ETFs and Crypto Regulation by James Seyffart
James Seyffart is a Bloomberg Intelligence analyst focused on ETF market structure and its integration with digital assets. His flow tracking charts are regularly shared by industry analysts such as Eric Balchunas and have shaped media narratives around crypto fund performance. As of August 2025, his Bitcoin ETF flow tracker has received more than 3 million views across platforms.
In Q2 2025, data compiled by Seyffart showed that five of the seven largest US-listed crypto ETFs reported net inflows, despite broader equity market turbulence. His visualization of cumulative Bitcoin ETF assets under management reached $58 billion across nine products. Contributions are frequently cited in The Block, CNBC, and Bloomberg Terminal, where portfolio managers reference his work to allocate digital exposure.
Seyffart’s precision with fund movement helps institutional and retail investors decode how traditional capital interacts with cryptocurrency markets.
Stablecoins and oil trading on Hyperliquid discussed by travelers on flight, James Seyffart notes
People on a flight were overheard discussing stablecoins and trading oil on Hyperliquid. James Seyffart reported the conversation, noting the topics being talked about during the ...
James Seyffart: BlackRock files for buffer Bitcoin ETF with downside protection
BlackRock has filed for a new Bitcoin ETF designed as a 'buffer' fund, which offers downside protection while requiring investors to give up some potential upside in return. The ETF will have the ...
Roundhill memory ETF DRAM trades near its July low, James Seyffart notes
The Roundhill memory ETF DRAM is currently trading around $46, close to where it bottomed at approximately $44.5 on July 29. James Seyffart highlighted this recent movement, describing it as a ...
James Seyffart: New 3x ETFs filed for gold, silver, Bitcoin, Ethereum, crude oil, and natural gas
James Seyffart reports that new 3x leveraged ETFs have been filed following the recent SEC approval of a rule change under 19b4. These products will provide triple daily leverage for gold (GDLU), ...
Brazilian equities gain sharply after election, James Seyffart notes
James Seyffart highlights a significant rally in the Brazilian stock market, reporting an 11.5 percent rise since Friday morning following the first round of voting over the weekend. According to ...
James Seyffart: SEC advances new guidance for crypto asset custody rules
James Seyffart highlights that the SEC is moving forward with guidance and potential new rules regarding crypto asset custody. He raises questions about the necessity of the CLARITY Act in light ...
Hedge funds boost exposure to ETFs, James Seyffart notes
James Seyffart highlights that hedge funds have significantly increased their exposure to ETFs over recent years. This trend is evident in the growing percentage of hedge fund 13F filings ...
James Seyffart: IRS issues broad notice targeting tax-aware trades and in-kind redemptions
James Seyffart reports that the IRS has issued a notice addressing multiple tax-aware trades. The notice is described as having broad language and specifically targets certain in-kind redemption ...
Derivative contracts involve counterparty risk, James Seyffart notes
James Seyffart compares certain financial contracts to swaps or other derivatives on the underlying asset. He emphasizes that such structures inherently involve counterparty ...
James Seyffart: Shift in market concerns as company earnings outperform expectations
James Seyffart discusses shifting market sentiment regarding company earnings and valuations. Initially, there were doubts that companies' earnings could justify high valuations, but as earnings ...
Large portion of crypto revenue comes from hacks, James Seyffart notes
James Seyffart points out that a significant part of the crypto industry's growing revenue is derived from cyber crime, specifically crypto-related hacks. He argues that this trend is a negative ...
James Seyffart: Top U.S. ETFs by flows last week led by semiconductors
James Seyffart highlights the top five U.S. ETFs by flows over the last week. According to Seyffart, semiconductor-focused funds such as SOXX, SMH, and SOXL ranked among the leading ETFs based on ...
Canary Funds submits latest amendment to staked Tron ETF, James Seyffart notes
James Seyffart reports that Canary Funds has submitted its third amendment for their staked Tron ETF, which would trade under the ticker TRXS. According to Seyffart, the ETF still has no listed ...
James Seyffart: Options open interest in ETPs expands beyond a few levered ETFs
James Seyffart highlights a notable shift in the market for exchange-traded products (ETPs), stating that options open interest is expanding across a wider range of products. Previously, he ...
ETF filings target actively managed event contract portfolios, James Seyffart notes
James Seyffart highlights the arrival of ETF filings designed for portfolios that function like actively managed event contracts, commonly known as prediction markets. He adds that some of these ...
James Seyffart: U.S. leverage ETF AUMs surge with rising AI-driven demand
James Seyffart observed that U.S. leverage ETF assets under management are increasing and becoming skewed toward the long side. He noted that this trend continues even after a recent minor ...
Ethereum ETF cost basis near $3,400, James Seyffart notes
James Seyffart reports that holders of Ethereum ETFs are experiencing substantial losses, with the average cost basis just under $3,400. Seyffart notes that while ETH has risen slightly to ...
James Seyffart: 2X SpaceX ETF SPCL now trading in U.S. markets
James Seyffart highlights that a 2X SpaceX ETF is already trading, specifically referencing SPCL from Defiance ETFs. This suggests leveraged exposure to SpaceX-related investments is now ...
ETF will hold spot Bitcoin and use options to manage volatility, James Seyffart notes
James Seyffart explains that a new ETF, according to its filing, will be structured to hold spot Bitcoin ETFs and employ options strategies aimed at lowering volatility and downside risk. This ...
James Seyffart: Defiance files for photonics ETF amid AI and space ETF surge
James Seyffart reports that Defiance has filed for a Photonics ETF, with no ticker announced yet. This filing continues a substantial wave of ETF launches and filings related to artificial ...
No changes for mega cap IPOs after S&P review, James Seyffart notes
James Seyffart comments on a recent article discussing the S&P's decision not to implement any changes regarding mega cap IPOs. The tweet highlights S&P's choice to maintain its current approach, ...
