
technologySep 25, 20251:24:13pending
What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart
About this episode
James Seyffart from Bloomberg Intelligence joins to break down the state of crypto ETFs and their explosive growth.
We cover the rise of Bitcoin and Ethereum ETFs, the debate between ETFs and DATs, and the institutional inflows reshaping the market. James explains how advisors, hedge funds, and sovereign wealth funds are participating, the regulatory hurdles around staking ETFs, and why basket products may be the next big wave.
We also explore the implications of tokenized ETFs, the S&P 500’s gatekeeping of crypto companies, and what to watch for in the coming months as approvals and new products hit the market.
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TIMESTAMPS
0:00 Intro
1:18 DATs vs ETFs
6:18 DATs Final Equilibrium
9:21 ETFs 1-Year Check-in
23:42 Crypto Indexes
30:41 ETF Approval Process
41:03 Solana ETF
44:17 BTC & ETH ETFs
56:11 What’s Driving the Price?
59:39 Crypto Companies in the S&P
1:07:17 Blackrock Tokenized ETFs?
1:13:59 Key Outcomes
1:19:14 Closing & Disclaimers
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RESOURCES
James Seyffart
https://x.com/JSeyff
https://www.linkedin.com/in/jamesseyffart
Bloomberg Intelligence
https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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