Expectations and Potential for Market Rallies in the Digital Asset Space

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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What could a physically backed Exchange Traded Fund (ETF) mean for digital assets? In this episode, Manuel Villegas, Next Generation Research Analyst, and Philipp Kraemer from the Digital Assets Advisory Team at Julius Baer, discuss the evolving dynamics in the digital assets space, specifically, the role of spot ETFs, a looming supply squeeze, and the regulators’ next moves.