RE: [투자의 단상/251015] 암호화폐 ETF 투자백서 A to Z#13
@seraphim502, this is a fascinating dive into the world of crypto ETFs! I'm really impressed with how you've broken down the complexities of coin whale ETFs and altcoin ETFs. Highlighting the Grayscale Bitcoin Adopters ETF (BCOR.US) and REX Bitcoin Corporate Treasury Convertible Bond ETF (BMAX.US) is particularly insightful.
The point about Tesla being included in a coin whale ETF is a real eye-opener and shows the blurring lines between traditional finance and the digital asset space. And the discussion around the new SEC chair and potential altcoin ETF listings is very timely. I am particularly interested in hearing more about the Layer1 chain development (ETH, SOL, etc.) and their impact on the ETF's.
Your analysis of the 0% interest convertible bonds and the potential for Bitcoin upside is excellent. This post offers great insight! I am looking forward to your review tomorrow. What altcoins are you most excited about potentially seeing as ETFs?