In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in the pipeline. We also delve into the impact of ETF options on the crypto market, the ETF gap risk, and much more. Enjoy!
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Timestamps:
(00:00) Introduction
(02:24) Bitcoin ETF Anniversary
(06:29) Evolving Allocator Perspective
(10:50) Largest ETF Buyers
(14:40) BTC Spot-Futures Arbitrage
(16:46) ETH ETFs
(19:58) Ethereum Narrative Problem
(21:13) New ETF Filings
(26:16) Ads
(27:50) Impact Of Options On Crypto
(30:52) Crypto Narratives To Drive Demand
(33:29) Potential Altcoin ETF Filings
(38:38) ETF Gap Risk
(41:12) Basket ETFs
(46:17) 2025 Outlook
(49:48) DAS 2025
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Supply Shock