Bloomberg Intelligence's senior ETF analyst James Seyffart returns to break down everything happening in the ETF world right now: from the surprising diamond-hand behavior of Bitcoin ETF holders through a 50% drawdown, to Morgan Stanley's landmark decision to launch its own Bitcoin ETF.
We discuss:
- Why Bitcoin ETF holders didn't sell through a 50% crash — and what that signals
- Morgan Stanley launching a Bitcoin ETF and what it means for institutional adoption
- Bitcoin vs. gold ETF flows: what the data actually shows
- The private credit time bomb and why software exposure makes it dangerous
- Where ETF money is really flowing now: energy, industrials & real assets
Follow James Seyffart on X https://x.com/JSeyff
We discuss:
- Why Bitcoin ETF holders didn't sell through a 50% crash — and what that signals
- Morgan Stanley launching a Bitcoin ETF and what it means for institutional adoption
- Bitcoin vs. gold ETF flows: what the data actually shows
- The private credit time bomb and why software exposure makes it dangerous
- Where ETF money is really flowing now: energy, industrials & real assets
Follow James Seyffart on X https://x.com/JSeyff
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