CoinNX - 发现Web3最新动态

Crypto ETF summer about to commence… Staking. In-kind creation & redemption. Additional alt coin ETFs. SEC appears ready to embrace mainstream crypto access & innovation. We’ve come a long way since Grayscale lawsuit.

Nate Geraci

If people directed all of their political energy toward simply improving their everyday lives, the world would be a much better place… Always easier to blame someone else.

Nate Geraci

Best thing about bitcoin & crypto is it doesn’t care about your politics… It’s simply code.

Nate Geraci

This week's ETF buzz...

Nate Geraci

Spot eth ETF inflow streak ends at 19 days… Good run though. Over a half bil in new $$$ just this week. $1.4bil total during streak.

Nate Geraci

The world’s two largest retailers are trying to figure out how to either issue their own stablecoin or use an outside stablecoin… And there are *still* people who think (hope) crypto will all just go away. It’s comical at this point. Not sure what else you need to see.

Nate Geraci

Amended S-1s just filed for Franklin, Grayscale, Bitwise, & Canary Solana ETFs... It's happening.

Nate Geraci @NateGeraci ·

Blockworks reporting SEC has asked prospective spot sol ETF issuers to submit amended S-1s w/in next week… One source estimated these updates could put sol ETFs on track for approval w/in 3-5 weeks. Said SEC also appears open to incl staking. via @whosknave & @byKatherineRoss https://t.co/mDQzHDGNtr

Nate Geraci

Btw, I still fully expect BlackRock to file for spot sol & xrp ETFs… As leader in both spot btc & eth ETFs, it would make *zero* sense to cede other top crypto asset ETF categories to competitors. Related, I also fully expect BlackRock to file for index-based crypto asset ETF.

Nate Geraci

BlackRock US Head of Equity ETFs… “Btc is still the vast majority of the conversation from client talks & the interest among professional investors, but we have started to see eth really pick up.” I offer some thoughts here as well. via @erprose

Nate Geraci

BlackRock says they’re “bridging the traditional capital markets with the developing digital assets ecosystem”… “Now focused on tokenized funds”. World’s largest asset manager. Hope you’re paying attention.

Nate Geraci

18 straight days of inflows into spot eth ETFs… Nearly $250mil just today. And there’s still no staking or in-kind creations & redemptions. So early.

Nate Geraci

Sounds like this may be first in line for approval before spot sol ETFs… Includes XRP & Cardano. Pretty clear where this is all heading.

Nate Geraci

On this week’s @ETFPrime, @Vetta_Fi’s @Zenomercer dives into new AI ETFs, $IVES and $KOID, exploring how construction choices and tech exposure could influence their long-term performance. He also unpacks how advances in robotics, data infrastructure, and embodied intelligence

VettaFi

On this week’s @ETFPrime, @Vetta_Fi’s @Zenomercer dives into new AI ETFs, $IVES and $KOID, exploring how construction choices and tech exposure could influence their long-term performance. He also unpacks how advances in robotics, data infrastructure, and embodied intelligence https://t.co/ZSvnaLlO1i

$IVES $KOID

Nate Geraci

Bloomberg confirms SEC engaging w/ issuers on spot sol ETFs… Includes discussion around staking, which would obviously impact spot eth ETFs as well if approved. Strap in… going to be wild next couple of months. via @isabelletanlee

Nate Geraci

17 straight days of inflows into spot eth ETFs… $3.5bil cumulative new $$$ since launch. Clearly some momentum here.

Nate Geraci

Looks like SEC about to open floodgates on crypto ETFs… Last step before all major brokerages offer direct spot crypto trading. Then we head down path towards full securities tokenization. ETFs = bridge b/w tradi & defi. That bridge is nearly built. Crypto going mainstream.

Nate Geraci

Noteworthy to see SEC might be expediting approval of spot sol ETFs & staking in eth & sol ETFs in response to recent Rex-Osprey end-around…

Eric Balchunas @EricBalchunas ·

Get ready for a potential Alt Coin ETF Summer with Solana likely leading the way (as well as some basket products) via @JSeyff note this morning which includes fresh odds for all the spot ETFs. https://t.co/UMzih4oou7

Nate Geraci

Blockworks reporting SEC has asked prospective spot sol ETF issuers to submit amended S-1s w/in next week… One source estimated these updates could put sol ETFs on track for approval w/in 3-5 weeks. Said SEC also appears open to incl staking. via @whosknave & @byKatherineRoss

Nate Geraci

This speech by new SEC Chair Paul Atkins is a thing of beauty… So encouraging to see the proactive embrace of innovation. “The right to have self-custody of one’s private property is a foundational American value that should not disappear when one logs onto the internet.”

Nate Geraci

What a chart… IBIT hits $70bil in 341 trading days. No other ETF even close. And remember… there are 11 other spot btc ETFs. Category overall is nearly $125bil. Ridiculous numbers. via @EricBalchunas

Nate Geraci

Schwab chopping fees on 4 ETFs, including their nearly $50bil international equity ETF (SCHF)... ETF fee war always simmering in background.

Nate Geraci

Politics aside, chaos (volatility) will be the norm in financial markets over next several years IMO… This should be obvious.

Nate Geraci

Imagine if you were unplugged on vacation last week & came back to this… We’re living in a simulation.

Nate Geraci

Have to pick one “store of value” for next 10yrs…

Interesting stat… Gap b/w highest & lowest yielding major US asset classes is smallest in 40yrs. This looks at earnings yield for stocks, yield on 3mo T-bill, 10yr & 30yr Treasury yields, & ICE BofA US corporate bond index. via @jmackin2

Nate Geraci

New Coinbase commercial… House prices in bitcoin. This will *definitely* get some attention.

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Nate Geraci

15 straight days of inflows into spot ether ETFs… $820mil total. Category now at highest cumulative inflow level since July 2024 launch w/ $3.33bil. via @ZackDAbrams

Nate Geraci

This week's ETF buzz... (chart via @EricBalchunas)

Nate Geraci

Prediction… Crypto Industry IPO ETF filing incoming.

Nate Geraci

VanEck met w/ SEC Crypto Task Force today to discuss NFTs… “SegMint will offer NFTs that represent collectible RWAs (real-world assets), such as luxury watches, high-end wine and spirits, and trading cards.” This SEC clearly putting in the work to better understand crypto.

Nate Geraci

Can’t tell you how much I love this letter to SEC from VanEck, Canary, & 21Shares… Was complete travesty how spot btc & eth ETFs came to market. Set bad precedent. Messaged to larger issuers to just copy innovative ETF filings from smaller issuers & SEC would batch approve.

VanEck @vaneck_us ·

SEC favoritism undermines innovation in the ETF market. https://t.co/HM7P2Dm0XP

Nate Geraci

Spot ether ETFs now w/ 14 straight trading days of inflows... Longest streak of 2025. Over $800mil in new $$$. “With traditional finance accelerating its move into tokenization, many view Ethereum as the most secure and reliable chain to build on.” via @sidcoins

Nate Geraci

I see that the same “smart money” investors who overreacted to tariffs are also overreacting to Trump/Elon spat… I’m not sure how to say this more directly. If you’re making significant investment decisions based on whims of Trump (& now Elon), you deserve what you get.

Nate Geraci

We now have a *publicly-traded* stablecoin issuer… And you all are talking about Trump & Elon. Stay focused. Tradfi & defi continuing to merge.

Nate Geraci

My conversation w/ @ColeMacro... We discuss @StriveFunds becoming a publicly-traded bitcoin treasury company & the strategic thinking behind the move. Matt does an excellent job of explaining his risk & return framework. via @CryptoPrimePod

Nate Geraci

My conversation w/ @ColeMacro... We discuss @StriveFunds becoming a publicly-traded bitcoin treasury company & the strategic thinking behind the move. Matt does an excellent job of explaining his risk & return framework. https://t.co/BDmTHg1exy via @CryptoPrimePod https://t.co/F55rMHXXru

Nate Geraci

On this week’s @ETFPrime, @ToddRosenbluth joins @NateGeraci to break down why active ETFs are pulling in 40% of this year’s ETF inflows. He also unpacks how the expected ETF share class structure approval could reshape the industry. Plus, @Fidelity's Eric Granat, CAIA and

VettaFi

On this week’s @ETFPrime, @ToddRosenbluth joins @NateGeraci to break down why active ETFs are pulling in 40% of this year’s ETF inflows. He also unpacks how the expected ETF share class structure approval could reshape the industry. Plus, @Fidelity's Eric Granat, CAIA and https://t.co/0WDOKjX306

Nate Geraci

My conversation w/ @ColeMacro... We discuss @StriveFunds becoming a publicly-traded bitcoin treasury company & the strategic thinking behind the move. Matt does an excellent job of explaining his risk & return framework. via @CryptoPrimePod

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Nate Geraci

Latest ETF Pulse is out... @KristinReports & I talk: -Vanguard EM ex-China ETF filing -Mid-cap ETFs -ETFs tracking Ackman, Burry, etc -Rex-Osprey eth & sol staking ETFs via @etfcom

Nate Geraci

It’s all so comical at this point… Actions, not words.

Nate Geraci

The easiest thing to do with bitcoin is call a top… And everyone who has done so thus far has been wrong.