New Era Finance Podcast (@new_era_finance)
@new_era_finance
Weekly insights for the next era of finance. Featuring the world's leading voices in finance | Hosted by @cryptomichnl | New episode dropping every Tuesday 🎙️
70 正在关注 2.2K 粉丝
"This really does feel like a silent IPO."
James Seyffart (@JSeyff) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs.
Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying.
"Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all."
Thanks to James for joining us on @new_era_finance.
显示更多
"This really does feel like a silent IPO."
James Seyffart (@JSeyff) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs.
Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying.
"Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all."
We cover:
— Why advisors loaded up on Bitcoin while retail was selling
— The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips
— Why the Iran weekend was the real Bitcoin turning point nobody talked about
— The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest
— Six years ago people asked if Bitcoin would be banned, what changed in DC
— Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg
— The basket ETF and prediction market ETF wave coming through SEC pipeline right now
— Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up
— Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation
— The Clarity Act window and why his colleague has never put odds below 60%
Thanks to James for joining us again on @new_era_finance.
Highlights:
00:00 - Intro
02:13 - The Iran Moment Shock
02:33 - Bitwise's Best Quarter Ever
03:34 - Crypto's Inverse Adoption Curve
12:08 - Tokenization & The Stablecoin Cliff
20:00 - Gold ETFs vs Bitcoin ETFs
21:00 - Six Years Ago vs Now
24:48 - The Gold Bull Run Explained
30:15 - Basket ETFs Coming
32:50 - Clarity Act Odds
33:40 - Why ETF Inflows Hit New ATHs
36:08 - The Silent IPO Frame
显示更多
"Wall Street is quietly buying."
James Seyffart (@JSeyff) is ETF analyst at Bloomberg
Intelligence. Predicted spot Bitcoin ETF approval
timing months before consensus. Tracks every dollar
flowing through US ETF markets.
On the @new_era_finance podcast, he broke down what's really happening:
"The first quarter of 2026 was the most successful
quarter Bitwise ever had. Selling Bitcoin ETFs to wealth managers. Despite the price not doing well
at all."
"It really does feel like a silent IPO. ETFs coming online, MicroStrategy buying, retail selling."
"This is Bitcoin's Facebook moment. All the boomers
came onto Facebook. Then no one cool used it anymore.
Then it went from 1 billion to 3 billion users."
"When the US hit Iran that weekend, I was shocked
Bitcoin didn't test all-time lows. That's when I saw real strength."
"Crypto did the inverse of every other asset. It was adopted by retail first. Now institutions are taking over."
"The four-year cycle doesn't even matter at this point.
As long as people believe in it, it's a self-fulfilling cycle."
"Six years ago people asked if the US government would ban Bitcoin. No one's talking about that anymore. It's a whole different world."
"I can't be more bullish than I am on ETF structure.
We're going to see new all-time highs in inflows."
显示更多
"This really does feel like a silent IPO."
James Seyffart (@JSeyff) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs.
Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying.
"Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all."
We cover:
— Why advisors loaded up on Bitcoin while retail was selling
— The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips
— Why the Iran weekend was the real Bitcoin turning point nobody talked about
— The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest
— Six years ago people asked if Bitcoin would be banned, what changed in DC
— Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg
— The basket ETF and prediction market ETF wave coming through SEC pipeline right now
— Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up
— Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation
— The Clarity Act window and why his colleague has never put odds below 60%
Thanks to James for joining us again on @new_era_finance.
Highlights:
00:00 - Intro
02:13 - The Iran Moment Shock
02:33 - Bitwise's Best Quarter Ever
03:34 - Crypto's Inverse Adoption Curve
12:08 - Tokenization & The Stablecoin Cliff
20:00 - Gold ETFs vs Bitcoin ETFs
21:00 - Six Years Ago vs Now
24:48 - The Gold Bull Run Explained
30:15 - Basket ETFs Coming
32:50 - Clarity Act Odds
33:40 - Why ETF Inflows Hit New ATHs
36:08 - The Silent IPO Frame
显示更多
"This really does feel like a silent IPO."
James Seyffart (@JSeyff) is the ETF analyst at Bloomberg Intelligence. Spent his career inside the machine that tracks every dollar flowing through US ETFs.
Predicted the spot Bitcoin ETF approval timing months before Wall Street consensus. Now tracking what advisors are actually doing, not what they're saying.
"Q1 2026 was the most successful quarter Bitwise ever had. Selling Bitcoin ETFs to wealth advisors. Despite the price not doing well at all."
We cover:
— Why advisors loaded up on Bitcoin while retail was selling
— The "silent IPO" frame: ETFs in, MicroStrategy in, retail out, and what happens when that flips
— Why the Iran weekend was the real Bitcoin turning point nobody talked about
— The Facebook moment thesis: why ETF growth keeps compounding even as crypto-native traders lose interest
— Six years ago people asked if Bitcoin would be banned, what changed in DC
— Why gold ETFs went from $130B to $300B+ and what that means for the next BTC leg
— The basket ETF and prediction market ETF wave coming through SEC pipeline right now
— Why James can't be more bullish than he is on ETF structure and the inflow numbers backing it up
— Which wealth advisors are now writing Bitcoin into 60/40 portfolios as a structural allocation
— The Clarity Act window and why his colleague has never put odds below 60%
Thanks to James for joining us again on @new_era_finance.
Highlights:
00:00 - Intro
02:13 - The Iran Moment Shock
02:33 - Bitwise's Best Quarter Ever
03:34 - Crypto's Inverse Adoption Curve
12:08 - Tokenization & The Stablecoin Cliff
20:00 - Gold ETFs vs Bitcoin ETFs
21:00 - Six Years Ago vs Now
24:48 - The Gold Bull Run Explained
30:15 - Basket ETFs Coming
32:50 - Clarity Act Odds
33:40 - Why ETF Inflows Hit New ATHs
36:08 - The Silent IPO Frame
显示更多
