Stablecoin Inflows - Ethereum's stablecoin inflows reached $67 billion in the past 7 days [1] - Ethereum's total stablecoin base exceeds $145 billion, accounting for over 50% of the entire market [1]

ETF Market Trends & Flows - Gold ETFs are experiencing significant inflows, hitting record highs and surpassing S&P 500 ETFs in popularity, indicating a potentially bearish market sentiment [1][2] - Equity buying is prevalent, with interest in S&P 500, bonds, and internet ETFs, suggesting a mixed approach of seeking both growth and hedging [3] - Small-cap ETFs are seeing mixed interest, with initial buying followed by quick exits, while fundamentally or factor-weighted approaches are gaining traction [3][11] - Bitcoin ETFs are competing with gold as a store of value, with cumulative flows showing a dynamic race between the two asset classes [4] - Zero-fee funds are attracting the bulk of ETF inflows, with over $300 billion flowing into products costing 10 basis points or less [22] Active vs Passive ETF - Active ETFs are gaining traction, representing close to one-third of overall flows, with firms like Baron entering the space [2][15] - Fees may be less important for active ETFs, as investors prioritize performance and are willing to pay for active management and security selection [16][18] - Vanguard's active mutual funds have outperformed the SPY (S&P 500 ETF) at a higher rate than some peers, attributed to lower fees and less turnover [24][25] - The approval of semi-transparent or non-transparent ETFs was symbolically important but did not necessarily translate into assets [42] Vanguard's Strategy & Position - Vanguard is a leader in low-cost products and is expected to push active ETFs significantly, leveraging its substantial assets under management (approximately $14 trillion to $15 trillion) [20][29] - Vanguard may eventually allow a Bitcoin ETF to capture trends among younger investors [30] - Vanguard's outperformance in active management is linked to lower fees, which allows managers to take less risk and still deliver competitive returns [26][27] Megatrend ETF & Thematic Investing - Lazard Asset Management launched a Megatrends ETF (TMHZ) to capitalize on long-term trends like AI, health, consumer behavior, and data, with a 50 basis points fee [32][35] - Thematic ETFs can fit into model portfolios as tactical themes, and active management may improve client performance in this space compared to passive approaches [38][39] - The goal of megatrend investing is to access long-term themes that will play out over decades, differentiating it from individual themes with shorter lifecycles [40]

Cryptocurrency Market Flows - Bitcoin spot ETFs saw inflows of $333 million [1] - Ethereum spot ETFs recorded outflows of $135 million [1]

Bitcoin Tops $109K as Ethereum Inflows ‘Dominate’: CoinShares► https://t.co/3SLn6o2ZWD https://t.co/3SLn6o2ZWD ...

Inflow Trends - Digital assets saw inflows of US$2.48 billion last week [1] - August inflows reached US$4.37 billion [1] - Year-to-date inflows totaled US$35.5 billion [1] Asset Under Management (AUM) - AUM slipped 10% to US$219 billion [1] Cryptocurrency Performance - Ethereum led inflows with US$1.4 billion last week [1] - Bitcoin saw inflows of US$748 million last week [1] - Ethereum added US$3.95 billion in August [1] - Bitcoin lost US$301 million in August [1]

JUST IN: 🇺🇸 US Bitcoin ETFs bought 1,620 BTC yesterday vs only 450 mined3.6x new supply4 straight days of inflows 🔥 https://t.co/konnmc4HHu ...

Ethereum ETFs on track for $4 billion in August inflows while Bitcoin funds face outflows https://t.co/XVTYZyS85d ...

The BTC ETFs had more inflows yesterday than the ETH ETFs for the first time since August 7$178.9M for BTC and $39.1M for ETH https://t.co/zRydwHOZV8 ...

Spot #Ethereum ETFs pulled in an impressive $307 million in daily inflows, far outpacing Bitcoin ETFs and signaling strong institutional demand ⚡ ...

Spot Ethereum ETFs see $307 million in daily inflows, beating Bitcoin ETFs again https://t.co/nhr9jkp2i3 ...