A complex new way of investing has peaked the interest of the financial world. But what are these ETFs? Calamos Investments’ Matt Kaufman explains https://t.co/YPftbqEhaU ...

Supply Dynamics - Over 2 million Bitcoin, representing over 10% of the entire circulating supply, are now held by ETFs and active Bitcoin treasury companies [1] - Institutional demand is absorbing Bitcoin supply at a record pace [1] Market Impact - The accumulation of Bitcoin by ETFs and treasury companies creates long-term upward pressure on price [1]

Group 1: ETF Market Overview - The three major indices collectively rose, with the Shanghai Composite Index increasing by 0.97%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 1.84% [1][4] - Semiconductor-related ETFs led the gains, with the Semiconductor Equipment ETF rising by 4.85%, the Semiconductor Industry ETF by 4.84%, and the Kweichow Moutai Chip ETF by 4.73% [1][11] - The overall performance of ETFs showed that stock-type scale index ETFs had the best average increase of 1.65%, while bond-type ETFs had the worst performance with an average decrease of 0.04% [9] Group 2: Liquidity and Cross-Border ETFs - Several fund managers, including E Fund and Invesco Great Wall, announced the addition of liquidity service providers for their technology-themed ETFs, with over 20 technology-themed ETFs expanding liquidity service providers since the second half of the year [2] - The scale of cross-border ETFs is approaching 900 billion yuan, with the recent issuance of Brazilian ETFs marking the lowest placement ratio since 2021 at less than 12% [3] Group 3: Sector Performance - In today's market, the non-ferrous metals, electronics, and communications sectors performed well, with daily increases of 3.05%, 3.0%, and 2.37% respectively [6] - Over the past five trading days, the steel, coal, and media sectors showed the best performance, with increases of 4.06%, 3.77%, and 3.45% respectively [7] Group 4: ETF Trading Volume - The top three ETFs by trading volume today were the A500 ETF with a trading volume of 5.252 billion yuan, the Kweichow Moutai Chip ETF with 4.874 billion yuan, and the Sci-Tech 50 ETF with 4.873 billion yuan [14][15]

to me like it is a little concerning that like the the count overall has been going down. And the reason this is so like important to me, like existentially important to me is because the old people that buy Bitcoin, right, will always buy Bitcoin if they know that eventually young people are going to buy it. Because that's kind of the ultimate reflexivity built into the thesis of Bitcoin. The old want to buy it because the young love it and they want to participate in that wealth transfer. But the young pe ...

Bitwise Solana ETF (BOL) Performance & Outlook - Bitwise's Solana staking ETF (BOL) experienced significant inflows, reaching $417 million in its first week, including $67 million on one day alone [1] - The ETF is recognized as the fastest-growing new ETF launch of the year across all asset classes, indicating strong investor demand for Solana exposure [2] - Bitwise views the current market pullback as a favorable entry point for investors, with Solana trading below $160 [3] Solana's Potential & Staking Rewards - Bitwise emphasizes that investing in BOL provides exposure to both the growth of stablecoins and tokenization markets, with Solana poised to capture an increasing market share [4][5] - The company highlights Solana's potential for substantial growth (2x, 3x, or even 10x) in the coming years if both stablecoin/tokenization adoption and Solana's market share increase [7] - BOL stakes 100% of its Solana holdings, offering investors a yield of 7% or more, contributing to the ETF's attractiveness [8] Bitwise's Staking Leadership & Future ETF Plans - Bitwise is a leader in crypto staking, operating a dedicated staking division (Bitwise Onchain Solutions) [9] - The company plans to upgrade existing Ethereum staking ETFs to include staking rewards, similar to its European offerings and the new Solana ETF [10][11] - Bitwise anticipates launching more spot crypto ETFs tied to other altcoins like XRP, potentially offering diversified, index-based crypto ETF products in the future [12][13] Crypto Market Trends & Bitcoin Outlook - The crypto market is currently divided, with retail investors experiencing "max desperation" while institutional investors remain bullish [23][24][25] - Bitwise believes the market is nearing the end of the retail washout and anticipates a rally into the end of the year and into 2026, driven by institutional investment [26] - The company is optimistic about Bitcoin, suggesting it could reach new all-time highs by the end of the year (above $125,000 - $130,000) and potentially reach Michael Saylor's target of $150,000 [28]

RT FOMO HOUR (@fomohour)Mert reassures those who thought he left Solana:"We helped release the biggest SOL ETF of 2025 + a block explorer for Solana in the same week people said I was leavingOur fulltime job is to work on Solana" https://t.co/x1v5czQd41 ...

Market Trends & Risks - The crypto market's appreciation is now dependent on the Trump administration, despite initially being seen as a counter to authorities [1] - A significant risk is that major insiders are exiting the crypto market [2] - The crypto market is highly correlated to the stock market, behaving almost as the same trade due to ETF investments from traditional Nasdaq and S&P 500 investors [3] - Crypto is trading more like a risky asset in tandem with equities rather than a safe haven like treasuries [4] - Executive hubris and excessive bullishness in the crypto market are declining towards the end of the year [6] - Divergent weakness is observed in cryptos, with the Bloomberg Galaxy crypto index down almost 10% year-to-date despite the S&P 500 being up almost 17% [8] Technical Analysis & Correlation - Technical analysis is applicable to crypto, especially since many cryptocurrencies track nothing [13][14] - Cryptocurrencies are correlated; when Bitcoin drops 10%, other cryptocurrencies typically drop 20% to 30% [10] - The Bitcoin chart looks almost exactly opposite to the gold chart from a few months ago, raising concerns [17] Specific Cryptocurrencies & Market Sentiment - Dogecoin, with a $25 billion market cap, is considered a joke and attracts nothing, reminiscent of speculative excesses in past bull markets [11][12] - A potential crypto liquidation event could be triggered if Bitcoin breaks below $100,000, leading to a cascade effect [15] - MicroStrategy, a leading indicator of Bitcoin, is below its 200-day moving average and rolled over in August [18]

Crypto things you might have missed:-Trump predicts massive rally!-Experts predict spot XRP ETFs will launch in November-Big things are happening at @chainlink SmartCon-Galaxy Digital is bullish on $ZECJOIN THE LIVESTREAM NOW ON YOUTUBE AND X ...

QCP analysis notes that Bitcoin dropped overnight to the key $100k support level amid a stronger dollar and Fed policy uncertainty, weighing on risk appetite. U.S. spot Bitcoin ETFs saw around $1.3 billion in net outflows over four days, while over $1 billion in long liquidations and options hedging pressure added to volatility, keeping BTC under short-term pressure. Analysts suggest sentiment could recover if ETF flows stabilize and no new macro shocks emerge.https://t.co/2RMO4KFJxS ...

solana etfs pulled $70m monday. btc etfs lost $578m same day. eth etfs down $219m. first time sol etf flows exceeded both combined. $269m accumulated in 7 trading days during $2.1b liquidation cascade. institutions buying sol at $158 through regulated products in 401ks. your size is not size. ...