The hottest ETFs Substack posts right now

And their main takeaways
Top Finance Topics
The Bitcoin Layer • 550 implied HN points • 03 Feb 24
  1. Regional banking sector is facing fear and challenges with toxic assets and credit exposure.
  2. US commercial banks are experiencing a credit problem due to underperforming commercial real estate.
  3. Market participants are struggling with shattered historical correlations and uncertainty regarding the Fed's reaction function.
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Bitcoin Magazine Pro • 294 implied HN points • 07 Feb 24
  1. Bitcoin price has been stable since December, ETF flows are positive, and impacts of macroeconomics are discussed.
  2. Bitcoin is becoming a significant force in the global economy, with nations like El Salvador and Argentina leading in Bitcoin adoption.
  3. US market approach to Bitcoin includes large ETF investments by BlackRock and Fidelity, indicating growing interest and demand.
The Bitcoin Layer • 452 implied HN points • 14 Jan 24
  1. Bitcoin had a record-breaking ETF launch, showing strong trading volume and inflows.
  2. Bitcoin's price might not immediately reflect ETF inflows due to shifts from higher-fee to lower-fee options.
  3. Federal Reserve is leaning towards aggressive rate cuts, indicated by the falling yield curve and inflation rates.
Ecoinometrics • 393 implied HN points • 15 Jan 24
  1. When choosing a Bitcoin ETF, fees are crucial as they can significantly impact your investment performance over time.
  2. High fees can lead to a significant decrease in net returns, especially in the long run, affecting your overall investment strategy and potential growth.
  3. Investors should consider the impact of fees on their investments, especially for long-term goals like retirement accounts, to optimize performance and maximize returns.
Bitcoin Magazine Pro • 412 implied HN points • 08 Jan 24
  1. Hong Kong is becoming a major hub for the digital asset industry in Asia.
  2. The Hong Kong government is actively supporting and legalizing digital assets to attract talent and business opportunities.
  3. Developers in Hong Kong, like those at UniSat, are making significant advancements and influencing the Bitcoin industry.
Ecoinometrics • 235 implied HN points • 29 Jan 24
  1. The impact of the Bitcoin ETF launch is not visible yet, but the potential is huge.
  2. Short-term outflows from the Grayscale Bitcoin Trust are currently offsetting any major effects of the ETF launch.
  3. Once the transition stabilizes, more investors like BlackRock and Fidelity may bring steady inflows with the ETFs, potentially opening up Bitcoin to a broader investor base.
Life in the 21st Century • 196 implied HN points • 11 Jan 24
  1. SEC approved bitcoin ETFs with caution for investors due to risks associated with crypto.
  2. ETF funds will use cash, not bitcoin, for transactions, highlighting challenges in using bitcoin directly.
  3. Bitcoin's focus on speculation rather than utility may hinder its potential as a replacement for the dollar.
Ecoinometrics • 98 implied HN points • 24 Jan 24
  1. The on-chain accumulation score did not support Bitcoin's price during the ETFs launch.
  2. There was no positive support in the accumulation trend for Bitcoin's price.
  3. It is important to adapt on-chain analysis as the volume of 'paper Bitcoin' transactions increases.
Market Sentiment • 432 implied HN points • 02 Apr 23
  1. Leverage in bond investments can work well but also lead to significant losses if market conditions change rapidly.
  2. Bond prices are impacted by interest rate movements, where older bonds may lose value with rate hikes.
  3. The choice between individual bonds and bond ETFs depends on factors like diversification needs, fees, and level of investment sophistication.
Malt Liquidity • 17 implied HN points • 09 Jan 24
  1. Trading becoming majority-passive may disincentivize real trading based on information asymmetry
  2. Introduction of a BTC spot ETF may not benefit those seeking exposure to Bitcoin for actual trading
  3. Transition of crypto into traditional system through ETFs may contradict the original ethos of crypto being outside regulatory control
Technology Made Simple • 19 implied HN points • 18 Feb 23
  1. Index funds track specific stock market indexes like S&P 500, offering diversification and reducing the need for individual stock selection.
  2. Index funds have benefits like low fees, steady growth potential, and historically better returns compared to actively managed funds.
  3. Investing in index funds can reduce risk by offering broader diversification and make investing accessible to all levels of investors.
Philoinvestor • 0 implied HN points • 06 Apr 23
  1. ARKK ETF managed by Cathie Woods has had abysmal performance due to speculative investments.
  2. Investing in innovation without considering business factors can lead to permanent losses for investors.
  3. ARK Invest still has significant AuM but investors may be relying on external factors rather than business performance.
Coin Metrics' State of the Network • 0 implied HN points • 09 Jan 24
  1. The cryptocurrency market eagerly awaits the launch of a spot Bitcoin ETF, marking a historic milestone.
  2. BTC spot trading volumes are affected by ETF anticipation, surging back with potential ETF launches on the horizon.
  3. The volatility and return characteristics of digital assets like BTC are evolving, showcasing their potential role in diversified investment portfolios.
Coin Metrics' State of the Network • 0 implied HN points • 11 Jul 23
  1. The introduction of spot Exchange-Traded Funds (ETFs) could simplify investment in digital assets for American investors.
  2. Investors face challenges with tax-advantaged accounts when wanting to invest directly in digital assets, creating a need for convenient exchange-traded products.
  3. Grayscale's trust products, such as the Bitcoin Trust (GBTC), fluctuate in value compared to the underlying asset, impacting investors' risk profiles and creating opportunities for arbitrage.