Bitwise Preps Hyperliquid ETF Launch Amid 200% HYPE Surge
Bitwise w another update to Hyperliquid ETF includes ticker $BHYP and fee 67bps. Typically that means launch soon. HYPE is up 200% in past yr so they prob trying to strike while iron hot https://t.co/xt5gc9BpSI
Q1 ETF Launches Surge, Set to Smash Flow, Volume Records
256 ETF launched in Q1, which is 6% ahead of last year's record pace. They're also on pace to break last year's flow record by 30% and volume record by 50%(!). Still a lot of game left but man, unbelievable....
Night ETF Outperforms Day, yet Combined Holds All Gains
Lost in all the fanfare of $MSBT launching was that The Bitcoin After Dark ETF $NGHT also launched Wed. And it was meh volume first day but big jump on Day Two. Will be fun to compare these two, Day...
Magical Mystery Tour: Beatles' Underrated Masterpiece Amid 18‑Month Blitz
Arguably the most underrated Beatles album.. it's got like 8-9 all-time songs on it. They put out this album, Sgt Pepper's and the White Album in a span of 18months, which is just beyond comprehension.
Memory ETF DRAM Surpasses $1 B in First Week
The Memory ETF $DRAM keeps growing volume, now $1b in its first week, outside of IBIT & Co, it's the most successful launch in years. Came out of left field too, I def didn't see this coming. I'm still not...
Bitcoin ETF's Record Debut Signals Morgan Stanley's Expanding Digital Lineup
"It was the best first day of trading for any of our ETFs.. We had to start with bitcoin (ETF), but this is just the first of a long road map of new products both on the asset mgt side...
MSBT's 14bps Spurs Fee War, IBIT Holds Firm
Nice ETF IQ clip.. and yes, $MSBT coming at 14bps could entice others to cut, or new entrants to come in even lower. Fee wars are part of life in the Terrordome = hell for issuers, but heaven for investors....
VOO Reclaims YTD #1 Spot After Massive Inflows
$VOO has been on a tear, +$8b in flows in past 5 days, now firmly back in the #1 spot YTD after $SPYM had shocked all by knocking it out of the top spot for a few days. I had...
VOO & Chill: Simple, Peaceful Path to Top Returns
Def surreal to hear it said like that, but this is why VOO & Chill is America's #1 investment strategy. It worked yet again as mkt up big today. Much more peaceful and profitable existence vs worrying/overthinking something that really...
Morgan Stanley Cuts ETF Fees Amid Strong HNW Demand
BIG: “We really wanted to show our commitment by having that lower fee,” Allyson Wallace, global head of ETFs at Morgan Stanley. “The demand, especially from the high-net-worth investors, has been quite high. Viewed at the firm level, this is...
Morgan Stanley Bitcoin ETF Launches, Targeting $5B AUM
BIG BOY LAUNCH: Morgan Stanley Bitcoin ETF $MBST hits the market today, arguably biggest btc launch since they began. Here are our predictions: $5b in aum in first year and $30m in Day One volume. What do you think? Winner...
U.S. Stocks Rise for Fifth Consecutive Day
All that and US stocks closed the day UP.. 5th straight day of gains. https://t.co/aNxOTPxAmF
Morgan Stanley's Bitcoin ETF MBST Launches on NYSE Tomorrow
Morgan Stanley Bitcoin ETF $MBST going effective tomorrow looks like, Wed 4/8, via NYSE listing notice. https://t.co/n95IKdbefU
DRAM ETF Posts Record-Breaking Early Trading Volumes
Was expecting zzzz but Shocker instead.. $DRAM (Roundhill Memory ETF) traded $250m in first to days, and $10m pre-market today. That makes no sense, esp for a theme ETFs. They prob lined invs up, but even still that's bonkers, Top...
VOO Regains Lead Over SPYM in YTD Flows
$VOO back on top after $SPYM had a few days with more YTD flows.. I had a feeling it wouldn't last as VOO's "and I took that personally" > SPYM's "you killed my father, prepare to die" altho the battle...
Boomers Dump $500M Into Bitcoin ETFs Amid Turmoil
Nice pic of Boomers yesterday after pouring in half a billion dollars into bitcoin ETFs (which filled YTD hole) despite prolonged Iran war, risk off headlines, quantum white papers and OG FUD https://t.co/4O9cgFlV23
Trump-Era Markets Thrive, Except March Downturns
March Madness: the stock market has done well under Trump (both terms) EXCEPT the month of March. All the big negative mkt catalysts seem to happen in March (COVID, Tariffs, Iran). Here's S&P long term avg vs Trump Years. Do...
Morgan Stanley's 14bps Bitcoin ETF: Big Deal
Nice look at historical assets of the Big Four wirehouse firms.. Or why MS launching a bitcoin ETF at 14bps is a BFD.. via BI FLOW https://t.co/etoW9AQFPc
Bitcoin Keeps Returning to $69k Price Level
Bitcoin at $69k.. once again.. I feel like it just loves this price point in a 'the most ironic outcome is the most likely' kinda way. Has anyone ever studied which price bitcoin has spent most of its life at?...
BlackRock Targets Invesco's QQQ Monopoly with New ETF
SHOCK: BlackRock is planning a Nasdaq 100 ETF in direct challenge to Invesco’s monopoly w $QQQ(M). Big boy product battle for a unique index, that’s not beta, not tech but it crushes everything. Big variable will be fee. My early...
Solana Processes ~65k TPS, Far Outpacing Ethereum
Q: How much faster is Solana than Ethereum? I've seen a variety of answers on internet. What would you say and who is the best legit source to use? @JSeyff
BWET Posts 1,000%+ Return, Rare Non‑leveraged ETF Miracle
$BWET has done it. Has a 1yr return of over 1000%, which I'm almost certain is the first time a non-leveraged ETF hit quadruple-digit returns in the range of one year. Perhaps even more amazing it only has $50m in...
Citadel Crypto Exchange Seeks National Bank Trust Status
Citadel's crypto exchange is applying to be a national bank trust so it can provide custody, asset mgt and trading services. https://t.co/CIc49YaMV3
SPYM Doubles Competitors, Leads VOO in YTD Flows
Inigo Montoya, err I mean $SPYM, took in double any other ETF over the past month. Now has comfortable lead over $VOO in YTD flows. https://t.co/jLeSeHAiNw
ARK Adds Private OpenAI to ETFs, 3% Stake
ARK is going to add private co OpenAI into some of its ETFs. I believe it’s 4th ETF to do this, and def not the last. 3% weighting. Nice scoop from @shiringhaffary @isabelletanlee https://t.co/OITULFSOS1
Tax-Free 351 ETFs Surge to $16B Across 77 Funds
351 ETFs (where investors make tax free exchange of highly appreciated stocks for ETF shares) are growing like crazy, there’s now 77 of them on the market w $16b in assets. We asked @TaxAlphaInsider on ETF IQ where he sees...
IShares Bitcoin Premium Income ETF Ticker BITA Filed
We got a ticker for the upcoming iShares Bitcoin Premium Income ETF: $BITA They just filed an amended S-1 for this highly anticipated sequel. No fee yet tho. My over/under is 38bps. https://t.co/PuRJqRijLy
Greece Upgraded to MSCI Developed Market Status
Greece has been promoted to a developed market by MSCI, no longer emerging, in the big leagues now. Congrats to @psarofagis as well as John Stamos. https://t.co/BE1V9ht86u
March Sets Record $158B USO Trade in 20 Years
$USO has traded $158b worth of share in March. Here's what that looks like compared to every other months in its 20yr history. https://t.co/R1flDcvjqy
All the “Puts” Are the Same Simple Concept
Now we got the Buffett Put along w the Fed Put, the Trump Put and the Vanguard Put. This really isn't complicated, ppl just like to make it so.
SPYM Surges to #1 YTD Flow Amid Odd Rebalancing
My note on $SPYM last week was timely, it's now the #1 YTD in flows. It's been ages since anything other than the Mighty VOO was in top spot. Some weird rebal flows going on so may be short-lived but...
Investors Rush Short‑Term Treasuries Amid Equity‑Gold Decline
With equities down and gold in the gutter (zero corr can be a nasty surprise), investors are PILING into treasury ETFs, which took in about $30b in March, over double recent monthly avg, namely ultra short like $SGOV and $BIL...
Google Prioritizes Crypto Research Over Critical Security Issues?
I have the same q. Not discounting threat (that's a whole sep debate) but why would Google apply this research time/money on crypto vs something of way more societal consequence, like military defense systems, the global banking system or even...
LeverageShares Proposes Inverse 2x Bitcoin Volatility ETF
LeverageShares filing for an inverse and -2x Bitcoin Volatility ETF. Like $XIV and $TVIX but for Bitcoin. https://t.co/N8XxMw12uQ
T‑Strive Digital Credit ETF Filing Announced by Tuttle & Strive
New filing for T-Strive Digital Credit ETF which will hold the preferred securities of DATs. T-Strive is new issuer too, joint production by Tuttle and Strive. https://t.co/xxbAAOmVEH
ETF Closures Surge, Average Age Halved, Consolidation Looms
We seeing an uptick in ETF closures as issuers trim fat and get rid of spaghetti that didn't stick. Notable that they getting MUCH less patient. The avg age of a liquidated ETF this year is 1yr 9mo, about half...
Bitcoin’s Declining Coolness Mirrors Facebook’s Mass Adoption
Bitcoin rn feels like when your parents joined Facebook. On one hand it’s not as “cool” anymore bc of the Boomers but on the other hand Facebook’s user base grew to from like 1b to 3b people since the...
U.S. Stocks Always Rebound to All‑Time Highs
You can simplify it even further: The U.S. stock market has a 100% perfect record of coming back from downturns to hit ATHs. This indisputable truth is the ultimate anxiety killer. Better than Xanax. Instantly renders all doomer columnists and...
Bitcoin ETFs: The Safest, Simplest Way to Invest
Let me address this bc i see it a lot. Yes if you want to use bitcoin as currency you need to DIY. But most normies just want to invest in the most painless way. This is why crypto exchanges...
2bps Fee Cut Propels SPYM to Vanguard‑Level Flows
Wrote today about the Power of One (Basis Point). $SPYM cut its fee to 2bps, making it the cheapest of the 4 SPX ETFs by just 1bp and BOOM, hockey stick aum growth after a decade in oblivion. It is...
One-Click ETF Share-Class Swaps Eliminate Tax Hassles
'You will soon be able to log into your brokerage acct and click one button (to instantly move your $ from a MF share class to an ETF class with no tax implications). Today it's a manual process that is...
US Stock Market Among Least Concentrated Globally
You think the S&P 500 Index is too concentrated? Try going to another country for a while. The US is one of the *least* concentrated markets. Here's countries ranked by the % of market made up by top 10 biggest...
Cryptex ETF to Directly Hold 30
New filing for the Cryptex Digital Market Cap ETF (which has chosen the ticker $BAGZ) structured using Cayman subsidiary and looking to hold 30-ish cryptos directly (which would blow away the curr baskets on mkt) if I'm reading it correctly...
Bonds and Gold Drop, Boosting Money‑Market and Buffer ETFs
Where Have All the Hedges Gone? - @psarofagis channeling Paula Cole into a timely note today re how once again bonds fell with stocks. This time gold fell too. This is why Money Mkt Funds and Buffer ETFs are increasingly...
Morgan Stanley Bitcoin ETF Listed on NYSE, Launch Imminent
Morgan Stanley Bitcoin ETF $MSBT got an official listing announcement from NYSE, that typically means launch imminent.. https://t.co/SDDVyAGfpJ
Victory Capital Abandons Janus Deal over Committee Opposition
Victory Capital has pulled out of Janus acquisition after not getting support from Janus’ “special committee” https://t.co/VSWcoMUQal
Gold Shows Zero Stock Correlation; Bitcoin Slightly Linked
Wrote today about how investors just got a big-time reminder that gold has *zero* correlation to stocks, not inversely correlated. Big difference. Good diversifier but unreliable hedge. Bitcoin is similar but w more correlation (0.45) w stocks. Both unpredictable but...
US Equities Outpace Global Markets After Iran Strike
Nice look at US stocks' performance vs international after geopolitical shocks. US tends to be cleanest dirty shirt in these times. This time no dif, $VOO down 4.6% since Iran strike but $EFA down 9%. Nice note (which he put...
Bitcoin ETFs Surge $2.5B, Defying 40% Price
Yeah bitcoin ETFs now $2.5b for month and one good day away from completely digging out of their YTD flow hole. $IBIT is already there and then some, in top 2% among all ETFs in YTD flows. Again, incredible fortitude...
Finding Comfort in Shared Memories After Dad’s Passing
Back today after being out of commission for a while. I lost my dad about 10 days ago. We were close. I knew the day would come, he was declining health-wise, but it didn't soften the blow. But he lived...
