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58 posts tagged with "ETF"

Exchange-traded funds

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Altcoin Derivatives Go Mainstream: What Volatility Shares' 2x Leveraged ETFs for SOL, ADA, and DOT Really Mean
·Dora Noda·6 min

Altcoin Derivatives Go Mainstream: What Volatility Shares' 2x Leveraged ETFs for SOL, ADA, and DOT Really Mean

Volatility Shares filed for 2x leveraged ETFs targeting Solana, Cardano, and Polkadot following the SEC-CFTC joint classification of 16 crypto assets as digital commodities. Here's what these products mean for institutional adoption — and the volatility decay math traders need to understand before using them.

ETF
Solana
Cardano
Polkadot
+1
Is Bitcoin's Four-Year Cycle Dead? How ETFs, Macro Forces, and $128B in Institutional Capital Rewrote the Rules
·Dora Noda·9 min

Is Bitcoin's Four-Year Cycle Dead? How ETFs, Macro Forces, and $128B in Institutional Capital Rewrote the Rules

Bitcoin's legendary four-year halving cycle has failed for the first time — the post-halving year finished red as $128B in ETF capital made supply shocks irrelevant. Three competing models explain what comes next.

Bitcoin
crypto
institutional-investment
ETF
+2
The SEC-CFTC Crypto Taxonomy: How 68 Pages Redrew the Line Between Securities and Commodities
·Dora Noda·9 min

The SEC-CFTC Crypto Taxonomy: How 68 Pages Redrew the Line Between Securities and Commodities

On March 17 2026 the SEC and CFTC jointly classified 16 major crypto assets as digital commodities, creating a five-category token taxonomy that unlocks multi-asset ETF baskets, staking-enabled funds, and the largest institutional product wave since Bitcoin spot ETFs launched.

regulation
ETF
institutional-investment
crypto
+2
Trump's Tariff War Exposes Crypto's Identity Crisis: Risk Asset, Digital Gold, or Something Else Entirely?
·Dora Noda·9 min

Trump's Tariff War Exposes Crypto's Identity Crisis: Risk Asset, Digital Gold, or Something Else Entirely?

One year after Liberation Day, Trump's tariff regime has exposed crypto's deepest identity crisis. Bitcoin's 0.88 correlation with the S&P 500, a 47% drawdown from its ATH, and billions in ETF outflows challenge the digital gold thesis — while stablecoins surging to $315B supply and $7.2T monthly volume reveal blockchain's true product-market fit.

Bitcoin
crypto
stablecoins
regulation
+3
Crypto Fear & Greed Index Hits 9: Why the Worst Sentiment Since 2022 May Signal the Best Opportunity of 2026
·Dora Noda·8 min

Crypto Fear & Greed Index Hits 9: Why the Worst Sentiment Since 2022 May Signal the Best Opportunity of 2026

The Crypto Fear & Greed Index has plunged to 9 — a reading seen fewer than 20 times in history. Yet behind retail panic lies the most productive institutional quarter ever. We examine the K-shaped divergence, historical recovery patterns, and what comes next.

Bitcoin
crypto market
institutional-investment
ETF
+5
Lido V3 Turns Ethereum's Largest Staking Protocol Into a Build-Your-Own-Yield Platform
·Dora Noda·10 min

Lido V3 Turns Ethereum's Largest Staking Protocol Into a Build-Your-Own-Yield Platform

Lido V3 launched stVaults on Ethereum mainnet, transforming the 19.4 billion dollar staking giant from a single pooled product into a modular platform where institutions, L2s, and DeFi protocols build custom staking strategies while sharing stETH liquidity.

DeFi
Ethereum
staking
Liquid Restaking
+4
Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation
·Dora Noda·7 min

Public Company Bitcoin Treasuries Cross 1.1 Million BTC — How Corporate Purchases Are Reshaping the Supply Equation

Over 100 public companies now hold 1.1 million+ BTC on their balance sheets. From Strategy's 762K BTC hoard to Metaplanet's yen-funded accumulation, explore how the corporate Bitcoin treasury movement is reshaping supply dynamics — and why 2026's bear market is testing its limits.

crypto
investment
finance
institutional-investment
+4
Liberation Day at One Year: How a $166 Billion Tariff Fiasco Rewired Bitcoin's Relationship With Wall Street
·Dora Noda·8 min

Liberation Day at One Year: How a $166 Billion Tariff Fiasco Rewired Bitcoin's Relationship With Wall Street

One year after Trump's Liberation Day tariffs wiped $5 trillion from the S&P 500 and crashed Bitcoin alongside equities, we analyze the Supreme Court ruling, the $166 billion refund saga, the Mined in America Act, and what rising Bitcoin-NASDAQ correlation means for crypto's identity as a macro asset.

Bitcoin
crypto
regulation
policy
+7
BlackRock's ETHB Changes Everything: The First Yield-Bearing Crypto ETF and What It Means for Institutional Staking
·Dora Noda·7 min

BlackRock's ETHB Changes Everything: The First Yield-Bearing Crypto ETF and What It Means for Institutional Staking

BlackRock's ETHB introduces a groundbreaking yield-bearing crypto ETF, reshaping institutional crypto allocation by embedding proof-of-stake rewards within a regulated ETF structure. Discover how this innovation impacts the staking economy and institutional investment strategies.

Ethereum
crypto
institutional-investment
staking
+1
Showing 28–36 of 58 posts