CoinNX - 发现Web3最新动态

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

00:02:24

00:04:47

2

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_

2

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.

2

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

4

Nate Geraci

Stablecoin, memecoin, bitcoin…

4

Nate Geraci

This week's ETF buzz...

4

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

4

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

4

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.

4

Nate Geraci

2

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.

4

Nate Geraci

This week's ETF buzz...

4

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."

4

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.

6

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

6

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

00:01:3

6

Nate Geraci

The more successful people are… The more they want to grift. Weird phenomenon.

6

Nate Geraci

“If only I had more time to invest clients’ money w/out their knowledge, it all would have worked out!”… Wild SBF is victory-lapping fraud. Easy to throw someone else’s $$$ around. Automatically disqualifies any investment decisions IMO. Haven’t seen table of top losers btw.

SBF @SBF_FTX ·

many such cases… https://t.co/hVgg1dnoE7

6

Nate Geraci

Naval @naval ·

Introducing USVC - a single basket of high-growth venture capital, for everyone. No accreditation required, SEC-registered, and a very low $500 minimum. Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a

4

Nate Geraci

Even before the Iran strikes, the energy sector was surging. Stacey Morris, CFA joins @NateGeraci on the latest @ETFPrime to explain what was driving the rally before geopolitics took over and what investors should watch for now. She discusses XLE’s run, why the Strait of Hormuz

VettaFi

Even before the Iran strikes, the energy sector was surging. Stacey Morris, CFA joins @NateGeraci on the latest @ETFPrime to explain what was driving the rally before geopolitics took over and what investors should watch for now. She discusses XLE’s run, why the Strait of Hormuz https://t.co/SboDNW0HEo

6

Nate Geraci

Major brokers like Schwab now offering direct crypto access are simply a precursor to full securities tokenization… Brokers are building full infrastructure stack to handle crypto alongside tradfi investments. These investments will ultimately merge into one. Seems obvious.

6

Nate Geraci

Here’s how *world’s largest* asset manager is positioning bitcoin… “Non-sovereign global decentralized asset that can really provide value to people’s portfolios in small doses.” Hammering the “bitcoin as a portfolio diversifier” message. Trying to turn btc into boomer candy.

00:01:50

6

Nate Geraci

Schwab Crypto is coming soon… Fidelity already offers direct crypto trading. How long will Vanguard hold out? Think will become increasingly problematic if they continue to simply ignore crypto. Huge wealth transfer over next decade or two that will take $$$ elsewhere.

8

Nate Geraci

Btw, my take on this is there’s currently *huge* misalignment of incentives & lack of transparency involved w/ major brokerages & fund cos… Brokerages automatically park client cash in low or non-yielding sweeps (boosting net interest margin).

Nate Geraci @NateGeraci ·

PSA... Fidelity charging *$100* commissions if you buy select ETFs where issuers aren't paying an AUM-based fee (i.e. pay to play). List of ETFs set to significantly expand on June 1st. Schwab also seeking "ETF monetization strategy". Huge story to watch moving forward. https://t.co/3oe4n5eQyF

10

Nate Geraci

This week's ETF buzz...

8

Nate Geraci

Nasdaq in midst of longest winning streak since 1992 & now at record high… After everyone said world was ending. Btw, top new albums in 1992 incl Rage Against the Machine, Alice In Chains, STP, Sonic Youth, The Cure, REM, & Sublime. Music has definitely underperformed Nasdaq.

8

Nate Geraci

PSA... Fidelity charging *$100* commissions if you buy select ETFs where issuers aren't paying an AUM-based fee (i.e. pay to play). List of ETFs set to significantly expand on June 1st. Schwab also seeking "ETF monetization strategy". Huge story to watch moving forward.

Meb Faber @MebFaber ·

AHAHAHA, they actually did it. The cretins at @Fidelity are charging retail $100 commissions to trade 1 share of some ETFs. Gross. https://t.co/H8wBbpBnAJ

8

Nate Geraci

Look at these headlines from past 24hrs… Goldman Sachs launching btc-related ETF. Morgan Stanley’s most successful ETF launch ever is btc ETF. Charles Schwab rolling out direct spot crypto trading. New York Stock Exchange all in on crypto. Wall Street has literally arrived.

8

Nate Geraci

.@davis_advisors' Chris Davis joins @NateGeraci on the latest @ETFPrime to discuss the current market environment and why #ActiveManagement is gaining attention amid high valuations and geopolitical uncertainty. He also spotlights $DUSA, the Davis Select U.S. Equity ETF, which

VettaFi

.@davis_advisors' Chris Davis joins @NateGeraci on the latest @ETFPrime to discuss the current market environment and why #ActiveManagement is gaining attention amid high valuations and geopolitical uncertainty. He also spotlights $DUSA, the Davis Select U.S. Equity ETF, which https://t.co/qziPRSbXIG

10

Nate Geraci

Schwab announces spot crypto trading will begin rolling out in the coming weeks... Details include: -Direct trading in btc & eth -Can view crypto holdings alongside tradfi investments -Pricing = 75bps on dollar value of each trade Plans to add addn'l crypto assets as well.

10

Nate Geraci

My chat w/ @DavidANicholas… We discuss: -Bitcoin & Treasuries AfterDark ETF (NGHT) -Drivers of btc’s overnight outperformance -10am slam -Will overnight anomaly be arbitraged away? -Bitcoin Tail ETF (BHDG) -Crypto Income ETF (BLOX) via @CryptoPrimePod

Nate Geraci

My chat w/ @DavidANicholas… We discuss: -Bitcoin & Treasuries AfterDark ETF (NGHT) -Drivers of btc’s overnight outperformance -10am slam -Will overnight anomaly be arbitraged away? -Bitcoin Tail ETF (BHDG) -Crypto Income ETF (BLOX) https://t.co/IoacQcr0Mk via @CryptoPrimePod https://t.co/dYmPUzzTVj

10

Nate Geraci

“Dumb money” buy & hold investors as stocks hit yet another new record high…

00:00:9

10

Nate Geraci

My chat w/ @DavidANicholas… We discuss: -Bitcoin & Treasuries AfterDark ETF (NGHT) -Drivers of btc’s overnight outperformance -10am slam -Will overnight anomaly be arbitraged away? -Bitcoin Tail ETF (BHDG) -Crypto Income ETF (BLOX) via @CryptoPrimePod

00:01:3

10

Nate Geraci

"It's bitcoin with training wheels but with an air of sophistication, which fits Goldman's brand."- nice depiction of the GS filing from @NateGeraci who thinks they'll ultimately launch a spot ETF (i mostly agree) via story from the 'humbled and honored' @isabelletanlee

Eric Balchunas

"It's bitcoin with training wheels but with an air of sophistication, which fits Goldman's brand."- nice depiction of the GS filing from @NateGeraci who thinks they'll ultimately launch a spot ETF (i mostly agree) via story from the 'humbled and honored' @isabelletanlee https://t.co/4yGp0FgAjI

8

Nate Geraci

Current home page of world’s largest ETF issuer… Leading w/ Ethereum. They clearly haven’t given up on eth.

10

Nate Geraci

After permabears said world was coming to an end a few weeks ago… S&P 500 now right at all-time record high. Nasdaq up 10 straight days… +14%. Remember, permabears panic over *everything*. They want to feel smart by calling next crash. Problem is… Nobody. Knows. Anything.

10

Nate Geraci

Think about the names now involved w/ bitcoin ETFs… BlackRock Fidelity Invesco Franklin Templeton Morgan Stanley Calamos Goldman Sachs Who’s who of asset management. More will join.

Eric Balchunas @EricBalchunas ·

SHOCK: Goldman jumping into the bitcoin ETF game.. with a filing for a Bitcoin Premium Income ETF https://t.co/WszEIrQ2tV

6

Nate Geraci

Current home page of Morgan Stanley Investment Management… *Morgan Stanley* is now leading w/ crypto. Wild to see.

12

Nate Geraci

Sunday night all caps red futures doomer tweeters vs vanguard investors…

00:00:10

14

Nate Geraci

This week's ETF buzz...

16