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 Ballardana 🍳 [@ballardana920](/creator/twitter/ballardana920) on x XXX followers
Created: 2025-07-20 11:59:55 UTC
Staked-ETF era loading…
What happens if Canary Capital's "Staked INJ ETF" clears the SEC?
❖ TradFi buys ⇨ tokens leave the market
The filing says the fund will hold INJ and delegate it to validators, distributing on-chain rewards to shareholders.
➣ Every share issued = INJ pulled from exchanges and locked in the ETF wallet.
➣ Because the tokens are staked, they're double-illiquid: untradeable and bonded for XX days.
Thought exercise: if the ETF amassed X million INJ (≈ X % of supply), circulating float would instantly drop from XX M to XX M while the staked ratio would jump from XXXX% to 61.7%.
❖ Yield gets rehypothecated
Staking currently pays ≈ XX % APR. Those rewards compound inside the fund, letting Wall Street market "crypto yield" without touching DeFi. That narrative alone can attract allocators hunting for real-world income streams.
❖ Burn auctions keep turning the screw
@Injective already deletes ~9 XXX INJ every Wednesday - ~0.47 % of supply per year.
ETF accumulation + weekly burns = supply pressured both by removal and destruction.
❖ Governance power concentrates
Staked ETF tokens still vote. Canary would instantly become a top-10 delegator, influencing everything from gas parameters to future burn mechanics. Expect institutional risk committees to start paying attention to proposal threads.
❖ Bottom line
Approval would create a tradable share class that simultaneously shrinks INJ float, compounds on-chain yield, and centralises a chunk of governance. For long-term holders, that's a triple tail-wind - scarcity, income, and legitimacy - all delivered by Wall Street's marketing budget. Buckle up.
XX engagements
**Related Topics**
[exchanges](/topic/exchanges)
[onchain](/topic/onchain)
[fund manager](/topic/fund-manager)
[inj](/topic/inj)
[Post Link](https://x.com/ballardana920/status/1946902891987337532)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Ballardana 🍳 @ballardana920 on x XXX followers
Created: 2025-07-20 11:59:55 UTC
Staked-ETF era loading… What happens if Canary Capital's "Staked INJ ETF" clears the SEC?
❖ TradFi buys ⇨ tokens leave the market The filing says the fund will hold INJ and delegate it to validators, distributing on-chain rewards to shareholders. ➣ Every share issued = INJ pulled from exchanges and locked in the ETF wallet. ➣ Because the tokens are staked, they're double-illiquid: untradeable and bonded for XX days.
Thought exercise: if the ETF amassed X million INJ (≈ X % of supply), circulating float would instantly drop from XX M to XX M while the staked ratio would jump from XXXX% to 61.7%.
❖ Yield gets rehypothecated Staking currently pays ≈ XX % APR. Those rewards compound inside the fund, letting Wall Street market "crypto yield" without touching DeFi. That narrative alone can attract allocators hunting for real-world income streams.
❖ Burn auctions keep turning the screw @Injective already deletes ~9 XXX INJ every Wednesday - ~0.47 % of supply per year. ETF accumulation + weekly burns = supply pressured both by removal and destruction.
❖ Governance power concentrates Staked ETF tokens still vote. Canary would instantly become a top-10 delegator, influencing everything from gas parameters to future burn mechanics. Expect institutional risk committees to start paying attention to proposal threads.
❖ Bottom line Approval would create a tradable share class that simultaneously shrinks INJ float, compounds on-chain yield, and centralises a chunk of governance. For long-term holders, that's a triple tail-wind - scarcity, income, and legitimacy - all delivered by Wall Street's marketing budget. Buckle up.
XX engagements
Related Topics exchanges onchain fund manager inj