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59 posts tagged with "ETF"

Exchange-traded funds

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Sui Joins the CME Club: Regulated Futures, Staked ETFs, and the Institutional Trifecta
·Dora Noda·7 min

Sui Joins the CME Club: Regulated Futures, Staked ETFs, and the Institutional Trifecta

CME Group launches SUI futures on May 4, 2026, completing Sui's institutional product trifecta alongside staked spot ETFs from Canary Capital and Grayscale. Here's what the full suite means for institutional capital allocation and Sui's ecosystem growth.

Sui
DeFi
ETF
institutional-investment
+1
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
Showing 28–36 of 59 posts