According to @Matt_Hougan, crypto ETF success hinges on a passionate minority rather than broad but weak approval, meaning products with intense buyer conviction can scale AUM and liquidity faster than those with diffuse interest, source: @Matt_Hougan, X, Nov 13, 2025. For trading BTC and ETH ETFs, prioritize conviction signals such as concentrated early net inflows, sustained share creations over multiple weeks, tightening bid-ask spreads, and rising share turnover instead of relying on median sentiment, source: @Matt_Hougan, X, Nov 13, 2025. Disagreement and volatility are not failure signals, but apathy is, so flat AUM, low primary market activity, and fading volume should be treated as red flags for ETF viability and liquidity, source: @Matt_Hougan, X, Nov 13, 2025. Traders can apply this by screening new or niche ETFs for evidence of a committed cohort consistently adding shares and building liquidity leadership versus peers, source: @Matt_Hougan, X, Nov 13, 2025. Risk management should avoid ETFs showing persistent stagnation in creations and volume despite visibility, as Hougan notes ETFs die from apathy, source: @Matt_Hougan, X, Nov 13, 2025.

According to @EricBalchunas, 21Shares has filed for a 2x HYPE leveraged ETF. According to @EricBalchunas, he characterizes the product as very niche today but notes similar funds can accumulate a few billion dollars in assets within 3 to 4 years. According to @EricBalchunas, the current ETF launch cycle is a land rush comparable to past waves in thematic, currency-hedged, and smart beta strategies.

According to @EricBalchunas, issuers are rapidly launching many 3x leveraged ETFs because some new funds generate strong revenue quickly, exemplified by the 2x BMNR ETF posting about $400 million in trading volume on its eighth day, placing it in the top 2% of all ETFs. Source: @EricBalchunas. According to @EricBalchunas, the 2x BMNR ETF has already gathered roughly $270 million in assets and charges a 1.5% fee. Source: @EricBalchunas. According to @EricBalchunas, this reflects buyers who are hungry and fee insensitive, creating a powerful profit dynamic for issuers. Source: @EricBalchunas. According to @EricBalchunas, based on the reported $270 million AUM and 1.5% fee, implied annualized fee revenue would be approximately $4.05 million, underscoring why leveraged ETF launches are accelerating. Source: @EricBalchunas.

According to @cas_abbe, the Strategic Ethereum Reserve (SER) has seen rapid growth, with assets under management (AUM) jumping from under $3 billion to over $10 billion in just six weeks. SER now holds 2.45% of the total Ethereum (ETH) supply, outpacing the growth rate of similar Bitcoin reserves. This significant accumulation may impact ETH liquidity and could be a bullish indicator for traders monitoring Ethereum's supply dynamics and potential price movements. Source: @cas_abbe.

According to Compounding Quality (@QCompounding), KKR ($KKR) has achieved an impressive 18% compound annual growth rate in assets under management (AUM) since 2010, highlighting its position as a leading private equity firm. This consistent growth underlines KKR's increasing influence in global investment trends. For crypto traders, KKR’s robust capital inflows and expanding institutional presence may signal continued traditional finance confidence, potentially impacting liquidity and risk appetite in the broader digital asset market as institutional capital flows into diversified alternatives. (Source: @QCompounding on Twitter, June 21, 2025)

According to @trillionspod, European Defense ETFs have rapidly grown from near obscurity to $11 billion in assets under management in 2024, equivalent to $60 billion in the US market. This explosive growth was discussed on the latest Trillions episode, highlighting how a few early entrants captured most inflows, while new competitors are now entering the space (source: Trillions podcast with @ETFhearsay). For crypto traders, this trend signals a shift in investor appetite toward defense and security sectors, potentially impacting capital allocation and risk sentiment in global markets. Monitoring ETF flows can help anticipate volatility and sector rotation that may spill over into crypto trading volumes.

According to Milk Road (@MilkRoadDaily), the Spot Bitcoin ETF has witnessed a significant vertical rise in its Assets Under Management (AUM), contrasting with the slow growth of Gold ETF. This indicates a market preference shift towards Bitcoin over traditional gold investments.

According to Miles Deutscher, Blackrock has experienced a significant 15x increase in its total crypto assets under management over the past year. This growth indicates a strong institutional adoption and confidence in cryptocurrency markets, suggesting potential bullish trends. Traders should consider the implications of such large-scale investments on market dynamics and liquidity. Source: Miles Deutscher.