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59 posts tagged with "ETF"

Exchange-traded funds

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The $18.7B Bitcoin ETF Inflow That Wasn't: Q1 2026 Audited
·Dora Noda·11 min

The $18.7B Bitcoin ETF Inflow That Wasn't: Q1 2026 Audited

Q1 2026 U.S. spot Bitcoin ETFs posted net outflows, not $18.7B of inflows. Fund flows and 13F filings show which professional cohorts bought and sold.

Bitcoin
ETF
institutional-investment
investment-research
JPMorgan Grew Its Bitcoin ETF Stake 175% While Dimon Called BTC Worthless
·Dora Noda·8 min

JPMorgan Grew Its Bitcoin ETF Stake 175% While Dimon Called BTC Worthless

JPMorgan's Q1 2026 13-F reveals the world's largest bank added $162M in Bitcoin ETF exposure — a 175% stake increase — while CEO Jamie Dimon publicly dismissed BTC's value. The gap between TradFi rhetoric and TradFi action tells you more about where institutional money is heading than any shareholder letter.

Bitcoin
ETF
institutional-investment
TradFi
+1
CLARITY Act Passes Senate Banking Committee 15-9: What It Means for Crypto's Legal Future
·Dora Noda·9 min

CLARITY Act Passes Senate Banking Committee 15-9: What It Means for Crypto's Legal Future

The Senate Banking Committee's 15-9 vote to advance the CLARITY Act marks the first time a comprehensive U.S. crypto market structure bill has cleared a Senate committee — resolving SEC/CFTC jurisdiction, reshaping DeFi's legal standing, and setting up a make-or-break floor vote before August recess.

regulation
legislation
Bitcoin
digital-assets
+1
Morgan Stanley's OCC Charter Bid Is the Clearest Sign Yet That Wall Street Owns Crypto Custody
·Dora Noda·10 min

Morgan Stanley's OCC Charter Bid Is the Clearest Sign Yet That Wall Street Owns Crypto Custody

Morgan Stanley's application for a national trust bank charter with the OCC is Wall Street's clearest structural commitment to crypto custody yet — building dedicated federal infrastructure that unlocks pension funds and insurance companies blocked by inadequate custodial standards.

custody
institutional-investment
regulation
TradFi
+1
Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It
·Dora Noda·9 min

Bitcoin ETFs Just Had Their Biggest Month of 2026 — And BlackRock Took Almost All of It

U.S. spot Bitcoin ETFs pulled in $2.44 billion in April 2026 — the strongest month of the year — with BlackRock's IBIT capturing roughly 70% of the take and re-establishing the 2024 oligopoly pattern.

Bitcoin
BlackRock
ETF
institutional-investment
+1
The XRP ETF Inflow Paradox: $82M Bought, Price Didn't Move
·Dora Noda·11 min

The XRP ETF Inflow Paradox: $82M Bought, Price Didn't Move

April 2026 XRP spot ETFs absorbed $82M across a 20-day inflow streak, yet the price never broke $1.45. Inside the supply-side mechanic that broke the post-2024 ETF rally playbook.

ETF
crypto
institutional-investment
investment-research
+1
SEC Pauses the First Prediction-Market ETFs: How Roundhill's BLUP/REDP Delay Reshapes Election Betting
·Dora Noda·13 min

SEC Pauses the First Prediction-Market ETFs: How Roundhill's BLUP/REDP Delay Reshapes Election Betting

The SEC halted Roundhill's six election-bet ETFs — BLUP, REDP, BLUS, REDS, BLUH, REDH — twenty-four hours before their May 5 launch. Inside the swap structure, Kalshi's $22B advantage, and Hyperliquid HIP-4's zero-fee threat reshaping the prediction-market sector.

prediction markets
ETF
regulation
Hyperliquid
GraniteShares' 3x XRP ETFs Hit NASDAQ May 7: The Last Triple-Leveraged Crypto Bet After the SEC's 200% Cap
·Dora Noda·11 min

GraniteShares' 3x XRP ETFs Hit NASDAQ May 7: The Last Triple-Leveraged Crypto Bet After the SEC's 200% Cap

GraniteShares' 3x Long and 3x Short XRP ETFs are scheduled to begin trading on NASDAQ on May 7, 2026 after five SEC delays — the first U.S. triple-leveraged crypto ETF to clear registration since the SEC invoked Rule 18f-4 to halt ProShares' identical filings.

ETF
crypto
regulation
trading
+1
ETH/BTC Ratio Bounces From 2026 Lows: Real Rotation or Another Dead-Cat Bounce?
·Dora Noda·8 min

ETH/BTC Ratio Bounces From 2026 Lows: Real Rotation or Another Dead-Cat Bounce?

Ethereum's ratio against Bitcoin just hit a three-month high on record on-chain activity and ETF inflows. We break down whether the April 2026 rotation is structural — or the fourth false bottom of the year.

Ethereum
Bitcoin
crypto market
ETF
+1
Showing 1–9 of 59 posts