Interest Rate Expectations - Most major banks anticipate the Federal Reserve to cut rates by 25-100 basis points (0.25%-1%) starting as early as July [1] Cryptocurrency Regulation and Legal Matters - Circle has applied for a U S national trust bank license [1] - The U S Supreme Court has rejected an appeal to block the IRS from accessing Coinbase user data, allowing the agency to collect information on over 14,000 crypto customers [1] - Senator Lummis is drafting an amendment to allow Americans to use Bitcoin and crypto without fear of tax violations [1] Cryptocurrency Products and Market - REX-OSPREY $SOL ETF with staking is set to begin trading this Wednesday [1] - SEC acknowledges amendment to convert Grayscale Digital Large Cap Fund into an ETF covering $BTC, $ETH, $XRP, $SOL, and $ADA [2] - Bloomberg raises approval odds for spot XRP, SOL, and LTC ETFs to 95% [3] Institutional Involvement in Cryptocurrency - American Bitcoin Corp, backed by Trump's sons and Hut 8, raises $215 million to buy more Bitcoin [3] - Germany's largest bank group Sparkassen will launch crypto trading for retail clients by summer 2026 [3] Leadership Transition - Treasury Secretary Bessent says they'll begin working on Fed Chair Powell's successor in the coming weeks and months [1]

Core Viewpoint - The ETF market shows mixed performance with specific ETFs leading gains while others experience declines [1] Group 1: ETF Performance - The Hong Kong Stock Connect 100 ETF (159788) leads with a gain of 2.76% [1] - The Chengdu-Chongqing Economic Circle ETF (159623) increases by 2.18% [1] - The CSI 300 ESG ETF Southern (560180) rises by 1.98% [1] - The S&P Oil & Gas ETF (513350) experiences a decline of 1.38% [1] - The Battery Leaders ETF (159767) also falls by 1.38% [1] - The ChiNext 50 ETF by Harvest (159373) decreases by 0.97% [1]

Thematic Investing & ETF Market - The ETF market is evolving towards active management, with active equity funds accounting for 30-40% of flows in the last three months [17][18] - Thematic investing is not new, with early ETFs targeting small emerging markets and select sector spiders [16][17] - Investors are using actively managed ETFs as an "explore strategy" against their core, which is typically cheap beta [29][30] - The industry is aware that relative performance is something to be mindful of, and technical research teams are helpful in this regard [24] FundStrat's "Granny Shots" Strategy - FundStrat uses a thematic-based research approach, identifying long story arcs and population trends to drive investment decisions [4] - The "Granny Shots" strategy involves selecting stocks tied to at least two important themes to reduce risk [8][9] - The "Granny Shots" portfolio consists of 35 stocks from the S&P 500, tied to seven key themes driving the market [10] - FundStrat rebalances the portfolio every quarter and reviews themes monthly, potentially adding or deleting themes [15][24][25] Cryptocurrency & Bitcoin ETFs - Bitcoin ETFs have been a successful product launch, but Bitcoin's price has churned due to in-kind exchanges and early investors taking profits [33][34][35] - The next big thing in crypto ETFs may be staking, with filings for Solana and ETH staking products [39][41] - Buying the cheapest Bitcoin ETF is cheaper than most direct cash to Bitcoin transactions on crypto exchanges [39] International Investing - The S&P 500 has underperformed core emerging and developed markets year-to-date, partly due to a weaker dollar [44][45] - International diversification is beneficial, especially for those with a strong home bias towards US investments [47] - Over 95% of international markets are small and mid-cap companies, unlike the US market with its large, dominant tech companies [49]

🔥 BULLISH: Bloomberg raises approval odds for spot XRP, SOL, and LTC ETFs to 95%. https://t.co/IPlMzmr96q ...

🚨 UPDATE: SEC delays staking decision for Bitwise spot ETH ETF. https://t.co/vDpQ6QZEgk ...

WELCOME TO "BLOOMBERG ETF IQ. " I'M SCARLET FU. KATIE: I'M KATIE GREIFELD. REMARKABLE TURNAROUND FOR STOCK SPLIT KATIE: IT HAS BEEN STUNNING. THE MORE THAN $15 TRILLION GLOBAL ETF INDUSTRY, WITH THE FIRST HALF OF 2025 NEARLY IN THE BOOK, STOCKS AT AN ALL-TIME HIGH. S&P 500 ON PAYS FOR ITS BEST QUARTER SINCE DECEMBER 2023. SCARLET: WITH TWO-YEAR YIELDS AT LOWS, WE LOOK AHEAD AT WHAT IS IN STORE FOR THE BOND MARKET RICK RIEDER OF BLACKROCK. KATIE: AND THE NEXT GENERATION OF CRYPTO FUNDS EDGING CLOSER TO AVAIL ...

Rex-Osprey to launch 'first-ever staked crypto ETF in the US' for trading on Wednesday https://t.co/6nDA3tLFL5 ...

RT db (@tier10k)*REX-OSPREY SOLANA ETF WITH STAKING SET TO BEGIN TRADING WEDS, CEO SAYS ...

fasterdb (@tier10k):*REX-OSPREY SOLANA ETF WITH STAKING SET TO BEGIN TRADING WEDS, CEO SAYS ...

ETF News - Rex-Osprey Solana ETF with staking is set to begin trading on Wednesday [1] Market Sentiment - The document expresses excitement about the Solana ETF launch [1]