The Rollup How Institutional Money Is Changing Crypto Forever with James Seyffart
Oct 18, 2025
James Seyffart, a senior ETF analyst at Bloomberg focusing on digital assets, dives into the intersection of traditional and decentralized finance. He discusses the surge of over 150 digital asset ETF filings and the potential end of Bitcoin’s four-year cycle. Seyffart explains how institutional money is stabilizing volatility and gives insights on Huobi's innovative Ethereum treasury. He also compares gold and Bitcoin in the context of investment strategies, revealing the complementary roles they play in portfolios.
AI Snips
Chapters
Transcript
Episode notes
Massive ETF Filing Pipeline
- There are over 150 ETF filings for digital assets covering many strategies from spot to leveraged and covered-call exposures.
- Only about nine traditional spot-like assets are likely to meet new generic listing standards before end of 2025.
Underlying Market, Not Wrapper, Drives Flows
- ETF demand depends heavily on underlying market momentum rather than the wrapper alone.
- Basket/index crypto ETFs could attract significant trad‑fi advisor flows even if single-asset ETFs underperform initially.
Institutional Flows Will Damp Volatility
- Institutional allocations via ETFs will likely dampen long-term volatility through systematic rebalancing.
- That rebalancing creates selling on big rallies and buying on drawdowns, muting extreme cycle amplitudes.