Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclosures and disclaimers related to investment positions and advice [1][2]. Group 1 - There is no stock, option, or similar derivative position held by the analyst in any mentioned companies, nor plans to initiate such positions in the near future [1]. - The article expresses personal opinions of the author and does not reflect the views of Seeking Alpha as a whole [2]. - The content does not provide any investment recommendations or suitability advice for particular investors [2].

$ETH supply absorption through the ETFs is way faster than Bitcoin’s right now. 👀This means Ethereum is being bought up much quicker, reducing available supply faster than Bitcoin. https://t.co/nDwghLPAYi ...

Market Trends & Regulatory Landscape - Bitcoin crossed above $100,000 for over two months, indicating consistent demand despite volatility [5] - The Genius Act is considered the most important piece of legislation for the crypto industry, with knock-on effects impacting Bitcoin and broader access to the digital asset ecosystem [4] - The U S Treasury is scheduled to release its report on digital assets on July 30th, providing investors with insights into the administration's roadmap [10] - The US is slowly becoming the center of attention in the crypto space due to a rapidly changing regulatory and legislative environment [21] Institutional & Corporate Adoption - Bitcoin ETFs hold approximately $150 billion, reflecting strong retail and institutional interest [6] - Corporations are increasingly viewing Bitcoin and other digital assets as valuable additions to their balance sheets [14] - Corporate crypto treasuries are emerging, with companies raising capital to acquire Bitcoin or Ether [12] Stablecoins & Ethereum - Ethereum is expected to play a significant role in the adoption of stablecoins following the new legislation [7] - Stablecoins are viewed as a significant on-ramp for individuals to gain exposure to Bitcoin and other digital assets [24] - Layer 2 solutions built on Ethereum are powering mainstream traditional finance, with fintech players showing increasing interest [25] Potential Risks - Geopolitical and macroeconomic events pose a risk, as crypto assets tend to trade as risk assets [16]

🚨 YESTERDAY THE ETFSSOLD $85 MILLION WORTH $BTCBOUGHT $332 MILLION WORTH $ETHMONEY IS FLOWING INTO ETH 🔥 ...

Core Insights - Bitcoin and gold have both experienced a year-to-date return of 28% as of July 16, 2025, indicating a trend towards diversification in investment portfolios [1][8] - The rise in international stocks, a positive return in the bond market, and gains in alternative assets have contributed to this diversification trend [1] Investment Themes - Investors are increasingly turning to ETFs to gain exposure to alternative assets like gold and bitcoin, as well as niche altcoins and precious metals [2] - Total assets under management (AUM) in gold ETFs surpassed $170 billion in April 2025, while cryptocurrency ETFs reached $123.9 billion by April 30 [3] Market Comparisons - Gold's market cap stands at approximately $22.6 trillion, significantly larger than Bitcoin's market cap of around $2.4 trillion [4] - The SPDR Gold Shares ETF (GLD) is the leading gold ETF with $102 billion in AUM, while the iShares Gold Trust (IAU) has $48 billion [5] ETF Performance - The iShares Bitcoin Trust ETF (IBIT) is projected to exceed $100 billion in AUM soon, having reached $86 billion by mid-July [7] - IBIT has grown at a remarkable pace, hitting $80 billion in just 374 days, significantly faster than previous records [7] Other Asset Performance - Other metals like platinum and palladium have seen substantial gains, with platinum up over 50% and palladium up 40% in 2025 [9] - Ether has also rebounded, moving back into positive territory after a significant decline earlier in the year [10] Emerging Trends - The crypto market is witnessing innovations and new products, with a focus on Solana and leveraged products for cryptocurrencies like XRP [11] - Active ETF AUM is on the rise, complementing the growth of low-cost index funds, indicating a shift in investment strategies [13] Conclusion - The year 2025 has been characterized by volatility, driving strong performances in gold and bitcoin, with central banks actively purchasing gold and a "buy the dip" mentality in the crypto market [14]

RT New Era Finance Podcast (@new_era_finance)Let's talk #ETFs!A brand new episode of New Era Finance with @JSeyff is out now!Go watch or listen on your favorite streaming platform: 📺 YouTube: https://t.co/EOk5uoEcm6🎙️Spotify: https://t.co/58Zir9dLrg🎧Apple Podcast: https://t.co/M8BVcT0hIQ ...

tradfi isn't coming through etfs or institutional desksthey're entering through game mechanics• auto-roll features = automated trading bots• 20x premium rolls = normalized leverage• xp rewards = yield farming psychology$50b tvl on aave while abstract gaming leads mass psyops. wall st doesn't even realize they're late ...

ETFs are buying billions worth of $ETH.Everything under $4,000 is cheap! https://t.co/3H9cNAFDPH ...

● NO ETFs● WORST CRYPTO ADMINISTRATION● LIMITED INSTITUTIONAL BUYING● NO GLOBAL ADOPTIONYET, BITCOIN HIT $1.3 TRILLION MCAP IN 2021.THIS CYCLE, ETHEREUM HAS:● SPOT ETFs● PRO-CRYPTO ADMINISTRATION● COMPANIES BUYING HEAVILY● INSTITUTIONS BUILDING ON ITAND YOU DON'T THINK IT'LL HIT $10,000 THIS CYCLE.MARK MY WORDS, ETH WILL BE THE FASTEST ASSET TO HIT $1T MCAP. ...

ETF Products - New ETFs offer exposure to stock selections of prominent investors like Warren Buffett and Bill Ackman [1] - Industry experts suggest the branding of these ETFs may be their primary value [1]