The Milk Road Show Will Crypto ETF Flows Trigger the Next Altseason? w/ James Seyffart
Sep 4, 2025
In this insightful discussion, James Seyffart, a Bloomberg ETF analyst known for his expertise in crypto markets, unveils potential shifts in the altcoin landscape following Ethereum ETF approvals. He explores how increased institutional and retail interest might drive various altcoins like Solana and XRP into the spotlight. Seyffart also addresses the SEC's evolving regulatory framework and the intriguing idea that the next big gains could lie in public equities and digital asset treasuries rather than just tokens.
AI Snips
Chapters
Transcript
Episode notes
Institutional Flows Will Damp Volatility
- Institutional tailwinds and ETF approvals are slowly institutionalizing crypto markets and reducing boom-bust extremes.
- James Seyffart warns this shift may dampen volatility as advisors leg into products rather than sprinting in.
ETH Rally Driven By ETFs And DATCOs
- Ethereum price strength came from ETF flows plus Digital Asset Treasury companies (DATCOs) buying ETH.
- Only about 25–30% of ETF holders are visible via 13F filings, leaving much demand opaque.
Futures Are The Gate To Spot ETFs
- The SEC is building a framework linking spot ETF eligibility to futures contracts and surveillance sharing.
- If an asset has a compliant futures market for six months, it can more easily qualify for a spot ETF.