What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
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You listen to people who have been in crypto for a long time and they you think, like, everything's over and it's awful. And then you talk to these trad fi institutions who are looking to get in and they're like, no. There's a lot of opportunity here. It's, like, very bullish. It's, this weird dichotomy where price is collapsing and, all the people that everyone was saying we needed institutions to come in are finally starting to really invest and put things to work in this space. Something I wrote in December in my year ahead outlook was like we're going to see well over 100 of these products
Before we get started, a quick reminder that BlockWorks' premier institutional conference, the Digital summit, is returning to New York City this March. This year represents more than $4,200,000,000,000 in assets under management with a 150 speakers and 750 institutions attending. Speakers include SEC chair Paul Atkins, CFTC chair Michael Selig, Fed governor Stephen Moran, and Tether CEO Paolo Ardonio, alongside countless other executives, asset managers, regulators, and the core crypto infrastructure builders shaping the industry. If you want serious institutional grade view of digital assets
Yeah, thanks for having me, Felix. Happy to be back. It's it's been a while since the heyday of these launches and stuff. It's not as interesting to cover this area anymore when you're with crypto is concerned.
Yeah. Exactly. I'm hoping that I can, you know, be be somebody that buys low, sells high and gets you on here at the hopefully at the bottom and before before we start to see ETFs and and crypto getting exciting again. But, yeah, interesting times. Before before we do get into all of that, do wanna give a quick shout out here that if if you do enjoy this conversation, James is gonna be at the Digital Assets Summit in a month at New York. We'll have a link in the show notes to the conference there. It's gonna be a ton of fun. Yeah. Get your tickets. It's gonna be a good time.
Yeah. I'm very much looking forward to it.
Yeah. Always great. Always great.
Bringing one of the guys on my team, it's gonna be his first crypto conference. Maybe it's even first like real full professional conference too.
Oh, wow. There you go. There you go. Yeah. Great place, great venue, Javits Center, Rent in Manhattan. It's beautiful. So yeah, get your tickets. There's a discount code too. We'll have that flashing on the the visual because I always mess up saying the actual code, so I'm not even gonna try it this time. So anyway, digital assets, I'm gonna go get your tickets. Okay, James. Everybody was really excited, like, a year ago on the narrative of institutional adoption of crypto. We had the Bitcoin ETF. IB was the most successful ETF launch of all time, surpassed GLD. And ever since then, it's been
Yeah. I mean, if you really go back, if we go back a year ago, people were really excited. Then we went through the April sell off and people then were saying it's over. Right. And then the ETFs went on an absolute blistering run, taking in almost 30,000,000,000 between the April bottom and October, and we've kind of, now we've gone in the opposite direction, right? So since that, whatever caused that sell off in April 10, know you've had, I mean in August, October 10, can't speak, it hit the ETFs too, obviously, and there's a lot of theories around what caused it, did somebody blow up, was th
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