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Nate Geraci, a prominent figure in the ETF industry, has been discussing various developments in the space, particularly with regards to crypto and tokenization. Recently, there have been significant inflows into spot Bitcoin and Ethereum ETFs, with some records being broken, and major players like Charles Schwab and Vanguard are taking notice. The SEC is also exploring innovation exemptions from regulations to incentivize tokenization, indicating a shift towards greater adoption of crypto and blockchain technology.
Social category influence cryptocurrencies #855 finance XXXXX% stocks XXXX% technology brands XXXX% exchanges XXXX% social networks XXXX% celebrities XXXX%
Social topic influence bitcoin #278, ethereum #255, ishares ethereum #7, sec #410, market cap 2.36%, vanguard #10, sampp 1.89%, $39bil 1.42%, $5bil #1, investment #2075
Top accounts mentioned or mentioned by @ericbalchunas @toddrosenbluth @freki_og @journeymacro @jseyff @hml_compounder @sumitroy2 @etfcom @80_jrod @isabelletanlee @ethereansinfo @ampleprotocol @vetta_fi @kgreifeld @cfb18 @alphaarchitect @kristinreports @vildanahajric @michaelvenuto @vettafis
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) iShares Ethereum Trust (ETHA) BlackRock Inc (BLK) Charles Schwab Corporation (SCHW) Coinbase Global, Inc. (COIN) DoorDash, Inc. (DASH) Artificial Intelligence (AI4) Strategy (MSTR) Solana (SOL)
Top posts by engagements in the last XX hours
"Avg market cap of $ARKKs holdings increased from $5bil last March to $39bil at end of February. via @Evie_xing" @NateGeraci on X 2021-03-26 23:58:08 UTC 64.9K followers, XX engagements
"We have a new daily inflow record for iShares Ethereum ETF Nearly $550mil. Back-to-back record days. Now 10-day inflow streak. $2.1bil" @NateGeraci on X 2025-07-18 02:03:22 UTC 64.9K followers, 200.3K engagements
"Stat of the day via @WSJ. DoorDash valuation in 2018 = $1.4bil Valuation today at expected IPO price of $XXX = approx $39bil. How much in market cap does it add tomorrow" @NateGeraci on X 2020-12-09 01:51:14 UTC 64.9K followers, XX engagements
"ARK ETF assets down nearly $20bil since mid-February. Currently at $39bil. Largely performance-driven though have been some outflows more recently. That said year-to-date inflows still +12bil" @NateGeraci on X 2021-10-05 20:17:24 UTC 64.9K followers, XX engagements
"Let the record reflect that you can currently buy leveraged & futures-based xrp & sol ETFs But you cant buy spot xrp & sol ETFs. Not only that but SEC is now pushing back against index-based crypto ETFs where xrp & sol are XX% of holdings. Thought we were done w/ this" @NateGeraci on X 2025-07-23 00:54:36 UTC 64.9K followers, 61.4K engagements
".@ricedelman who founded $300bil investment advisory firm Edelman Financial Engines Recommends 40% crypto allocation for aggressive investors. XX% for conservative. Says owning crypto is no longer a speculative position; failing to do so is. Look at these takeaways" @NateGeraci on X 2025-06-30 00:19:45 UTC 64.9K followers, 831.3K engagements
"New record inflow for Fidelity Ethereum ETF $210mil" @NateGeraci on X 2025-07-25 01:01:51 UTC 64.9K followers, 28.1K engagements
"New weekly inflow record for spot eth ETFs $2.2bil That follows nearly $1bil last week. Back-to-back record weeks. X of top X inflow days since launch over past two weeks" @NateGeraci on X 2025-07-19 02:07:08 UTC 64.9K followers, 23K engagements
"Btw the fact that in-kind creations & redemptions on spot btc ETFs are still not approved 19mos after launch is absolutely ridiculous ETF issuers were ready to handle this from the jump. Still doing cash creates/redeems is completely unnecessary. Eth ETFs too. No reason" @NateGeraci on X 2025-07-28 00:47:35 UTC 64.9K followers, 9846 engagements
"Wild stat Companies have raised nearly $86bil this yr to buy bitcoin & other crypto. Thats more than double the amount raised in US IPOs in 2025. via @GZuckerman @Vlajournaliste" @NateGeraci on X 2025-07-26 19:08:02 UTC 64.9K followers, 7113 engagements
"Over $500mil into spot eth ETFs 3rd best day since launching a year ago. Now 13-day inflow streak w/ $4bil new $$$. X of best X inflow days for category have occurred in past X weeks" @NateGeraci on X 2025-07-23 01:59:54 UTC 64.9K followers, 28.6K engagements
"Besides that I think Vanguard should allow brokerage access to crypto ETFs Here are my X most strongly held beliefs on category 1) BlackRock should absolutely file for spot xrp sol etc ETFs. Crypto index ETF as well. Protect their current crypto ETF leadership position" @NateGeraci on X 2025-07-15 01:38:02 UTC 64.9K followers, 113K engagements
"Plot thickens on Grayscale Digital Large Cap ETF. SEC Division of Trading & Markets issued approval order on July 1st. Should have been the end of it & GDLC would be live. But that approval order was then stayed. Grayscale attorneys arent having it. Sent letter to SEC" @NateGeraci on X 2025-07-12 00:11:11 UTC 64.9K followers, 15.5K engagements
"Total crypto market cap crosses over $4tril for first time Congrats everyone" @NateGeraci on X 2025-07-18 01:43:23 UTC 64.9K followers, 27.9K engagements
"Two spot btc ETFs on list of top industry revenue-generators. via @kgreifeld" @NateGeraci on X 2025-07-17 23:09:52 UTC 64.9K followers, 4147 engagements
"Panagram manages some $17bil. Their Co-Founder & CEO John Kim does an excellent job here of explaning CLOs incl investment case & wrapping in ETF structure. Fun chat w/ @Zenomercer on AI AI ETFs & top-heaviness of market cap weighted indices" @NateGeraci on X 2024-04-30 16:40:54 UTC 64.9K followers, 2383 engagements
"Two things on this 1) Yes Im highly aware that Vanguard holds MSTR on behalf of its fund investors. Obviously. 2) Im also very aware that Vanguard has to hold MSTR to properly track various indices. But if you dont see the irony here I dont know what to tell you" @NateGeraci on X 2025-07-15 00:11:19 UTC 64.9K followers, 47.4K engagements
"Very small sample size But spot eth ETFs have taken in more new $$$ than spot btc ETFs each of past X trading days. $2.4bil vs $830mil total. Noticeable difference. Something to watch" @NateGeraci on X 2025-07-25 01:58:49 UTC 64.9K followers, 22K engagements
"Behold my 2025 ETF predictions 1) Either VOO IVV or Both Will Chop Fees 2) The Year of Crypto ETFs 3) Private Credit ETFs Will Have to Wait 4) XXX Exchanges Go Mainstream 5) A Leveraged Single Stock ETF Implodes" @NateGeraci on X 2025-01-08 22:10:00 UTC 64.9K followers, 84.7K engagements
"Spot btc & eth ETFs have taken in $26+bil this yr Still no in-kind creation & redemption. Still limited access on many major wirehouse & financial advisory platforms. Still no Vanguard brokerage access. Basically one hand tied behind back. Yet still now $175bil AUM" @NateGeraci on X 2025-07-28 00:13:09 UTC 64.9K followers, 19.7K engagements
"In other words in an industry more than three decades old and home to nearly 4400 funds the three fastest ETFs to $10bil in AUM are all crypto-related Hope youre paying attention" @NateGeraci on X 2025-07-26 21:55:50 UTC 64.9K followers, 1409 engagements
"Spot eth ETF inflow streak extends to 16 days 4th best inflow day since launch. Nearly $5bil new $$$ during streak. Spot eth ETF spot btc ETF inflows in each of past X days. On a heater" @NateGeraci on X 2025-07-26 03:49:36 UTC 64.9K followers, 20.2K engagements
"Spot ether ETFs began trading one year ago today. Since that time nearly 1000 ETFs have launched. iShares Ethereum ETF leads all of them in inflows w/ $8.5bil" @NateGeraci on X 2025-07-23 13:17:47 UTC 64.9K followers, 22.7K engagements
"Here's a good one for you. Vanguard via its funds is now the single largest shareholder of Strategy. Still can't buy spot bitcoin ETFs on their brokerage platform. via @VildanaHajric" @NateGeraci on X 2025-07-14 16:11:00 UTC 64.9K followers, 505.9K engagements
"Spot eth ETFs celebrate 1yr anniversary w/ $330mil inflows 7th best day since launch. X of top X inflow days have come in past 2 weeks. Now 13-day inflow streak altogether. $4.4bil new $$$" @NateGeraci on X 2025-07-24 02:07:56 UTC 64.9K followers, 19.9K engagements
"Me at Sunday night family dinner listening to everyone trying to figure out what a stablecoin is after they heard about GENIUS Act on Fox News" @NateGeraci on X 2025-07-21 01:33:16 UTC 64.9K followers, 47K engagements
"Total crypto market cap closing in on $3tril Beginning of yr = $770bil Jan 2020 = $190bil Unreal" @NateGeraci on X 2021-11-08 03:21:40 UTC 64.9K followers, XX engagements
"Spot ether ETFs continued their momentum last week celebrating their one-year anniversary with nearly $1.9bil in total inflows The category has now posted a 16-day inflow streak bringing in more than $5bil in new money. (table via @FarsideUK)" @NateGeraci on X 2025-07-26 21:55:48 UTC 64.9K followers, 1918 engagements
"Another $1+bil into spot bitcoin ETFs $2.7bil for the week. Since Jan 2024 launch there have been X days of inflows $1bil. X of those are in past X days" @NateGeraci on X 2025-07-12 02:35:22 UTC 64.9K followers, 20.1K engagements
"Charles Schwab CEO tells CNBC they anticipate launching spot btc & eth trading sometime soon Says clients want crypto to sit alongside their other assets at Schwab. Would compete directly w/ Coinbase. Also said Schwab clients hold over XX% of total assets in crypto ETFs" @NateGeraci on X 2025-07-18 15:40:29 UTC 64.9K followers, 24.4K engagements
"ARK/Cathie Wood has written down small stake in Twitter by XX% since Elon took it private at $44bil last yr So implied valuation = $23bil If you had to guess whats reasonable current valuation Like what valuation would you be comfortable w/ if had opportunity to invest" @NateGeraci on X 2023-07-23 23:13:07 UTC 64.9K followers, 4317 engagements
"SEC Division of Trading & Markets has approved the Bitwise XX Crypto Index ETF. However like with the Grayscale Digital Large Cap ETF this approval order is stayed. IMO both of these should be allowed to convert/uplist asap. Bizarre situation" @NateGeraci on X 2025-07-22 21:22:41 UTC 64.9K followers, 136.2K engagements
"Let's see who SEC Crypto Task Force met w/ today. Just Citadel Securities. The topic You guessed it. Tokenized equity securities. I have no further comment at this time" @NateGeraci on X 2025-07-23 02:07:57 UTC 64.9K followers, 48.4K engagements
"Kraken planning on offering tokenized stocks & ETFs to overseas customers Includes tokenized versions of SPDR S&P XXX ETF (SPY) and SPDR Gold Shares (GLD). 24/7 trading. On Solana blockchain. Hope youre paying attention. via @aosipovich" @NateGeraci on X 2025-05-22 14:46:41 UTC 64.9K followers, 8796 engagements
"Btc now accounts for about two-thirds of Trump Medias approx $3bil in liquid assets What a time to be alive" @NateGeraci on X 2025-07-22 00:16:40 UTC 64.9K followers, 3572 engagements
"Rise of crypto artificial intelligence & robotics all happening at same time All three literally altering economic landscape & disrupting established norms. Good luck trying to gauge stock market valuations & call a top over next few yrs" @NateGeraci on X 2025-07-24 02:47:23 UTC 64.9K followers, 8092 engagements
"Spot eth ETFs now w/ over $1.3bil net inflows since July launch Have done this despite: 1) Nearly $3.5bil outflows from ETHE 2) No staking allowed 3) No options trading 4) No in-kind creation/redemption 5) Very limited access to major wirehouses (plus Vanguard) Not bad" @NateGeraci on X 2024-12-06 01:55:31 UTC 64.9K followers, 27K engagements
"12 straight days of inflows into spot btc ETFs $6.1bil new $$$. Inflows since inception last yr = $55bil Absolutely ridiculous" @NateGeraci on X 2025-07-19 02:14:01 UTC 64.9K followers, 50.8K engagements
"The nearly $75bil iShares Bitcoin ETF has only one month of outflows since Jan 2024 launch Now generates more fee revenue for BlackRock than its largest ETF the iShares S&P XXX ETF. Simply a machine. I offer a few thoughts here. via @isabelletanlee" @NateGeraci on X 2025-07-03 00:32:13 UTC 64.9K followers, 17.6K engagements
"Leading the way is the iShares Ethereum ETF (ETHA) which has already surpassed $10bil in assets making it the third-fastest ETF ever to reach that milestone The only ETFs to get there faster Both were spot bitcoin ETFs. (chart via @EricBalchunas)" @NateGeraci on X 2025-07-26 21:55:50 UTC 64.9K followers, 1559 engagements
"S&P XXX valuation metrics via Charles Schwab. Market just keeps powering ahead" @NateGeraci on X 2025-07-13 21:57:41 UTC 64.9K followers, 4445 engagements
"iShares Ethereum ETF is #2 out of all 4300+ ETFs in inflows over past week. Right behind Vanguard S&P XXX ETF. iShares Bitcoin ETF is #5" @NateGeraci on X 2025-07-25 15:16:10 UTC 64.9K followers, 94.8K engagements
"Last 24hrs -Record spot eth ETF inflows -House passes landmark stablecoin & digital asset market structure bills -President prepping executive order to allow crypto in retirement plans -XRP hits new high Crypto Week is right" @NateGeraci on X 2025-07-17 22:54:59 UTC 64.9K followers, 8715 engagements
"iShares Bitcoin ETF leads all 4300+ ETFs in inflows over past week. iShares Ethereum ETF is #5" @NateGeraci on X 2025-07-18 16:10:57 UTC 64.9K followers, 40.3K engagements
"What would be reasonable valuation for ARK US ETF biz Current AUM = $46bil w/ implied annual revenue = $350mil" @NateGeraci on X 2021-09-06 00:35:11 UTC 64.9K followers, XX engagements
"Coinbase compliance delisting another token" @NateGeraci on X 2025-07-25 00:47:19 UTC 64.9K followers, 4403 engagements
"Another $400+mil into spot btc ETFs $3.1bil over past X trading days. X day inflow streak w/ nearly $4.5bil. This is institutional $$$ showing up" @NateGeraci on X 2025-07-16 02:03:52 UTC 64.9K followers, 13.4K engagements
"This might be my favorite mainstream financial media headline ever Im serious. Nobody. Knows. Anything" @NateGeraci on X 2025-07-23 01:27:42 UTC 64.9K followers, 64.7K engagements
"Two theories from @JSeyff on why SEC holding up Grayscale & Bitwise crypto index ETFs. I lean towards the latter theory. Both of these were approved by SEC Division of Trading & Markets and then immediately stayed. Doesn't make sense. via @isabelletanlee @nicola_m_white" @NateGeraci on X 2025-07-23 19:23:14 UTC 64.9K followers, 29.3K engagements
"Btw @kgreifeld notes Invesco is seeking to convert QQQ from a unit investment trust to an open-ended fund so they can start enjoying some of that massive revenue. They have basically been running this fund which is the greatest ever as a charity" @NateGeraci on X 2025-07-17 23:13:18 UTC 64.9K followers, 8611 engagements
"My conversation w/ @Sonnenshein. We discuss: -@Securitize & real-world asset tokenization -BlackRock BUIDL Fund -Apollo Diversified Credit Fund -Tokenized ETFs -Which chains stand to benefit via @CryptoPrimePod" @NateGeraci on X 2025-07-21 18:46:56 UTC 64.9K followers, 8883 engagements
"SEC weighing innovation exemption from regulations to incentivize tokenization. SEC Chair Paul Atkins: "Assets clearly are moving on chain. If it can be tokenized it will be tokenized." SEC Chair Read that again. Hope you're paying attention. via @yashroy87 @ElleBeyoud" @NateGeraci on X 2025-07-18 01:00:39 UTC 64.9K followers, 43.3K engagements
"Latest ETF Pulse is out. @KristinReports & I cover: -Arctic Circle ETF filing (I'm serious) -QQQ attempting to convert structure -Record spot eth ETF inflows -Crypto index ETFs via @etfcom" @NateGeraci on X 2025-07-24 16:05:34 UTC 64.9K followers, 2709 engagements
"Has anyone ever had more conviction in a single asset than saylor has w/ btc Who in history has put on a higher conviction trade" @NateGeraci on X 2025-07-28 03:54:57 UTC 64.9K followers, 23.6K engagements
"Thought maybe a small silver lining to unprecedented market was that we could finally put some passive/ETF myths to bed. Instead still seeing a lot of narrative-fitting out there. W/ caveat that ALL investing involves active decisions a quick thread" @NateGeraci on X 2020-03-22 15:55:53 UTC 64.9K followers, XX engagements
"iShares Ethereum ETF becomes 3rd fastest ETF to hit $10bil in assets X fastest ETFs to $10bil now all spot crypto ETFs. Were talking about an ETF industry thats been around for over X decades & has nearly 4400 products. What a chart" @NateGeraci on X 2025-07-24 12:42:21 UTC 64.9K followers, 58.6K engagements
"ETFs legally have to put the assets in w/ custodian. So all the shares of the ETF are connected to actual btc; it's a one-for-one ratio theres no paper. -@EricBalchunas Invest directly in an asset if you wish but saying beware of paper re: ETFs is simply fear-mongering" @NateGeraci on X 2025-07-26 00:44:39 UTC 64.9K followers, 48.2K engagements
"Another $260mil into spot eth ETFs. Nearly $1.1bil over past four trading days. Easily best streak since launch last July" @NateGeraci on X 2025-07-15 01:52:59 UTC 64.9K followers, 177.1K engagements