Ethereum ETFs Ride Bitcoin's Coattails
Bitcoin ETFs continue to hold the spotlight amongst digital assets, with ethereum ETFs a growing beneficiary of investor attention. Recent research from CoinShares demonstrated the current overlap between bitcoin and ethereum ETF institutional holdings, with some surprising findings.
ETHA: The Stablecoins Catalyst
Ethereum remains a strong buy due to its dominant position in stablecoin activity, which is set to accelerate under the new GENIUS Act. Stablecoin volume on Ethereum is projected to grow 15x by 2030, driving significant fee (gas) revenue and supporting long-term price appreciation. Current on-chain metrics, including MVRV, indicate Ethereum is undervalued with substantial upside potential as network activity increases.
What's Driving Ethereum ETF Inflows for the 7th Straight Week?
ETHA leads $296M in Ethereum ETF inflows over seven weeks as staking hopes, regulation clarity and risk-on mood boost demand.
ETHA: Ethereum's Organic Bid Decline Continues
Ethereum's network usage and fees have significantly declined, with February 2025 marking the worst month since July 2020, raising concerns about ETH's investment potential. Despite Ethereum's large stablecoin footprint, the Base blockchain has surpassed Ethereum in monthly stablecoin transfer volume, questioning ETH's dominance. Capital outflows from crypto investment products were substantial in late February, yet ETHA's year-to-date AUM growth remains positive, indicating mixed investor sentiment.
Trade Tracker: Joe Terranova shares his ETF rebalance strategy and Bryn Talkington buys the ETHA
Joe Terranova, Senior Managing Director for Virtus Investment Partners, and Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to detail their latest portfolio moves.
ETHA: Is It Ethereum's Turn Yet?
On-chain data for Ethereum was mixed in November. DAAs grew on the mainnet but declined in the broader ETH ecosystem due largely to usage declines on Base. Solana officially passed Ethereum in full-month fees, but Ethereum remains the giant in the DeFi space, with a 57% share of broader TVL. As ETH continues to act inflationary following Dencun, there is an opportunity cost in holding the asset through an ETF that can't actively stake on-chain.
ETF Prime: Chang on $10 Trillion in ETFs, Record Flows & More
In this edition of ETF Prime, Kirsten Chang, senior industry analyst at VettaFi, talked milestones in ETFs this year with host Nate Geraci. The podcast also included a discussion with James St. Aubin, CIO at Ocean Park Asset Management.
Here's Why the iShares Ethereum Trust ETF Is Having a Very Nice Day
Ethereum has continued to surge on Monday, following an impressive move over the past week, driven by various macro factors (rate cuts in particular). Amid expectations that interest rates could drop further and faster than previously expected, open interest for Ethereum futures has picked up.
ETHA: Interesting, But Not In Love With It
Ether ETFs have gained popularity in the US market after their recent launch, with BlackRock's ETHA being one of the most popular. I delve deeper into ETHA and explain why it's not my favourite investment vehicle. I conclude my analysis with a 'Hold' rating for ETHA.
Spot Ether ETFs Face Challenging First Week
The price of ether fell in the wake of the launch of the spot ether ETFs on Tuesday, July 23. Ether (ETH) declined 7.82% in its first three days of spot ether ETF trading.
