Retail is uber bearish on ETH rn, but they are missing the forrest for the trees.
Institutional ownership of ETH ETFs increased from 4.8% in Q3 to 14.5% in Q4.
The institutions are coming for ETH.
Juan Leon
3,074 posts
Juan Leon
@singularity7x
Joined May 2019
- 92% of economists were wrong. In contrast, more than half (52%) on Polymarket were right. Wisdom of crowds beating the "experts."
For those asking, 105 out of 114 economists were wrong (in expecting 25bps). - 🚨 13F Filing Update 🚨 Notable holdings from BlackRock's bitcoin ETF as of their latest filings (Dec 31): - Goldman Sachs: 24,077,861 shares worth $1.35B (+89% increase) - Millennium Mgmt: 23,498,001 shares worth $1.32B (+116% increase) - Abu Dhabi Sovereign Wealth Fund:
- As ETH hits a new ATH, reminder that it holds the record for the fastest major asset to reach $500B market value (established in 2021).
- Built on EthereumJUST IN: Visa to help banks test tokenized assets and smart contracts.
- Met with a $500B US private bank to discuss investing in bitcoin. The most urgent question their CIO had: "Clients are asking about bitcoin more than ever before, and our advisors don't have good answers. How can you help us educate our advisors quickly?" Education is critical
- Over the past week U.S. spot ETH ETF inflows have more than doubled those of BTC ETFs at $409M vs $173M
- This is why ETH got pounded this week. Shorts increased to highest on record.
- Just wrapped a meeting with an RIA who: 1Y Ago: 1% max allocation to BTC for select clients Jan 2024: Upped to 2% max Today: Max allocation is now 10%, modeled across all clients, now doing BTC as well as ETH Advisors are adapting quickly
- Stripe holds a 21% share of the global payment processing solutions market, making it the world's second most used payment solution. USDC will integrate with Stripe and settle on Base, Coinbase's L2 on Ethereum. The mainstream era of stablecoins, made possible by Ethereum.
- BTC's rise fueled by record-breaking ETF inflows and SOL’s emergence as a retail darling have left ETH largely overlooked this year. But ETH stands to benefit from several big trends in 2025. Read the 🧵👇 from my latest CIO Memo on why I'm calling ETH the comeback kid of 2025.
- Institutional ownership of ETH ETFs increased QoQ, while BTC ETFs basically stayed the same: - ETH ETFs overall institutional ownership: - Q3: 4.8% - Q4: 14.5% - BTC ETFs overall institutional ownership: - Q3: 22.3% - Q4: 21.5%
- State of Michigan becomes first state pension fund to allocate to ETH Latest 13F shows Michigan's pension held its BTC ETF exposure of $7M, and bought $10M of ETH ETFs. Institutional investors are coming for both BTC and ETH!
