CoinNX - 发现Web3最新动态

The American Rebellion Against Electricity / Railroads / Internet is Gaining Steam…

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Not sure people appreciate how fast major securities markets are heading toward full tokenization… Everyone now involved. Regulators. Exchanges like NYSE & Nasdaq. DTCC. Everyone. SEC expected to release innovation exemption for tokenized stocks as soon as *this week*.

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Nate Geraci

ETF chart of the year candidate... Roundhill Memory ETF hits $10bil in only 30 trading days, surpassing IBIT's record pace. Unreal. via @isabelletanlee @sidcoins

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Nate Geraci

This week's ETF buzz...

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Nate Geraci

Silversun Pickups…

00:00:32

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Nate Geraci

Passive investors should never victory lap the failures of active managers… Active managers are ones taking the real risk & doing all of the hard work. Important not to forget that. Index investors are freeloaders.

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Nate Geraci

Ok, permabears predicted a stock market crash following the 2024 election, liberation day, & iran war… Now let’s give them a euphoric AI infrastructure boom.

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Nate Geraci

.@ProcureAM_LLC’s @ETFwunderkind joins @NateGeraci on this week’s @ETFPrime to discuss $UFO, the Procure Space ETF, its rapid growth from $50M to more than $800M in AUM, and the upcoming rebrand of its index on May 15. @ETFwunderkind also covers the index’s new fast-track rule

VettaFi

.@ProcureAM_LLC’s @ETFwunderkind joins @NateGeraci on this week’s @ETFPrime to discuss $UFO, the Procure Space ETF, its rapid growth from $50M to more than $800M in AUM, and the upcoming rebrand of its index on May 15. @ETFwunderkind also covers the index’s new fast-track rule https://t.co/pnWLy97OaO

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Nate Geraci

*JP Morgan* planning to launch its second tokenized money market fund… Will ride on Ethereum. Follows BlackRock filing for two tokenized MM funds last week. Again, you’re going to see *much more* of this from top asset managers. Just the beginning. via @isabelletanlee

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Nate Geraci

Launching today... The first spot HYPE ETF. 21shares Hyperliquid ETF (THYP) There's also a 2x leveraged version.

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Nate Geraci

Roundhill has now executed best launch in industry history w/ Memory ETF… Perfect portfolio for the moment (75% SK Hynix, Samsung, & Micron). Perfect ticker (DRAM). Perfect timing (they saw flows going into iShares South Korea ETF as proxy for DRAM trade). Perfect launch.

Eric Balchunas @EricBalchunas ·

FASTEST-EVER: $DRAM hit $6.5b in 36 days on the market, faster than any other ETF, incl the Mighty IBIT who took 43 days to hit that mark. Thanks in part to going up 13% on Fri alone and taking in (another) $1b in flows. I'm stunned, frankly. Regardless of what happens from here https://t.co/XPZsSs3gl7

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Nate Geraci

FASTEST-EVER: $DRAM hit $6.5b in 36 days on the market, faster than any other ETF, incl the Mighty IBIT who took 43 days to hit that mark. Thanks in part to going up 13% on Fri alone and taking in (another) $1b in flows. I'm stunned, frankly. Regardless of what happens from here

Eric Balchunas

FASTEST-EVER: $DRAM hit $6.5b in 36 days on the market, faster than any other ETF, incl the Mighty IBIT who took 43 days to hit that mark. Thanks in part to going up 13% on Fri alone and taking in (another) $1b in flows. I'm stunned, frankly. Regardless of what happens from here https://t.co/XPZsSs3gl7

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Nate Geraci

IEMG has outperformed VWO by *20%* over trailing 1yr... The primary difference? IEMG has exposure to South Korea. VWO excludes South Korea b/c index classifies it as a developed market. Wild performance dispersion b/w two ETFs many investors assume do the exact same thing.

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Nate Geraci

Breath of fresh air having SEC that actually attempts to balance regulation & innovation… Everyone should read Hester Peirce’s speech yesterday. She doesn’t say it, but seems like she’s referring to prediction market ETFs, which should launch soon.

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Nate Geraci

Early candidate for crypto headline of the year… Will be tough to beat. What have you all done.

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Nate Geraci

This week's ETF buzz...

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Nate Geraci

How many years can you keep predicting market crashes before your *one* correct call nearly 20yrs ago doesn’t matter any more… Wild that media keeps buying the story. Guessing combination of Burry, The Big Short, & media has easily cost every day investors billions of dollars.

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Nate Geraci

Politicians are proactively drafting legislation that basically mandates stablecoin issuers keep all of the yield generated from reserve assets… Instead of sharing that yield w/ stablecoin holders. Stablecoin issuers print $$$. Tradfi banks are protected. You get nothing.

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Nate Geraci

*BlackRock* planning to launch two tokenized money market funds... One will be digital share class of an existing tradfi fund. The other will be a new tokenized fund altogether (like BUIDL). You'll be seeing much more of this from top asset managers. via @isabelletanlee

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Nate Geraci

S&P 500 is now up over 30% since “Liberation Day”… With an Iran war mixed in.

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Nate Geraci

You can now gamble on which of your credit card charges actually hit… I’m serious. We’ve reached the cocaine of gamified personal finance stage.

Tuyo @itstuyo ·

We created a card that sometimes doesn't charge you. Buy Now, Pay Maybe. https://t.co/bl1pv9lIuA

00:00:43

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Nate Geraci

My conversation w/ @GilbertieSal... We cover: -1st US-listed ETF offering BNB price exposure -How XBNB ETF paves way for other issuers -Swaps & innerworkings of leveraged ETFs -2x leveraged XRP ETF -@TeucriumETFs white label service via @CryptoPrimePod

Nate Geraci

My conversation w/ @GilbertieSal... We cover: -1st US-listed ETF offering BNB price exposure -How XBNB ETF paves way for other issuers -Swaps & innerworkings of leveraged ETFs -2x leveraged XRP ETF -@TeucriumETFs white label service https://t.co/qOawTbLphb via @CryptoPrimePod https://t.co/hIhAVmkNcx

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Nate Geraci

My conversation w/ @GilbertieSal... We cover: -1st US-listed ETF offering BNB price exposure -How XBNB ETF paves way for other issuers -Swaps & innerworkings of leveraged ETFs -2x leveraged XRP ETF -@TeucriumETFs white label service via @CryptoPrimePod

00:00:42

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Nate Geraci

One of world’s most prominent financial institutions now rolling out *direct* crypto trading… Not only that, it’s undercutting competitors on pricing. Quickly heading towards crypto being table stakes at *all* major brokerages. Next step will be tokenized securities access.

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Nate Geraci

Nearly 370 ETFs have already launched in 2026, putting the industry on track to match last year’s record pace. On this week’s @ETFPrime, @Vetta_Fi's @kirstenchang16 joins @NateGeraci to break down what’s driving the surge, where flows are going, and how active management is

VettaFi

Nearly 370 ETFs have already launched in 2026, putting the industry on track to match last year’s record pace. On this week’s @ETFPrime, @Vetta_Fi's @kirstenchang16 joins @NateGeraci to break down what’s driving the surge, where flows are going, and how active management is https://t.co/emPEQJMj8P

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Nate Geraci

Ryan Cohen marketing clinic… And mainstream media bought it hook, line, & sinker. Why retail investors love him. Masterclass.

00:02:24

00:04:47

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Nate Geraci

Pivotal moment for crypto w/ Clarity Act… Look how hard tradfi is fighting against stablecoin yield. It’s actually how you know this is the future. Deposits flee for a reason. Money *always* goes to where it’s best treated. via @ForTheWynn_

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Nate Geraci

Wall Street Journal analysis found that more than 70% of Polymarket users lose money... 67% of the profits go to just 0.1% of accounts. Pro traders & market makers feasting on retail.

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Nate Geraci

Forthcoming IPOs from private companies like SpaceX now causing *major indices* to change rules on the fly… In other words, active management. Wild thing is that majority of actual active managers can’t consistently beat S&P index committee. That’s gotta hurt. via @jmackin2

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Nate Geraci

Stablecoin, memecoin, bitcoin…

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Nate Geraci

This week's ETF buzz...

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Nate Geraci

My conversation w/ @KristinSmith... We discuss: -@SolanaInstitute mission -Status of Clarity Act -Impact of crypto legislation -Shifting regulatory backdrop -Crypto education among politicians And much more. via @CryptoPrimePod

00:01:00

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Nate Geraci

🎧 New Podcast! Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them Featuring @VCMtweets' Lance Humphrey and @TRowePrice's Dom Rizzo

ETF Prime Podcast

🎧 New Podcast! Behind the ETFs: VFLO, TTEQ, and the Strategies Driving Them Featuring @VCMtweets' Lance Humphrey and @TRowePrice's Dom Rizzo https://t.co/cCYRkIlqPQ https://t.co/SMRmRKMOCC

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Nate Geraci

*Casino industry* website has article about forthcoming prediction market ETFs… Absolute perfection. Might be my ETF headline of 2026. It’s all DraftKings now.

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Nate Geraci

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Nate Geraci

Obsessively focusing on politics is signal you want *someone else* to make *your* life better… Social media amplifies this, making people think politics are more important & their own lives are worse. Imagine if people put same focus into simply improving their own situation.

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Nate Geraci

This week's ETF buzz...

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Nate Geraci

*JP Morgan* says "looking at proof of concepts around tokenizing ETFs"... "We believe tokenization will certainly drive how the market changes, not just for ETFs but across the funds industry as a whole."

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Nate Geraci

Spot btc ETFs on a run… Inflows 10 out of past 11 days… +$2.4bil Flows now *positive* in 2026. Btc down 35% since hitting record high in early Oct. Spot btc ETFs over that time? Nearly $1bil *inflows*. ETF investors proving to be longer-term allocators. Diamond hands.

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Nate Geraci

My conversation w/ @EricBalchunas… We cover: -Resilience of btc ETF investors -Morgan Stanley & Goldman btc ETFs -Crypto index ETFs -Schwab direct crypto trading -ETF tokenization And *much* more. It's all here. via @CryptoPrimePod

Nate Geraci

My conversation w/ @EricBalchunas… We cover: -Resilience of btc ETF investors -Morgan Stanley & Goldman btc ETFs -Crypto index ETFs -Schwab direct crypto trading -ETF tokenization And *much* more. It's all here. https://t.co/tDsAXn3Fxn via @CryptoPrimePod https://t.co/znPmp4DJCf

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