What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart

Bankless

Tech News, Technology, News

4.7 • 1.2K Ratings

🗓️ 25 September 2025

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

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Summary

James Seyffart from Bloomberg Intelligence joins to break down the state of crypto ETFs and their explosive growth. We cover the rise of Bitcoin and Ethereum ETFs, the debate between ETFs and DATs, and the institutional inflows reshaping the market. James explains how advisors, hedge funds, and sovereign wealth funds are participating, the regulatory hurdles around staking ETFs, and why basket products may be the next big wave. We also explore the implications of tokenized ETFs, the S&P 500’s gatekeeping of crypto companies, and what to watch for in the coming months as approvals and new products hit the market. ------ TIMESTAMPS 0:00 Intro 1:18 DATs vs ETFs 6:18 DATs Final Equilibrium 9:21 ETFs 1-Year Check-in 23:42 Crypto Indexes 30:41 ETF Approval Process 41:03 Solana ETF 44:17 BTC & ETH ETFs 56:11 What’s Driving the Price? 59:39 Crypto Companies in the S&P 1:07:17 Blackrock Tokenized ETFs? 1:13:59 Key Outcomes 1:19:14 Closing & Disclaimers ------ RESOURCES James Seyffart https://x.com/JSeyff https://www.linkedin.com/in/jamesseyffart Bloomberg Intelligence https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Transcript

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0:00.0	We're looking at literally over 100 ETFs in the crypto world coming to market in the next 6 to 12 to 18 months.
0:08.6	Wow.
0:12.4	A quick note before we get into the episode with James, sometimes on Bankless, we record episodes and then we release them at a later time.
0:18.1	And in that window of time between recording and release,
0:21.1	things can happen in the world that are relevant to the episode in question. That happened on
0:26.0	this episode. The SEC approved the generic listing standards for ETFs. And what that does is
0:31.6	it kind of changes the game for how crypto ETFs can come to be. It streamlines the process. It makes
0:37.0	it just much more open to the
0:38.2	free market rather than having to go through a rigorous step-by-step approval process with
0:43.5	significant oversight from the SEC. So we now have more free listing standards for crypto ETFs.
0:49.3	It's a good thing. James talks about this on the podcast, but none of us in the podcast actually
0:53.7	know that that actually ended up getting approved.
0:55.9	And so we are missing that context that you, the listener, has.
0:59.1	So this will make listening to the episode just a little bit more clear.
1:01.8	So let's go ahead and get right into the episode with James right now.
1:04.1	We got James safer back on the program.
1:06.1	James is probably our favorite ETF commentator.
1:09.0	No shade to his partner.
1:10.2	Oh, wow.
1:10.2	Belchuris is going to be upset.
1:12.1	He's not his partner, Belchunis.
1:13.1	No, James just comes on more podcasts.
	...

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