Loading video...

Video Failed to Load

Go Home

JUST IN: Senior ETF analyst for Bloomberg Eric Balchunas explains why BlackRock’s Bitcoin ETF $IBIT is the most successful ETF product ever launched. “It’s almost like beyond normalcy, it’s unbelievable.” H/t: Phil Rosen

TheBTCTherapist's profile picture

The ₿itcoin Therapist

257,164 subscribers

32,395 views • 9 months ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

BITCOIN JUST BROKE THE ETF INDUSTRY Eric Balchunas says in 20 years covering ETFs he’s never seen anything like this. BlackRock’s $IBIT hit $100B in roughly 400 days. The next fastest ETF to reach $100B was Vanguard’s $VOO -- and that took around 2,000 days. A 100-year-old industry, and the fastest product ever is a $BTC ETF. It gets deeper. $IBIT options are already among the top ETF options by volume, and Balchunas notes $IBIT options are now effectively the largest #Bitcoin options market in the world. That’s liquidity, derivatives depth, and institutional positioning forming at record speed. This isn’t hype. It’s structural demand flowing through regulated rails. When Bitcoin becomes the fastest scaling ETF product ever launched, you’re not watching a trend -- you’re watching financial infrastructure shift. 🌊
1:06

BITCOIN JUST BROKE THE ETF INDUSTRY Eric Balchunas says in 20 years covering ETFs he’s never seen anything like this. BlackRock’s $IBIT hit $100B in roughly 400 days. The next fastest ETF to reach $100B was Vanguard’s $VOO -- and that took around 2,000 days. A 100-year-old industry, and the fastest product ever is a $BTC ETF. It gets deeper. $IBIT options are already among the top ETF options by volume, and Balchunas notes $IBIT options are now effectively the largest #Bitcoin options market in the world. That’s liquidity, derivatives depth, and institutional positioning forming at record speed. This isn’t hype. It’s structural demand flowing through regulated rails. When Bitcoin becomes the fastest scaling ETF product ever launched, you’re not watching a trend -- you’re watching financial infrastructure shift. 🌊

CryptosRus

137,047 views • 7 months ago

JUST IN: BlackRock's spot Bitcoin ETF is now the company's most profitable ETF, Bloomberg reports.
1:00

JUST IN: BlackRock's spot Bitcoin ETF is now the company's most profitable ETF, Bloomberg reports.

Watcher.Guru

565,485 views • 1 year ago

JUST IN: Bloomberg Senior ETF Analyst Eric Balchunas says Bitcoin ETFs will ultimately triple gold 👀 "I think as the younger investors get more money and grow up with Bitcoin as their store of value, I do believe that Bitcoin ETFs will triple gold in assets."
1:33

JUST IN: Bloomberg Senior ETF Analyst Eric Balchunas says Bitcoin ETFs will ultimately triple gold 👀 "I think as the younger investors get more money and grow up with Bitcoin as their store of value, I do believe that Bitcoin ETFs will triple gold in assets."

Bitcoin Magazine

171,480 views • 19 days ago

JUST IN - Bloomberg ETF Analyst James Seyffart says Grayscale winning its lawsuit against the SEC “definitely increases the odds of approval” for a spot #Bitcoin ETF 🚀
1:49

JUST IN - Bloomberg ETF Analyst James Seyffart says Grayscale winning its lawsuit against the SEC “definitely increases the odds of approval” for a spot #Bitcoin ETF 🚀

Bitcoin Magazine

314,496 views • 3 years ago

In this video from Ripple #Swell where Hunter Horsley (Hunter Horsley, CEO of Bitwise Asset Management), Tim McCourt (Tim McCourt, Senior Managing Director & Global Head of Equities, FX, and Alternative Products at CME Group), and Eric Balchunas (Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence) discuss the #XRP ETF filings and the broader impact on the digital asset space. #RippleSwell #ETFs #DigitalAssets
2:15

In this video from Ripple #Swell where Hunter Horsley (Hunter Horsley, CEO of Bitwise Asset Management), Tim McCourt (Tim McCourt, Senior Managing Director & Global Head of Equities, FX, and Alternative Products at CME Group), and Eric Balchunas (Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence) discuss the #XRP ETF filings and the broader impact on the digital asset space. #RippleSwell #ETFs #DigitalAssets

Max Avery

17,996 views • 2 years ago

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap
54:36

How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap

Laura Shin

49,589 views • 2 years ago

Bloomberg analysts just said it’s now ETH’s time to shine They talked about why they are bullish and why Ethereum is better than Bitcoin 👇 - $ETH treasury companies acquired 1% of ETH in circulation in July - ETH staking component differentiates it from Bitcoin because you generate income and don't just hold it - ETH is more than digital gold, more than an asset, it’s the internet of digital assets - ETHA ETF is the 2rd fastest ETF ever to hit $10B - Ethereum ETFs could get to 20-30% market share soon - ETHA could bring in the most inflows of any ETF in August Ethereum is inevitable
1:34

Bloomberg analysts just said it’s now ETH’s time to shine They talked about why they are bullish and why Ethereum is better than Bitcoin 👇 - $ETH treasury companies acquired 1% of ETH in circulation in July - ETH staking component differentiates it from Bitcoin because you generate income and don't just hold it - ETH is more than digital gold, more than an asset, it’s the internet of digital assets - ETHA ETF is the 2rd fastest ETF ever to hit $10B - Ethereum ETFs could get to 20-30% market share soon - ETHA could bring in the most inflows of any ETF in August Ethereum is inevitable

Crypto-Gucci.eth ᵍᵐ🦇🔊

211,508 views • 1 year ago

They said Bitcoin was “rat poison squared.” Now it’s the most successful ETF launch in history. Watch our latest Stronghold 101 → The turnaround story you need to see.
1:32

They said Bitcoin was “rat poison squared.” Now it’s the most successful ETF launch in history. Watch our latest Stronghold 101 → The turnaround story you need to see.

Stronghold

14,673 views • 1 year ago

NEW EPISODE: Bloomberg's James Seyffart returns to the show to break down major developments in the ETF world. Who's holding through the 50% Bitcoin crash. What Morgan Stanley's filing means for the space. And why gold ETFs beat Bitcoin...for now. Streaming wherever you get your podcasts. TIMESTAMPS: 00:00 Bitcoin ETF Flow: What's Really Happening 2:46 Why ETF Holders Are Diamond Hands 6:37 Who's Actually Buying Bitcoin ETFs? 8:27 ETF Issuer Rankings: IBIT, Fidelity & the Rest 10:01 Morgan Stanley's Bitcoin ETF: A Big Deal 11:28 Will Other Banks Follow Morgan Stanley? 12:37 In-Kind Redemptions: What Changed & What's Coming 15:34 Coinbase Custody Concentration Risk 16:59 Gold ETF Flows: The Exact Opposite of Bitcoin 20:38 Gold ETFs vs. Bitcoin ETFs: Size & Liquidity 22:51 Will Bitcoin ETFs Ever Surpass Gold ETFs? 24:41 Are Advisors Under-Allocated to Gold? 27:05 Market Outlook: Long-Term Bull Case 30:54 Where ETF Money Is Flowing Now: Real Assets Win 34:00 What James Is Watching Most Closely
37:47

NEW EPISODE: Bloomberg's James Seyffart returns to the show to break down major developments in the ETF world. Who's holding through the 50% Bitcoin crash. What Morgan Stanley's filing means for the space. And why gold ETFs beat Bitcoin...for now. Streaming wherever you get your podcasts. TIMESTAMPS: 00:00 Bitcoin ETF Flow: What's Really Happening 2:46 Why ETF Holders Are Diamond Hands 6:37 Who's Actually Buying Bitcoin ETFs? 8:27 ETF Issuer Rankings: IBIT, Fidelity & the Rest 10:01 Morgan Stanley's Bitcoin ETF: A Big Deal 11:28 Will Other Banks Follow Morgan Stanley? 12:37 In-Kind Redemptions: What Changed & What's Coming 15:34 Coinbase Custody Concentration Risk 16:59 Gold ETF Flows: The Exact Opposite of Bitcoin 20:38 Gold ETFs vs. Bitcoin ETFs: Size & Liquidity 22:51 Will Bitcoin ETFs Ever Surpass Gold ETFs? 24:41 Are Advisors Under-Allocated to Gold? 27:05 Market Outlook: Long-Term Bull Case 30:54 Where ETF Money Is Flowing Now: Real Assets Win 34:00 What James Is Watching Most Closely

Natalie Brunell ⚡️

105,488 views • 6 months ago

JUST IN: BLOOMBERG ANALYST JUST SAID LIVE ON TV $10 TRILLION MORGAN STANLEY IS ABOUT TO LAUNCH A #BITCOIN ETF "FEE WAR" AGAINST $14 TRILLION BLACKROCK THE WORLD'S LARGEST FINANCIAL INSTITUTIONS COMPETING FOR BTC NOT PRICED IN 🚀
0:26

JUST IN: BLOOMBERG ANALYST JUST SAID LIVE ON TV $10 TRILLION MORGAN STANLEY IS ABOUT TO LAUNCH A #BITCOIN ETF "FEE WAR" AGAINST $14 TRILLION BLACKROCK THE WORLD'S LARGEST FINANCIAL INSTITUTIONS COMPETING FOR BTC NOT PRICED IN 🚀

The Bitcoin Historian

163,792 views • 6 months ago

Anthony Pompliano calls #Bitcoin the greatest show on Earth He explains: Why Wall Street wants exposure Why it’s the best performing asset Why it’s so volatile Why the ETF is not REAL Bitcoin Bitcoin’s computer network The 2024 halving Everyone should hear this interview! 🤯
5:09

Anthony Pompliano calls #Bitcoin the greatest show on Earth He explains: Why Wall Street wants exposure Why it’s the best performing asset Why it’s so volatile Why the ETF is not REAL Bitcoin Bitcoin’s computer network The 2024 halving Everyone should hear this interview! 🤯

The ₿itcoin Therapist

143,584 views • 2 years ago

Are spot #Bitcoin ETFs a done deal? The race is already on to compete for market share. Eric Balchunas & James Seyffart of Bloomberg Intelligence join me to break down the ETFs, how they will compete, redemption & creation, in-kind vs cash, seeding the ETFs, the SEC's moves, APs and more. Let us know what you think! TIMESTAMPS (00:00) Intros to James Seyffart & Eric Balchunas (1:15) Spot Bitcoin ETF compared to other ETFs (4:17) What is an ETF? (9:45) ETFs vs. mutual funds (13:06) When will applications get approved? (15:44) BlackRock's application (19:21) SEC Spot ETF approval process (23:18) Will all spot Bitcoin ETFs be approved at same time? (26:24) Spot Bitcoin ETF fees (31:33) Creation and redemption process (39:53) Why is SEC against in-kind redemptions (41:36) APs: JP Morgan, Goldman Sachs (44:34) Seeding the ETFs (50:50) Bitcoin's place in history
59:37

Are spot #Bitcoin ETFs a done deal? The race is already on to compete for market share. Eric Balchunas & James Seyffart of Bloomberg Intelligence join me to break down the ETFs, how they will compete, redemption & creation, in-kind vs cash, seeding the ETFs, the SEC's moves, APs and more. Let us know what you think! TIMESTAMPS (00:00) Intros to James Seyffart & Eric Balchunas (1:15) Spot Bitcoin ETF compared to other ETFs (4:17) What is an ETF? (9:45) ETFs vs. mutual funds (13:06) When will applications get approved? (15:44) BlackRock's application (19:21) SEC Spot ETF approval process (23:18) Will all spot Bitcoin ETFs be approved at same time? (26:24) Spot Bitcoin ETF fees (31:33) Creation and redemption process (39:53) Why is SEC against in-kind redemptions (41:36) APs: JP Morgan, Goldman Sachs (44:34) Seeding the ETFs (50:50) Bitcoin's place in history

Natalie Brunell ⚡️

309,707 views • 2 years ago

Ouch... 🩸 Bitcoin ETFs are bleeding money like never before. $5.94 BILLION worth of BTC has been dumped in just 6 weeks. This is the most aggressive continuous ETF selling pressure Bitcoin has ever seen.
0:25

Ouch... 🩸 Bitcoin ETFs are bleeding money like never before. $5.94 BILLION worth of BTC has been dumped in just 6 weeks. This is the most aggressive continuous ETF selling pressure Bitcoin has ever seen.

Crypto Rover

77,916 views • 3 months ago

BAD NEWS FOR SOLANA AND XRP HOLDERS: 🇺🇸 Goldman Sachs just separated winners from losers. Publicly. Sold: all Solana ETF holdings. Sold: all XRP ETF holdings. Kept: Bitcoin exposure. Kept: Ethereum infrastructure plays. BlackRock: $7B on Ethereum. Bitcoin ETF dominant. Goldman: exiting SOL and XRP. The two most powerful banks in America. Aligned on Bitcoin and Ethereum. Exiting everything else. This is not a market signal. This is a conviction statement.
0:29

BAD NEWS FOR SOLANA AND XRP HOLDERS: 🇺🇸 Goldman Sachs just separated winners from losers. Publicly. Sold: all Solana ETF holdings. Sold: all XRP ETF holdings. Kept: Bitcoin exposure. Kept: Ethereum infrastructure plays. BlackRock: $7B on Ethereum. Bitcoin ETF dominant. Goldman: exiting SOL and XRP. The two most powerful banks in America. Aligned on Bitcoin and Ethereum. Exiting everything else. This is not a market signal. This is a conviction statement.

Merlijn The Trader

396,154 views • 4 months ago

They called us crazy. Turns out we were just early. • $XRP ETF Launch 11/13 • $HBAR ETF Absorbs ~0.5% Supply 72 hours • $LINK x $Ondo Trillions in Tokenized RWA • The Hunt for Red October • Visa Stables & $ETH $SOL $XLM $AVAX • Bitcoin Anniversary It’s all happening 🎃
11:54

They called us crazy. Turns out we were just early. • $XRP ETF Launch 11/13 • $HBAR ETF Absorbs ~0.5% Supply 72 hours • $LINK x $Ondo Trillions in Tokenized RWA • The Hunt for Red October • Visa Stables & $ETH $SOL $XLM $AVAX • Bitcoin Anniversary It’s all happening 🎃

King Solomon (Ryan Solomon)

55,100 views • 11 months ago

JUST IN: Wall Street analyst Lance Vitanza explains why a well-run #Bitcoin treasury company is better than an ETF. "If you own 1 BTC through an ETF today, in 20 years you'll have 0.95 BTC as the fees accumulate. But through a well-run treasury company, you could have 3–5 BTC in 20 years." 🔥 "It's mainly about which company can keep the market comfortable even through the bad times."
0:52

JUST IN: Wall Street analyst Lance Vitanza explains why a well-run #Bitcoin treasury company is better than an ETF. "If you own 1 BTC through an ETF today, in 20 years you'll have 0.95 BTC as the fees accumulate. But through a well-run treasury company, you could have 3–5 BTC in 20 years." 🔥 "It's mainly about which company can keep the market comfortable even through the bad times."

BitcoinTreasuries.NET

69,347 views • 1 month ago

"This really does feel like a silent IPO." James Seyffart (James Seyffart) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs. Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying. "Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all." We cover: — Why advisors loaded up on Bitcoin while retail was selling — The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips — Why the Iran weekend was the real Bitcoin turning point nobody talked about — The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest — Six years ago people asked if Bitcoin would be banned, what changed in DC — Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg — The basket ETF and prediction market ETF wave coming through SEC pipeline right now — Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up — Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation — The Clarity Act window and why his colleague has never put odds below 60% Thanks to James for joining us again on New Era Finance Podcast. Highlights: 00:00 - Intro 02:13 - The Iran Moment Shock 02:33 - Bitwise's Best Quarter Ever 03:34 - Crypto's Inverse Adoption Curve 12:08 - Tokenization & The Stablecoin Cliff 20:00 - Gold ETFs vs Bitcoin ETFs 21:00 - Six Years Ago vs Now 24:48 - The Gold Bull Run Explained 30:15 - Basket ETFs Coming 32:50 - Clarity Act Odds 33:40 - Why ETF Inflows Hit New ATHs 36:08 - The Silent IPO Frame
41:03

"This really does feel like a silent IPO." James Seyffart (James Seyffart) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs. Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying. "Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all." We cover: — Why advisors loaded up on Bitcoin while retail was selling — The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips — Why the Iran weekend was the real Bitcoin turning point nobody talked about — The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest — Six years ago people asked if Bitcoin would be banned, what changed in DC — Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg — The basket ETF and prediction market ETF wave coming through SEC pipeline right now — Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up — Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation — The Clarity Act window and why his colleague has never put odds below 60% Thanks to James for joining us again on New Era Finance Podcast. Highlights: 00:00 - Intro 02:13 - The Iran Moment Shock 02:33 - Bitwise's Best Quarter Ever 03:34 - Crypto's Inverse Adoption Curve 12:08 - Tokenization & The Stablecoin Cliff 20:00 - Gold ETFs vs Bitcoin ETFs 21:00 - Six Years Ago vs Now 24:48 - The Gold Bull Run Explained 30:15 - Basket ETFs Coming 32:50 - Clarity Act Odds 33:40 - Why ETF Inflows Hit New ATHs 36:08 - The Silent IPO Frame

New Era Finance Podcast

145,056 views • 4 months ago

The Bitcoin $BTC ETF is NOT the next big thing. THIS is the NEXT, **unpriced** changer changer for Crypto. Spoiler: Forget the S&P500. Think "Crypto50." And here's exactly why - which NO ONE pays attention to. ETFs allow you to essential 1031 stocks or other assets just like you can do with real estate. Custom ETF portfolios are the future in crypto with MASSIVE tax advantages. See video for more explanation.
10:43

The Bitcoin $BTC ETF is NOT the next big thing. THIS is the NEXT, **unpriced** changer changer for Crypto. Spoiler: Forget the S&P500. Think "Crypto50." And here's exactly why - which NO ONE pays attention to. ETFs allow you to essential 1031 stocks or other assets just like you can do with real estate. Custom ETF portfolios are the future in crypto with MASSIVE tax advantages. See video for more explanation.

Meet Kevin

143,120 views • 2 years ago

🚨JUST IN: T. ROWE PRICE FILES FOR MULTI-ASSET ACTIVE CRYPTO ETF COVERING $BTC, $ETH, $XRP AND MORE T. Rowe Price has filed Amendment No. 2 for its Active Crypto ETF, expanding its proposed basket to include $BTC, $ETH, $XRP, $LTC, and $SHIB, among other assets. The move signals that one of Wall Street's most established asset managers is accelerating its push into crypto products.
0:28

🚨JUST IN: T. ROWE PRICE FILES FOR MULTI-ASSET ACTIVE CRYPTO ETF COVERING $BTC, $ETH, $XRP AND MORE T. Rowe Price has filed Amendment No. 2 for its Active Crypto ETF, expanding its proposed basket to include $BTC, $ETH, $XRP, $LTC, and $SHIB, among other assets. The move signals that one of Wall Street's most established asset managers is accelerating its push into crypto products.

BSCN

72,733 views • 6 months ago