Episode Details
| Title | 2025's Crypto ETF Pipeline | James Seyffart |
|---|---|
| Date | 1/16/2025 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTCETF - Bitcoin ETFs have significantly outperformed expectations in their first year, with net inflows reaching $37 billion, far exceeding initial projections of $15-20 billion. The success extends to options trading, which has quickly achieved institutional-level liquidity.
- “We were way on the bullish side of, like, what most people expected these ETFs to do. I mean, we were in line with some of the the crypto ETF issuers specifically, like, on what we thought could happen. And even they were under undershot this by a dramatic amount. Like, we we thought these things could get $15,000,000,000 in net inflows in the 1st year, and that would be a very successful thing. We thought maybe up to 20, but it thought that was rather unlikely. These things did, like, $37,000,000,000 in their 1st year.” - James (0:00)
- “Even the options trading, which only started a couple months ago, tremendous success. Ibit's options volume is in, like it's through the roof. Like, it's absolutely insane. It's institutional level liquidity within 2 months of this launching.” - James (6:30)
- 🟢 $ETH - 🔒
- 🟢 $CRYPTOETF - 🔒
- 🟢 $TRADFI - 🔒