James Seyffart

James Seyffart

20,377 Twitter followers

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CFA. CAIA. ETFs. Cryptos. Asset Management. @Bloomberg Intelligence. Runner. Opinions my own. Likes, RT's & Follows≠endorsements

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Awesome. Another data source for analyzing BTC and Bitcoin ETFs on the Bloomberg terminal twitter.com/JSeyff/status/2021...

Ethereum ETF holders are sitting in a worse position than their Bitcoin ETF brethren. The current ETH price of $2,000 is way below their average cost basis of ETF holders at about ~$3,500. It's a painful proposition. But its one that Eth ETF holders have experienced already.

Have seen a few charts out there with similar data (namely from @intangiblecoins & @biancoresearch), but here's my spin on the data. Bitcoin ETF holders in aggregate are sitting on their biggest losses since the ETFs launched in Jan 2024 thanks to Bitcoin's price collapse.

Great piece from Muyao on crypto vaults and their potential to be the hot new thing in asset management over the coming years.

I keep on hearing that "vaults" are the only way for DeFi to survive/succeed. Looking at this $6 billion market, i started wondering what exactly vaults are? Read my latest deep dive on vaults and curators: https://bloomberg.com/news/articles/2026-01-27/crypto-s-safe-yield-trade-hits-6-billion-after-2022-blowups?utm_source=website&utm_medium=share&utm_campaign=twitter…

Today @vaneck_us launched the first US listed spot Avalanche ETF, $VAVX. We're going to continue seeing new crypto assets put into an ETF wrapper in coming months

I don’t fully understand the Banks’ argument here. There’s so many high yield savings accounts out there that offer 3% or more. Betterment, Marcus/Goldman, CIT, SoFi, AmEx, Wealthfront etc. How are these not the same pressure on <0.1% yield deposits as stablecoin yields? twitter.com/JSeyff/status/2012...

The pure AI Bot slop replies are getting more and more numerous. I really hope @X does something about this soon. I feel like i'm literally watching the dead internet theory play out on an accelerated basis within this app/site

How are US Ethereum ETFs holding up? They're doing okay considering the price performance of ETH but they've seen 18% of their flows leave. They've now seen around $2.8 billion in outflows since their peak of $15 billion right before the 10/10 liquidations.

NEW: Wrote today about the coming S&P 500 rebalance. There's a whopping ~$24 trillion associated with S&P 500 Index complex. $CRH, $CVNA, and $FIX are getting added. Tried to look at the total potential buying as a result in relative and absolutes.

One category i'm expecting to garner a lot of assets is Crypto index ETPs. They are going to come in a lot of shapes and sizes. I put $TXBC as one of my ETFs to watch in 2026 for this reason. Though its more as an indication of the broader theme.

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