First ETF offering spot xrp exposure set to launch this week… REX-Osprey using clever regulatory end-around via ‘40 Act structure to bring this to market. Will be another good litmus test for ‘33 Act spot xrp ETF demand. Futures-based xrp ETFs already nearing $1bil in assets.
$XRPR $XRP
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$SSK
Fed set to cut rates this week… With stocks at record highs. Credit spreads near record lows. Gold at record highs. Bitcoin near record highs.
Social media is both the perfect tool to fracture a democracy… And the perfect tool to keep it alive.
Crypto regulatory environment 2023 vs 2025… Exhibit A.
Over $500mil into spot btc ETFs today… Nearly $2bil so far in September. Noticeable recent uptick after rough August. Now at *$21bil* inflows for the year.
PSA... DTCC "listing" Fidelity sol ETF and Canary xrp & hbar ETFs doesn't mean *anything* from regulatory standpoint. It's all on the SEC.
My conversation w/ @TuttleCapital... We discuss: -Latest on firm’s crypto ETF filings -Digital asset treasury cos -Approach to ETF product development -Role of crypto in portfolio -Future of tokenization via @CryptoPrimePod
*BlackRock* is exploring ways to tokenize ETFs... World's largest ETF issuer. via @olgakharif
My conversation w/ @TuttleCapital... We discuss: -Latest on firm’s crypto ETF filings -Digital asset treasury cos -Approach to ETF product development -Role of crypto in portfolio -Future of tokenization via @CryptoPrimePod
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Ben Fulton of @WEBsInv joins @ETFPrime to discuss defined volatility ETFs, including $DVXK, the WEBs Defined Volatility XLK ETF. Later, @AlgerInvest’s Arthur Nowak, CFA spotlights $ALAI, the AI Enablers & Adopters ETF, and $CNEQ, the Alger Concentrated Equity ETF. He also
$DVXK
If you can’t see connection b/w what’s happening in world right now & rise of crypto… Not sure what to tell you. Trust is eroding everywhere. People, especially younger generations, don’t trust *anything*. Not mainstream media Not social media Not Wall Street Trust = King
In today’s episode of who met w/ SEC Crypto Task Force… Mysten Labs. Who’s behind @SuiNetwork. Nobody busier than Crypto Task Force right now.
Nasdaq, world’s second-largest exchange, is now pursuing full stock & ETF tokenization… And Vanguard is still blocking client access to spot btc & eth ETFs.
VanEck HYPE ETF filing incoming…
“Last Friday, Eightco was $4.4mil company. On Monday, it closed w/ implied market value of $8.5bil”… That’s $4.4 *million* → $8.5 *billion* Basically overnight. If someone were pitching this as a movie, script would be tossed in trash for ridiculousness. “Scan the irises”
SEC Crypto Task Force met today w/ several cos to discuss convergence of crypto & AI… Read this. Will keep saying… don’t think people fully appreciate how *fast* things are moving.
*Nasdaq* files w/ SEC to allow trading of tokenized equity securities & ETFs... I remember when I was told crypto was a scam.
CNBC is calling it… It’s all over. “At some point, we are going to get to AI systems that are better than almost all humans at almost all tasks.”
First dogecoin ETF appears likely to launch this week… Rex-Osprey DOGE ETF (DOJE). Get ready. Think we’re in for *wild* next 2 months for crypto ETFs.
This week's ETF buzz... (chart via @Todd_Sohn)
While MSTR was snubbed by S&P 500, the first solana treasury co was approved for listing on Nasdaq… @solstrategies_ will begin trading on the exchange next week. Yet another example of crypto further encroaching on tradfi.
Former SEC Chair Gensler’s text messages from Oct 2022 to Sept 2023 are “missing”… I’m serious. Think about everything that happened in crypto during this time. Basically FTX collapse thru Grayscale spot btc ETF lawsuit. Makes you think.
Major exchanges continue to quietly work w/ SEC behind the scenes on generic listing standards for spot crypto ETFs… Given final deadlines on existing spot crypto ETF filings, reasonable to expect this would be in place by early October. Then crypto ETF floodgates open.
My conversation w/ @ThomasUhm... We discuss: -Liquid Staking Tokens & @jito_sol -Proof of Stake -VanEck JitoSOL ETF filing -100% LST ETFs vs spot crypto ETFs -Solana’s future via @CryptoPrimePod
My conversation w/ @ThomasUhm... We discuss: -Liquid Staking Tokens & @jito_sol -Proof of Stake -VanEck JitoSOL ETF filing -100% LST ETFs vs spot crypto ETFs -Solana’s future via @CryptoPrimePod
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Milestone today… First ever tokenization of an SEC-registered stock on Solana. “These are not derivatives or representations; they are Galaxy Digital Class A Common Stock, with all the rights that confers.” Can’t overemphasize how fast securities tokenization is progressing.
This week on @ETFPrime, @roxannaswan spotlights “ETFs going Hollywood," including how star-run funds stack up against 13F trackers. She and host @NateGeraci also explore what rising ETF closures say about niche thematics. Plus, F/m Investments CEO Alexander Morris breaks down
Joint statement from SEC & CFTC today on trading of spot crypto assets… Main takeaway? Crypto trading going mainstream. Will be on world’s largest venues. Think NYSE, Nasdaq, etc. Next stop after that? Every major traditional brokerage. I know you're paying attention now.
Robinhood met w/ SEC Crypto Task Force today to discuss regulation of crypto assets… Discussion included “tokenization of privately offered, OTC-quoted, & exchange-listed securities”. Major brokerages seeking to *quickly* expand crypto-related offerings.
Don't invest for the market you want, invest for the market you have…
Long term eth holders at $4,300…
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Global ETFs now own 7% of total final bitcoin supply… *7%* Nearly 1.5mil btc. via @HODL15Capital
Xrp ETF 2025 approval odds at 87% on polymarket… Personally think closer to 100%. <not investment advice>
Leader of the free world is all in on crypto… That’s the tweet.
Crypto regulation 2024 vs 2025…
Crypto now biggest portion of Trump family’s paper net worth… “WLFI is likely now the Trumps’ most valuable asset, exceeding their decades-old property portfolio.” Wild.
You heard it here first… People are severely underestimating investor demand for spot xrp & sol ETFs. Just like they did w/ spot btc & eth ETFs.
Lol… Repeat after me. Nobody. Knows. Anything.
Give me the investment case for this in 5 words or less…
“Next 12 to 18 months will see hundreds of crypto-related ETP launches”… Currently 90+ crypto ETF filings w/ SEC. What will investor demand look like once these start coming to market? @JSeyff & I go into some depth here. via @HeleneBraunn