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Bloomberge ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto’s speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy!
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Follow James: https://x.com/JSeyff
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF!
https://blockworks.co/event/digital-asset-summit-nyc-2026
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Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:
https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG
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Timestamps:
(00:00) Intro
(03:25) What Happened To Crypto?
(06:18) The Basis Trade
(08:12) The Evolving ETF Landscape
(12:48) Onboarding Institutions & Tokenization
(17:47) Global Access To ETFs
(20:09) Top Holders & Sellers And AI Competition
(25:35) Ads (Coinbase)
(26:28) Levered & Covered Call ETFs
(31:00) Index Inclusions & Rebalancing
(35:00) Massive Dispersion & ETF Rotations
(41:07) Private Credit & Equity
(45:30) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#macro #investing #markets #stocks #stockmarket
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy!
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Follow Tyler: https://x.com/Tyler_Neville_
Follow Quinn: https://x.com/qthomp
Follow Felix: https://x.com/fejau_inc
Follow Forward Guidance: https://x.com/ForwardGuidance
Follow Blockworks: https://x.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF!
https://blockworks.co/event/digital-asset-summit-nyc-2026
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Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing
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Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:
https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG
Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.
Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks
Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.
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Timestamps:
(00:00) Intro
(03:29) AI Boom or Apocalypse
(11:10) NVDA Earnings & Dutch Disease
(15:30) Software's Rerating & CapEx Winners/Losers
(26:06) Are We the Horses?
(29:44) Ads (Coinbase, Arkham)
(31:25) Signs of Economic Reacceleration
(40:36) Currencies & Vol Control
(45:12) Gold, AI, Space, Hockey
(48:33) Housing Market & Homebuilders
(52:49) Boomer Roasting
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, sed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#macro #investing #markets #stocks #stockmarket
