Grayscale Says Investors Are Leaving ‘Money on the Table’ in Unstaked ETH ETFs

🎬 Grayscale Says Investors Are Leaving ‘Money on the Table’ in Unstaked ETH ETFs
One year after Grayscale unlocked Ethereum staking inside an ETF for the first time, Head of Index Steve Vanourny breaks down what they've learned and why the results speak for themselves. Steve makes the case that unstaked ETH ETF investors are leaving money on the table and looks ahead at where Grayscale is taking its product roadmap next, from income strategies to the convergence of crypto and AI compute.
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➤ Grayscale's Head of Index argues that investors in unstaked Ethereum ETFs are missing out on significant returns due to the benefits of staking.
➤ The Grayscale Ethereum ETF, one year after enabling staking, claims to have delivered approximately 100 basis points of outperformance compared to peers, attributed to its operational expertise and scale.
➤ Grayscale is also exploring product development at the convergence of crypto and AI, including a fund focused on AI compute (GCPU), formerly focused on Bitcoin miners.

#Grayscale #Ethereum ETF #Staking #Yield #Outperformance #AI Compute

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Securitize Down 26%: Why This Analyst Sees 3X Upside

🎬 Securitize Down 26%: Why This Analyst Sees 3X Upside
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Citizens' Devin Ryan to break down Securitize's first earnings report, its 26% selloff, and why he sees significant upside as tokenization grows. Pantera Capital General Partner Cosmo Jiang explains why AI and blockchain are converging, Solana's lead in AI agent activity, and the new S&P Pantera Digital Asset Index. Plus, a look at Bitcoin and Ethereum ETF flows and Robinhood's new fund...

➤ Securitize's stock experienced a significant sell-off following its first earnings report, but analysts like Devin Ryan from Citizens see substantial upside potential driven by the growth of tokenization and increasing AUM.
➤ Pantera Capital's Cosmo Jiang highlights the convergence of AI and blockchain, suggesting Solana's efficiency makes it a prime candidate for powering the agentic economy, and introduces the S&P Pantera Digital Asset Index focused on fundamental value.
➤ Robinhood is expanding access to private markets for retail investors through new funds, aiming to replicate its success in public markets and capitalize on the trend of companies staying private longer, while also investing in blockchain infrastructure like the Robinhood chain.

#Securitize #tokenization #Devin Ryan #Citizens #Pantera Capital #Cosmo Jiang #AI #blockchain #Solana #Bitcoin ETF #Ethereum ETF #Robinhood #private markets #Y Combinator #S&P Pantera Digital Asset Index

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Coinbase Missed Again, Strategy Sells Bitcoin, and Is PayPal for Sale?

🎬 Coinbase Missed Again, Strategy Sells Bitcoin, and Is PayPal for Sale?
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Clear Street Managing Directors and Senior Analysts Owen Lau and Brian Dobson to break down a heavy week of earnings: Strategy's first quarter selling Bitcoin, Coinbase's third straight quarterly miss and Stripe and Advent's bid for PayPal.
Then, after a look at ETF flows and Morgan Stanley's launch of the market's cheapest spot Ethereum and Solana ETFs at 14 basis points.

➤ MicroStrategy reported a net loss due to Bitcoin accounting but maintains a positive outlook based on its capital allocation strategy and potential for incremental Bitcoin yield per share.
➤ Coinbase missed earnings for the third consecutive quarter, with low trading volumes being a primary concern, though prediction markets showed significant growth.
➤ The discussion also covered ETF flows, with Bitcoin ETFs experiencing outflows while Ethereum ETFs saw inflows, and Morgan Stanley launching the cheapest spot Ethereum and Solana ETFs.

#MicroStrategy #Coinbase #PayPal #Bitcoin ETF #Ethereum ETF #Solana ETF #Morgan Stanley #Clear Street #AI #Data Centers #Stripe #Advent

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Why Bitcoin Held While AI Chips Crashed

🎬 Why Bitcoin Held While AI Chips Crashed
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Ben Emons, Founder and Chief Investment Officer of FedWatch Advisors, to break down the market fallout from Moonshot AI's Kimi K3 and why the Fed is now actively debating rate hikes rather than cuts ahead of the August 7th CLARITY Act deadline.
Nadine Chakar, Managing Director and Global Head of Digital Assets at DTCC, explains how the firm moved tokenized securities into live production and...

➤ DTCC has successfully moved tokenized securities into live production, involving over 30 major financial firms, signaling significant institutional adoption and operational readiness for RWA.
➤ Market analysis highlights a decoupling between AI chip stock sell-offs and Bitcoin's price stability, with attention shifting to potential Fed rate hikes and the upcoming CLARITY Act deadline.
➤ The discussion also covers ETF flows, noting strong inflows into Ethereum ETFs, the launch of 2x leveraged Bitcoin and Ether ETFs, and the ongoing debate about Bitcoin's long-term trajectory mirroring gold's ETF history.

#Bitcoin ETF #Tokenized Treasuries #DTCC #AI #Fed Policy #CLARITY Act #Ethereum ETF

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Inside the First 2X Leveraged Spot Bitcoin and Ether ETFs

🎬 Inside the First 2X Leveraged Spot Bitcoin and Ether ETFs
Direxion Global ETF Strategist Bilal Little joins CoinDesk’s Public Keys to explain why retail capital is chasing AI over crypto and why he thinks that's a mistake. Plus, the mechanics behind Direxion's 2X leveraged spot Bitcoin (BTCU) and Ethereum (EVMU) ETFs, and his take on Eric Balchunas's comparison of Bitcoin ETFs to gold's 22-year "triumph and pain" trajectory.
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➤ Direxion has launched the first 2X leveraged spot Bitcoin (BTCU) and Ethereum (EVMU) ETFs, aiming to provide amplified exposure for investors.
➤ The strategist notes a shift in retail capital towards AI themes, while emphasizing continued institutional adoption in crypto and the ETFs' role in providing liquidity.
➤ The discussion compares Bitcoin ETFs to gold's historical trajectory, highlighting the long-term potential of digital assets despite short-term market rotations and volatility.

#Bitcoin ETF #Ethereum ETF #Leveraged ETF #Direxion #Retail Capital #Institutional Adoption #AI Theme #Portfolio Construction #Eric Balchunas #Gold ETF #Digital Assets

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