Blockchain equity ETFs are increasingly attracting investor attention, with record inflows highlighting their growing appeal. In April, these products saw net inflows of USD 576 million - the strongest month since February 2021. Historically, blockchain equities have a lower correlation to traditional equity indices and have recently shown greater resilience than Bitcoin during periods of heightened market volatility and geopolitical uncertainty. Several factors support this trend. The investable universe of these products includes Bitcoin miners, digital asset trading venues, payment companies and infrastructure providers, providing broad access to the digital asset ecosystem. Investors also benefit from easy access to these products, which are listed on major exchanges worldwide and each have a different sensitivity to Bitcoin and other cryptocurrencies. Blockchain equity ETFs also benefit from structural drivers such as increasing regulatory clarity and the convergence of blockchain technology with adjacent areas such as artificial intelligence and data center investments.

$BCHS (+1,37 %)

The CLARITY Act has been stuck in the Senate for months - now things could move quickly. A vote in the Banking Committee is scheduled for May, but the tight schedule (Memorial Day, summer break, election campaign) is putting the project under massive pressure.

What does this mean for the market?

- $ETH (-2,52 %) & Altcoins: biggest winners if passed, as regulatory clarity (especially for staking and DeFi)

- $BTC (-2,06 %): hardly any additional effect, status already largely clarified

If the law fails or is postponed to 2027, there is a clear risk-off for altcoins (-15 to -25% vs. BTC).

Macro situation remains tense:

- Outflows from crypto ETPs (USD 605 million this week)

- At the same time, strong inflows into #bitcoin & blockchain stocks (USD 624 million in four weeks)

Interpretation:

Investors reduce direct crypto exposure but build structural positions via equities (e.g. beneficiaries of stablecoins and AI)

Conclusion:

Caution in the short term - clear capital rotation into the sector continues in the long term.

(Text: James Butterfill, CoinShares' Head of Research)

$CETH (-3,15 %)
$BCHS (+1,37 %)

Bitcoin cycles in the year of the halving. If September was green for Bitcoin, the following three months were all green. Bitcoin is up 11.5% this September and there are only four trading days (including today) left this month. Where do you see the Bitcoin price at the end of the year? My guess is $100,000 (currently $65,000).

$BTC (-2,06 %)
#bitcoin
$ETH (-2,52 %)
$SOL (-1,22 %)
$BNB (-0,45 %)
$DOGE (-0,92 %)
$XRP (-2,27 %)
$SUI (-5,19 %)
$ADA (-2,06 %)
$USDT (+0,11 %)
$AAVE (-2,05 %)
$BONK (-2,87 %)
$SHIB (-1,58 %)
$BEST (+0 %)
$COIN (-4,43 %)
$MSTR (-3,4 %)
$GLXY
$IBIT
$BCH (-1,3 %)
$21BC (-2,13 %)$HIVE (+5,39 %)
$MARA (+2,05 %)
$RIOT (+0,48 %)
$ETHE
$BCHS (+1,37 %)
$ARB

$BNXG (+1,37 %) I see here that the Top10 was heavily restructured. Where do you get info what exactly was done, or can you see that ? On the website is the last report from October 2022 there was still $MSTR (-3,4 %) still at 3.5% and in the Top10 now she is everywhere out ... And also $COIN (-4,43 %) was clearly minimized from the share. Do I have to wait for the next report?

A month ago, I increased my risk capital from $BNXG (+1,37 %) to $NB2 (-3,64 %) reallocated. This was a risky but rewarding decision. While the ETF has gained about 10% in the last month. Could $NB2 (-3,64 %) gained over 50%.

Here you can see that you also have to accept losses when you see more potential elsewhere. Nevertheless, my risk pot is still 12% in minus, but with still much potential upwards. The recovery of Crypto is the most important driver.

I see "problems" with 3 of the top 10 companies in the long term. 5 Neutral. and only as positive. I have withdrawn from the position. and unlayered.

What do you think of the etf mentioned?

Invesco Coinshares Global Blockchain UCITS ETF Acc aims to track the performance of the net total return of the Coinshares Blockchain Global Equity Index

The fund provides access to global companies from developed and emerging markets that participate or could participate in the Blockchain ecosystem in the future.

Among others, this includes

Kakao Corp. this is a South Korean company that has a monopoly over the South Korean internet market.

Or the Monex Group, as the largest position.

This is a financial services company based in Tokyo, Japan. Monex Inc. is active in online securities trading as the main subsidiary with about 2 million accounts

Unfortunately also coinbase, which I am not so convinced of myself. And many more.

I would be happy if a small discussion arises.

Otherwise a pleasant and turbulent day to you 👍🏻

Blockchain ETF > Crypto

In January, the ETF is at only -10% while BTC shows -30% 🩸

I still maintain that companies making profit from blockchain are much lower risk and at the same time have just as strong growth potential.

The ETF includes everything from large exchanges to mining companies to fintechs that are merging banks with crypto.

I want to be broadly positioned and participate in the growth of blockchain without being invested in something that is bloated by greed and half-knowledge.

During a gold rush, the people who sell the shovels also earn quite well 🙂

@Kundenservice Öhmm, I just wanted to look at the msci world on the annual chart, where I entered in January this year. I entered on 08.01.2021 at 61.143€. However, I am shown in the app here at the msci world on 08.01.2021 around the 64€. The same with my remaining portfolio values. At $BNXG (+1,37 %) same. On 31.01.2021 entered at 81.5€ the chart shows something between 84 and 86 on this day.

Does anyone have this ETF already? 🌈😻