BLW @BLWONX Twitter profile

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BLW

@BLWONX

1 month

outflows are finite, inflows are not doubters will doubt but time will tell

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BLW

@BLWONX

2 months

as the allocation shift begins, the market will begin to realize that the estimates provided by the experts will be underestimated by a significant margin, but this gives those that understand a clear opportunity the real move begins post effective date, which again will be

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BLW

@BLWONX

1 month

a decent start considering less than 24 hours between notice of effectiveness and launch commitment targets generally set for one month intervals, but always good to hustle and get ahead of your targets in the first week we will see how long before expert estimates will need to

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BLW

@BLWONX

1 month

day 1 of a launch is expected to be volatile, the true colors will be expressed within a week and setting the tone for the first month

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BLW

@BLWONX

2 months

titles can be misleading and sometimes its hard to distinguish those that are merely guessing from those that actually know those that choose to wait for actual flow data might be shocked when they see what happens when unexpected demand is coupled with an illiquid asset

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BLW

@BLWONX

22 days

traders should understand that there is nothing better to create narratives and demand than price appreciation and while crypto natives have longed for institutional adoption, their reaction as tradfi inflows come is to sell what they misunderstand is that instead of playing

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BLW

@BLWONX

1 month

upon effectiveness of the registration statement, investors will begin to receive prospectus materials which starts the full marketing cycle given the overwhelming success of btc etfs, eth commitment targets will be raised and there is no reason these targets are not met

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BLW

@BLWONX

2 months

there are some new investors that will have more interest in eth despite what experts may think although this will be a more gradual flow over the next few months, whether its this or immediate reallocation, either amount on its own will prove to surprise expert estimates

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BLW

@BLWONX

23 days

amidst the overall market drawdown this week, there are two camps of digital asset investors - those that saw opportunistic discounts and those that never believed, further affirming their beliefs market conditions are not always favorable but tradfi investors think on

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BLW

@BLWONX

2 months

nvidia's path to the top was not hard to see for those knowledgeable within the chip industry and the moat they had created, yet many fund managers missed its rise and will continue to miss sometimes what is obvious to some may not be to others, but things that have potential

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BLW

@BLWONX

1 month

now that the fees have been disclosed, the marketing wars begin the dual structure of grayscale will assist with outflows but ultimately this will be irrelevant with the inflows that we are about to witness

BLW

@BLWONX

2 months

when you have issuers that are more experienced and reputable, regardless of competitive fee structures, investors are expected to jump ship there is little reason to believe higher fee etfs will change this time around in an effort to maintain aum that will leave regardless,

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BLW

@BLWONX

1 month

if delivered, trumps plans for bitcoin and crypto are a positive and necessary step for the US although its unlikely china will unban crypto anytime soon, beijing has already taken a softer stance by permitting crypto etfs in hk, cex usage within the mainland, direct purchase of

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BLW

@BLWONX

3 months

as the market begins to understand the launch is in fact imminent, expect the public marketing cycle to begin and participants to continue fully allocating the experts will now likely focus on comparing interest in eth vs btc but fail to realize that this is a short sighted

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BLW

@BLWONX

17 days

q2 deadline for 13d/g/f will shed some light on the interest of digital asset etfs btc will likely show continued growth in interest and eth will answer the calls from critics for lack of demand when family offices, institutional funds and even pensions start disclosing their

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BLW

@BLWONX

3 months

the market and experts were wrong about eth etf approval, this was not a last minute decision for those that could read the tea leaves the market continues to be wrong about the magnitude of an eth etf as shown by its current mispricing, but let that be an opportunity for those

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BLW

@BLWONX

1 month

@asxn_r @Evan_ss6 @EricBalchunas @JSeyff @chiefingza @BigDickBull619 1. reallocation will occur based on market cap weighting 2. grayscale dual transfer structure will mute outflows but those that will leave, will leave regardless of discount 3. global comps are a reference point but ultimately not useful, local products attract local currency

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BLW

@BLWONX

1 month

the launch of eth etf gives new talking points to prospective digital asset investors, which benefits both of the only two options currently available given the continued strong demand for btc, the reallocation will not be evident by simply looking at flow data, but this and new

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BLW

@BLWONX

2 months

staking will come, just not in the form or provider you may be familiar with one thing that needs to be understood is the big players play the long game not to want a piece of the pie, but the whole thing

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BLW

@BLWONX

2 months

if you consider the aum for existing btc etfs and use a ratio similar to the market cap of btc to eth, you would understand how significant a diversification may be keep in mind diversification of already committed capital would be immediate and not gradual

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BLW

@BLWONX

3 months

for those still thinking the etf decision was based on politics, perhaps the veto now makes you question the narrative created by the experts when the agency puts deadlines on submissions of registration statements, which is not the norm, you know there is near future target

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BLW

@BLWONX

2 months

when you have issuers that are more experienced and reputable, regardless of competitive fee structures, investors are expected to jump ship there is little reason to believe higher fee etfs will change this time around in an effort to maintain aum that will leave regardless,

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BLW

@BLWONX

15 days

understanding the hierarchy amongst digital asset etf issuers and distinguishing managers that are competitors and those that are simply tagging along will serve useful in the future ezpz 0002033807

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BLW

@BLWONX

2 months

while the impending administration change will provide new opportunities for the industry, these changes will take time unlikely any surprise approvals between now and 2q25 which would be post deadline of a 19b4 if filed today

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BLW

@BLWONX

2 months

formal commitments are not permitted until notice of effectiveness of a registration statement while the focus remains on potential outflows, little attention is still being given to the allocation shift from existing subscribers that wish to diversify between btc and eth, which

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