point, @JSeyff breaks down crypto ETFs, market structure, and why most headlines get it wrong. Listen and subscribe on Substack:

BTC is trading below the U.S. ETFs avg cost basis after the 2nd & 3rd biggest outflow weeks ever (last week and week before) (and last week’s outflow will increase after IBIT reports friday’s numbers tomorrow) this means the average bitcoin ETF purchase is underwater

267k followers

The absolute best

please let this exact scene be playing out in real life

Roundhill tried to get a 4x SPY ETF through and the SEC said, nice try, but nope. Maybe this will finally stop the >2x filings which have been reborn after they were told no the first time but knowing ETF industry prob not. h/t @Todd_Sohn

The Bay Area and NYC are about to get ETF-ized.. via a slew of new theme ETFs filed from Corgi. Also in there is a US War Machine ETF, Beauty and Skincare, Drone and Urban Air and Venezuelan Liberation ht @Todd_Sohn

Amazing, seven of the top 11 most traded ETFs are commodities (gold, silver, bitcoin). That's def a first. The GLD volume is the craziest, that's about 50% beyond its old all-time record. Top 5 day all time for $IBIT and $SLV too.

METAL MANIA: $GLD has traded $25b worth of shares today, which is an all-time daily record, and it's ONLY 1pm. $SLV is at about $20b and has now traded more this week than it does in most years.. These are radical numbers.

Apparently a collapse

What a thing of beauty (it'd be a lot more beautiful if i actually owned any silver but oh well)

South Korea (the rare country with a higher degen per capita than the US) is going to allow 2x single stock ETFs. This is an effort to bring in more retail money which is largely in US stocks. This comes after the govt said you have to take a training course (bf trading leverage

The real growth in crypto ETFs likely isn’t single tokens. It’s active, basket, and index-style products—less flashy, but far more scalable. Could this be where the next wave of ETF demand may actually form? @NateGeraci @JSeyff @Bloomberg #CryptoETFs #IndexFunds #ActiveETFs

Crypto market everytime Bitcoin hits 90K

Check out this guy. cc @EricBalchunas

Who’s gonna tell her

Well that was 20 years well spent.

Great piece from Muyao on crypto vaults and their potential to be the hot new thing in asset management over the coming years.

BlackRock seems content with Bitcoin & Ether ETFs. Surprising they haven't explored Solana, which feels like a clear #3 in the crypto space. Will they launch a basket or active product down the line? @NateGeraci @JSeyff @Bloomberg $BTC $ETH $SOL #CryptoETFs #Markets

Doors continue to open across investment platforms for Bitcoin ETFs

Nice one from @psarofagis really captures the moment

So here’s how my monday is going

Will expanded direct crypto access from brokerages crimp demand for single-asset spot crypto ETFs? Maybe a little. But ETFs did the opposite for MicroStrategy. @NateGeraci @JSeyff @Bloomberg $MSTR #CryptoETFs #Brokerages #Markets #Crypto

Today @vaneck_us launched the first US listed spot Avalanche ETF, $VAVX. We're going to continue seeing new crypto assets put into an ETF wrapper in coming months

A very cold (one day early) Sunday Funday before the storm

This is my favorite thing on the internet today.

Wellp. @roundhill not giving up on ability to offer more than 3x leverage i guess

“Both [China and Europe] affirm the scientific reality of climate change, while mobilizing investment and know-how to combat it.” Also China:

LOL ok

Weird timing. Just listening to Richard Bernstein on @MebFaber's podcast this morning then saw this news. Good timing for a podcast episode drop meb!

Think crypto ETFs are still niche? There are now 150+ filings sitting with the SEC, but many have only a 'little crypto.' Is it a true crypto ETF or something else? @NateGeraci @JSeyff @Bloomberg $BTC $ETH #Crypto #ETFs #Markets

Interesting! @WisdomTreeFunds already filed filed for a Coindesk 20 ETF back on November 7th. Guess we'll have multiple?!

NEW: @Grayscale files for spot $BNB ETF

The NYT is a meme at this point… China is solely responsible for 1/3 of global emissions and hit a 10-year high of new coal plant construction in 2024. Germany blew up their own nuclear plants.

Today, the debasement trade has a new weapon in its arsenal. Introducing the Bitwise Proficio Currency Debasement ETF (NYSE: BPRO), a first-of-its-kind, actively managed investment strategy targeting assets poised to benefit from the eroding purchasing power of fiat currencies

My conversation w/ @JSeyff on current state of crypto ETFs… We discuss: -Crypto ETF sentiment -150+ crypto-related ETF filings -Morgan Stanley crypto ETFs -BlackRock’s next move -Index & active crypto ETFs -Recent flows -What's next via @CryptoPrimePod

This