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VOICE ARCHIVE

Eric Balchunas

@ericbalchunas
75 posts
2026-03-09
One of my big themes this year is how tokenization isn't gonna replace ETFs, but rather distribute them. It's actually bullish. This will deliver the world's most beloved ETFs (and stocks) to ppl on chain and less developed countries. VOO & Chill for the masses basically.
2026-03-09 View on X
Wall Street Journal

Nasdaq partners with Kraken to develop a framework for 24/7 tokenized stock trading, targeting a 2027 launch, focusing on corporate governance like proxy voting

Nasdaq sought approval in September to let investors trade tokenized versions of its listed stocks and other exchange-traded products

2026-02-24
Can you imagine the money they'd print in this situation? Biblical-level QE. Interesting thought experiment tho.. (altho I tend to think breakthrough tech creates new industries/jobs that are hard to see ahead of time even as it disintermediates others)
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

Can you imagine the money they'd print in this situation? Biblical-level QE. Interesting thought experiment tho.. (altho I tend to think breakthrough tech creates new industries/jobs that are hard to see ahead of time even as it disintermediates others)
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

2026-02-23
Can you imagine the money they'd print in this situation? Biblical-level QE. Interesting thought experiment tho.. (altho I tend to think breakthrough tech creates new industries/jobs that are hard to see ahead of time even as it disintermediates others)
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

2025-11-11
Safe to say this is the first time Treasury secretary has tweeted about ETFs 🔥
2025-11-11 View on X
Decrypt

The US Treasury and IRS issue guidance allowing Wall Street crypto products to offer staking rewards under a new safe harbor, easing institutional participation

Sander Lutz / Decrypt :

2025-09-30
Vanguard is looking to end bitcoin ETF ban (aka bend the knee lol). “The dynamics have been changing” Nice scoop by Eleanor. We heard chatter of this too. Smart of them imo. Bitcoin and Eth ETFs hugely popular and Salim (the CEO) was one of IBIT's midwives so he knows..
2025-09-30 View on X
Crypto in America

Sources: asset manager Vanguard, which has historically been critical of cryptocurrencies, prepares to allow access to crypto ETFs on its brokerage platform

Crypto in America :

2025-09-19
The Grayscale CoinDesk Crypto 5 ETF is the the new name of $GDLC (a spot crypto basket), which is scheduled to begin trading tomorrow. Things are moving fast. [image]
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

Here's a list of all the coins that have futures on Coinbase = eligible for spot ETF-ization [image]
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

My over/under got destroyed in the first hour of trading as $DOJE already posting nearly $6m in volume. That's shockingly solid.. Most ETFs trade under $1m on Day One. [image]
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

This is such a good point. The last time they implemented a generic listings standards for ETF, launches tripled. Good chance we see north of 100 crypto ETFs launched in the next 12mo.
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

BOOM: SEC has approved the generic listings standards that will clear way for spot crypto ETFs to launch (without going through all this bs every time) under '33 Act so long as they have futures on Coinbase, which currently incl about 12-15 coins. [image]
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

SEMI-SHOCK: Rex XRP ETF $XRPP is already at $24m in volume. That is way more than I would have thought. For context it's 5x more than any of the XRP futures ETFs did on Day One and it's only been 90min. [image]
2025-09-19 View on X
Sherwood News

Rex-Osprey launches the first spot dogecoin and XRP ETFs in the US, after the SEC approved the Generic Listing Standards, paving the way for speedier listings

Rex Osprey launched the first spot XRP and doge ETFs today, while Grayscale will soon launch its just-approved multi-asset fund.  —  4h

2025-05-22
$IBIT is going to post its 2nd biggest volume day ever today (outside chance it ends with most). Classic feeding frenzy in effect, new ATHs will do that, eg last time traded this much was 1/23 (last ATH). All the btc ETFs are elevated, most gonna see 2x their average. Flows [image]
2025-05-22 View on X
CNBC

Bitcoin reached a new all-time high on May 21, surpassing $110K and breaking its January 2025 record, after slumping to $74K in April 2025 amid macro concerns

WATCH NOW  —  Bitcoin rose to a new all-time high on Wednesday, breaking its January record.

2025-03-25
Trump + https://crypto.com/ ETF jawn coming later this year.. guessing we'll see filings sometime soon https://t.co/...
2025-03-25 View on X
Wall Street Journal

Trump Media signs a non-binding agreement with Crypto.com to launch ETFs under its Truth.Fi brand later this year, comprising digital assets and securities

Katherine Hamilton / Wall Street Journal :

2025-02-11
A 25yr old Alabama man pleaded guilty to the now infamous SEC bitcoin ETF hack, he was using a fake ID and tricked a local phone store employee into helping him access the victim's phone... sentencing is in May via @swillmer https://www.bloomberg.com/... [image]
2025-02-11 View on X
CNBC

An Alabama man pleads guilty over the SIM-swap hack of the US SEC's X account, which falsely claimed in January 2024 that the agency had approved bitcoin ETFs

Dan Mangan / CNBC :

2025-01-30
Trump Media is “expanding into financial services” and looking to create “America first” inv vehicles, also going to invest $250m from cash reserves into funds, ETFs, cryptos and custodied at Schwab. Don't know much else yet. $DJT up 15% on news. [image]
2025-01-30 View on X
Reuters

Trump Media unveils fintech brand Truth.Fi with an investment of up to $250M, which can be allocated to various investments, like bitcoin and other crypto

Trump's Net Worth Spikes Over $200 Million Mohammad Shahid / BeInCrypto : Trump Media Group to Invest Up to $250 Million in Crypto with Truth.Fi Jai Hamid / Cryptopolitan : Trump M...

2024-11-18
Good scoop on how self-driving cars are a priority for the new administration, they're looking to make new regulatory framework. Makes me wonder if they'll be part of normal life bf long. https://www.bloomberg.com/...
2024-11-18 View on X
Bloomberg

Sources: Trump's transition team is looking for candidates to lead the US Department of Transportation and develop a framework to regulate autonomous vehicles

- Policy leaders are being pursued for key Musk priority  — Tesla CEO, named to efficiency role, plans push on robotaxis

2024-11-14
@News_Of_Alpha Guilty of embarrassing too many pollsters
2024-11-14 View on X
Bloomberg

Polymarket says the FBI seized CEO Shayne Coplan's phone and electronics; source: the DOJ is investigating Polymarket for allegedly accepting bets from US users

- Polymarket says FBI agents seized CEO's phone, electronics  — Platform has taken recent measures to weed out US traders

2024-11-12
Bitcoin mania taking over the stock market too as Coinbase and Microstrategy are both in Top 5 most traded stocks today, something i've never seen, only Tesla and Nvidia more. Both up an absurd 18% today. Feels like a craze, at least for the moment.. [image]
2024-11-12 View on X
Financial Times

Bitcoin passed $89K for the first time, Tesla closed up 8.96%, Coinbase closed up 19.76%, and Robinhood closed up 7.4%, as investors pile into “Trump trades”

It Just Had Its Best One Ever Steven Walgenbach / Inside Bitcoins : BlackRock Bitcoin ETF Hits New Record As Polymarket Odds Of Bitcoin Hitting $100K This Year Soar Vladimir Popesc...

We looked and the $53b that has come into ETFs since Election Day crushes the three days following the election of Biden, Trump 1.0 and Obama 2012. So if it feels unusually Animal Spirit-y it is bc it is.. chart via @SirYappityyapp [image]
2024-11-12 View on X
Financial Times

Bitcoin passed $89K for the first time, Tesla closed up 8.96%, Coinbase closed up 19.76%, and Robinhood closed up 7.4%, as investors pile into “Trump trades”

It Just Had Its Best One Ever Steven Walgenbach / Inside Bitcoins : BlackRock Bitcoin ETF Hits New Record As Polymarket Odds Of Bitcoin Hitting $100K This Year Soar Vladimir Popesc...