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On The Margin
The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan
Oct 17, 2024
In this discussion, Matt Hougan, Chief Investment Officer of Bitwise Asset Management, dives into the rising trends of BTC vs ETH ETFs. He clears up misconceptions about ETF flows and highlights the gradual growth of the market. Regulatory clarity is crucial for future success, especially for altcoins. Matt also emphasizes the value of adding Bitcoin to traditional portfolios for enhanced returns while managing volatility. Tune in for insights into the evolving landscape of crypto ETFs!
45:53
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Quick takeaways
- The early phases of ETF growth often show low inflows, suggesting Bitcoin ETFs may mirror historical trends of eventual substantial growth.
- Divergent asset flows between Bitcoin and Ethereum ETFs reflect differing market perceptions, with expectations that Ethereum will gain traction as the market matures.
Deep dives
Understanding ETF Flow Dynamics
Many investors misunderstand the flow dynamics of ETFs, particularly in relation to the multi-year growth trajectory they often experience. In the initial phases, such as the first two years, ETFs may see low asset inflows before hitting their stride in later years. For example, the gold ETF initially struggled to gain traction but eventually entered a phase of consistent inflows over several years. This trend suggests a confidence that future flows for Bitcoin ETFs will follow a similar pattern, potentially outpacing previous years as they become more widely adopted in institutional settings.
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