Bankless What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart
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Sep 25, 2025 James Seyffart, a Senior ETF analyst at Bloomberg Intelligence, dives into the booming world of crypto ETFs. He discusses the explosive growth of Bitcoin and Ethereum ETFs, the nuanced debate between ETFs and DATs, and the rapid institutional inflows shaping the market. Seyffart shares insights on regulatory hurdles for staking in ETFs, the rise of tokenized ETFs, and the future of crypto companies in the S&P 500. This chat is packed with cutting-edge analysis that you won't want to miss!
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DATs Complement ETFs
- DATs (decentralized autonomous trusts) are another way to access crypto rather than direct competitors to ETFs.
- James Seyffart views some DATs like banks that can trade at premia if they generate yield from underlying tokens.
Choose ETFs For Pure Beta
- If you only want pure beta exposure to an asset, use an ETF for simplicity and regulation-backed protections.
- Avoid DATs if you want minimal counterparty and governance risk from repurposed corporate entities.
Bitcoin ETFs Changed Liquidity
- Bitcoin spot ETFs are the largest launch ever and have attracted tens of billions in new capital.
- They created deep liquidity and derivatives markets that enable institutional participation.