Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

21 Aug 2024

The Argentina ETF $ARGT has been the best performing out of 46 country ETFs since 11/17/23 prior to President Milei's election victory as well as year-to-date in 2024

Source: Bespoke

14 Aug 2024

Bitcoin, ETFs on track to surpass the Satoshi stack by the end of 2024

Source: Bitcoin news

30 Jul 2024

As highlighted by Eric Balchunas

The Reshoring ETF $RSHO is quietly nursing a 9-week flow streak (after being ignored since birth) which boosted its assets under management 7x this year. The American Industrial Renaissance ($AIRR) 3ETF also saw AuM jump by $800m YTD. BlackRock noticed this and launched iShares US Manufacturing ETF $MADE. All these ETFS are exposed to Trump Trade 2.0 but this theme spans beyond politics. Source: Bloomberg, Eric Balchunas

24 Jul 2024

BLACKROCK UPDATED THEIR WEBSITE.

$ETHA

24 Jul 2024

DAY ONE in the books for ETH ETFs who did $1b in total volume, which is 23% of what the spot bitcoin ETFs on their first Day and $ETHA did 25% of $IBIT's volume.

The gap between $ETHE and The Newborn Eight is a healthy +$625m (a sizable chunk of which *should* convert to inflow Source: Eric Balchunas

24 Jul 2024

NEW: BlackRock's Bitcoin ETF has had more inflows this year than the Nasdaq-tracking $QQQ ETF.

Source: Bitcoin Archive

24 Jul 2024

U.S. Bitcoin ETFs accumulated almost one million Bitcoin (~911k) in just 6 months

That’s 1/21 of total supply that will ever exist! Source: Carl MENGER on X

23 Jul 2024

ETF YTD net flows ranking... iShares Bitcoin spot ETF $IBIT has passed Invesco Nasdaq 100 $QQQ into YTD net flows.

And could pass Vanguard's Total Stock Market ETF very soon too. Compare the net sizes of these ETF's vs. net inflows. Demand for Bitcoin via ETF has been relentless. Unprecedented really. Source: SpencerHakimian, Bloomberg

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks