Bloomberg analyst covering ETFs, crypto and asset management. Breaking down filings, flows and market structure. Views my own. Likes, RT's& Follows≠endorsements
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We wrote a book! It’s coming out soon and it’s ready for pre-order wherever you buy your books (aka Amazon) a.co/d/089ZGOtK
Excited to announce that @JSeyff and I have a new book coming out this fall called "Both Sides of the Coin" which is available for pre-order now. We thought it was time for a fresh look at bitcoin/crypto post-ETF and sought to write a fair and balanced book for everyday TradFi investors as well as crypto natives that tracks the risks, rewards, evolution and financialization of the asset class as well as the growing debasement/debt problem. We took great pains to cover as much as ground as poss in this 370-page book, no stone was left unturned. Here's a look at the chapters:
1. Bitcoin in a Nutshell (much more of an engineering feat than most ppl think)
2. The Currency Debasement Problem (inflation, debt etc is crucial for anyone hoping to understand the ‘purpose’ of btc as well as the rise of socialist politicians)
3. Store of Value Smackdown (btc vs gold)
4. Bitcoin in a Portfolio (hot sauce, for now)
5. The Filing Heard 'Round the World (the untold inside story of how Blk/Larry Fink evolved enough to file for ETF)
6. The ETF Solution (ETFs have solved for good bitcoin’s ‘intermediary problem’ eg FTX, Coldcard etc)
7. Suitcoiners (wall street/govt adoption, which OGs should embrace not dump on)
8. Alt Coins (top 12-ish cryptos explained in detail as well as how to evaluate them)
9. A Tokenized Future (the blockchain-ization of wall st and beyond)
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NEW: Today i am going to be Co-hosting the Bloomberg @crypto show from 12-1 pm alongside @scarletfu. We have @adam3us & @RebeccaRettig1 as guests alongside Sandy Kaul from @FTDA_US and Eric Jardine from @chainalysis among others. Tune in here: bloomberg.com/live
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NEW: Today i am going to be Co-hosting the Bloomberg @crypto show from 12-1 pm alongside @scarletfu. We have @adam3us & @RebeccaRettig1 as guests alongside Sandy Kaul from @FTDA_US and Eric Jardine from @chainalysis among others. Tune in here: bloomberg.com/live
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James Seyffart retweeted
“Both Sides of the Coin” by @JSeyff and @EricBalchunas is a fantastic and very human travelog of how we got here in Bitcoin. It not only captures the very real debates of the crypto-now, it provides a clever, often funny guidebook for some of the crazy that happened along the way.
Some favorite headings:
“Who orange pilled Larry Fink” (a ten page investigative journalism aside)
“Each Blockchain has an army of maniacs/enthusiasts”
“I get knocked down (but I get up again)”
“Psychological Assets”
“Not trusting the government is utterly American.”
Plus it’s got this amazing quote from @ElisabethKashne
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James Seyffart retweeted
Trump Accounts may soon be expanded even more to anyone under 40yrs old. That would be another 100 million people, on top of the 70 million kids and 3.5mil babies born each year. This according to Brad Gerstner who is the main guy spearheading efforts on this. He also said Elon is 'tip of iceberg' Nice scoop and piece on it from @LydiaMoynihan @nypost
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James Seyffart retweeted
First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.
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I gotta stop re-editing my tweets and just go with the first version. lol. I always screw up a grammatical typo or something. I should just start using AI for my tweets like 80% of this app nowadays. I mean…“which will means it will”
BREAKING🚨 @BlackRock just filed for another Bitcoin ETF. This one will be a "buffer" Bitcoin ETF which will means it will offer downside protection but investors will give up some upside to get that protection. Ticker will be $PBIT.
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Notably, this is the third Bitcoin ETF filing from them. Still only have Bitcoin and Ethereum products -- no other cryptos. Also, this product will hold $IBIT as the underlying asset and will write/buy options around it to generate the defined outcomes. It will be a 40 Act fund.
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oh. i forgot to actually type out the name of the fund but it's in the original image:
The "iShares Bitcoin Managed Protection ETF"
Should add that this is nowhere near the first of its kind. There are defined outcome/buffered Bitcoin ETFs from Calamos, First Trust and Innovator. But when BlackRock does something (particular in this space) it tends to make a big splash.
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BREAKING🚨 @BlackRock just filed for another Bitcoin ETF. This one will be a "buffer" Bitcoin ETF which will means it will offer downside protection but investors will give up some upside to get that protection. Ticker will be $PBIT.
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James Seyffart retweeted
The "my house hasn't burned down so why am I paying for a fire dept" libertarian idealists are back at it today. A society with voluntary taxation is a prisoner's dilemma and a pipe dream. If you're mad at how your local govt spends money, it's time to start fucking voting.
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James Seyffart retweeted
The irritating thing is that this guy, and to some extent, his entire generation, really do think that they're the victims in all this, the people getting screwed. When literally no generation in the history of this planet has ever been treated as well on a relative basis.
“I’m old. I’ve paid my home off,” said Ray Warner, a 72-year-old Akron resident. “Why would I pay property tax?”
Across the country, homeowners are asking the same question and revolting against property taxes at a scale not seen in a half century.
politico.com/news/magazine/2…
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Sunday Funday this week was the Main Street Half Marathon in Clinton & Flemington NJ. 2nd overall in 1:18:27 resultscui.active.com/events…
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James Seyffart retweeted
“Bear markets are a good thing, they’re healthy, they wash out a lot of the dipshttery going on. Let’s get it over with” - @MebFaber at Dirtcon. Makes case for unloved areas like foreign stocks, small caps and value. Also a short rant on etf spaghetti cannon. Great presentation.
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James Seyffart retweeted
The ETF industry is on fire, tracking to (maybe) $2 TRILLION in flows by year end. But you might be surprised who's really making the money: it's pretty much all-active, all-the-time: My latest at @etfcom etf.com/sections/advisor-cen…
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The @roundhill memory ETF, $DRAM, is right in the ballpark of where it bottomed at the end of July. What a round trip. Currently ~$46 and bottomed around $44.5 on 7/29
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James Seyffart retweeted
This angle and the lesser quality video make it look more impressive imo. The demo seemed more like CGI pre-tape.
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James Seyffart retweeted
If anyone says that the Roadster demo wasn't cool take anything that they ever say and immediately throw it into the trash forever. If they can't even admit that this was freaking cool they have a COMPLETE ego problem. Blinded by hatred. Total derangement. Incurable. Terminal.
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