According to @EricBalchunas, he expressed zero interest in the movie being marketed and would prefer a comedy series showing everyday life, indicating the post is purely entertainment commentary and not market-related (source: @EricBalchunas on X, Nov 18, 2025). The post contains no references to ETFs, stocks, or cryptocurrencies and provides no actionable trading information for market participants (source: @EricBalchunas on X, Nov 18, 2025). Traders should treat this as non-market content with no expected impact on crypto prices or ETF flows based on the absence of market-related details in the post (source: @EricBalchunas on X, Nov 18, 2025).

According to Eric Balchunas, Fidelity’s Solana ETF FSOL is slated to launch tomorrow with a 0.25 percent fee. Source: Eric Balchunas on X, Nov 17, 2025. Fidelity is the largest asset manager in this Solana ETF category while BlackRock is not participating. Source: Eric Balchunas on X, Nov 17, 2025. BSOL launched first and currently has about 450 million dollars in assets. Source: Eric Balchunas on X, Nov 17, 2025. VSOL launched today, and Grayscale is also in the mix. Source: Eric Balchunas on X, Nov 17, 2025.

According to @EricBalchunas, Bitcoin remains the same asset regardless of who owns it, and mainstream adoption should be seen as natural rather than “selling out,” drawing a Nirvana major-label analogy (source: @EricBalchunas on X, Nov 17, 2025). For traders, this argues for prioritizing liquidity, access, and execution over debates about ownership cohorts, since the asset’s nature is unchanged by owner base per his statement (source: @EricBalchunas on X, Nov 17, 2025). This sentiment frames broader distribution as neutral-to-positive for market depth rather than a fundamental risk factor, based on his assertion that BTC is the same asset regardless of ownership (source: @EricBalchunas on X, Nov 17, 2025).

According to Eric Balchunas, single-country emerging markets ETFs "like nothing better than hopes of more capitalism and less socialism," and the iShares MSCI Chile ETF (ECH) was up about 4% in pre-market trading at the time of his post (source: Eric Balchunas on X, Nov 17, 2025). He highlighted the pre-market move in ECH and did not mention any direct cryptocurrency impact such as BTC (source: Eric Balchunas on X, Nov 17, 2025).

According to Eric Balchunas, BTC gained 122% last year—about 5x SPY and GLD—and he says this year’s flat performance simply mean-reverts the two-year average to roughly +50% (source: Eric Balchunas on X, Nov 15, 2025). For traders, Balchunas’s framing signals compressed near-term alpha versus equities and gold, suggesting a neutral or range-focused posture in BTC relative strength monitoring (source: Eric Balchunas on X, Nov 15, 2025).

According to @EricBalchunas, his Nov 15, 2025 post on X is a personal note about morning jog views and graffiti, with no references to markets, ETFs, stocks, or cryptocurrencies; traders should not infer a trading signal from this update. Source: Eric Balchunas on X, Nov 15, 2025, tweet ID 1989691064320491797.

According to Eric Balchunas, bitcoiners must feel great following a viral smackdown by an economics professor, signaling a positive BTC community mood for traders to note, source: Eric Balchunas on X, Nov 15, 2025. Balchunas referenced an X post by user @krogoff as the viral thread and did not provide price, flow, or policy data in his post, source: Eric Balchunas on X, Nov 15, 2025. No direct trading signal or timeframe was provided in the post, source: Eric Balchunas on X, Nov 15, 2025.

According to Eric Balchunas, Harvard’s endowment made IBIT its largest position in its latest 13F and its biggest Q3 position increase, signaling rare endowment participation in an ETF that traders track for institutional demand signals; source: Eric Balchunas on X, Nov 15, 2025. According to Eric Balchunas, the IBIT stake is roughly $500 million, about 1% of Harvard’s total endowment, providing a measurable benchmark for position sizing relative to AUM; source: Eric Balchunas on X, Nov 15, 2025. According to Eric Balchunas, endowments like Harvard or Yale rarely buy ETFs, and he characterized this allocation as about as strong a validation as an ETF can get, relevant for gauging BTC ETF credibility; source: Eric Balchunas on X, Nov 15, 2025. According to Eric Balchunas, the size would rank Harvard 16th among IBIT holders, underscoring meaningful institutional positioning that traders monitor when assessing BTC ETF liquidity and ownership concentration; source: Eric Balchunas on X, Nov 15, 2025.

According to @EricBalchunas, BTC is still up 260% from the date BlackRock filed for a Bitcoin ETF, equivalent to a 73% annualized return, source: Eric Balchunas on X. The filing reference is to BlackRock’s iShares Bitcoin Trust application with the U.S. SEC, source: SEC EDGAR iShares Bitcoin Trust S-1 filing.

According to Eric Balchunas, Vanguard has attracted $326 billion in ETF inflows year-to-date in 2025, averaging about $1.5 billion per day. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, this pace positions Vanguard to break the single-year issuer flow record of $328 billion that Vanguard set in 2021, with six weeks remaining making a record break a near lock. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, this would mark Vanguard’s sixth consecutive year leading ETF issuer flows. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, VOO, Vanguard’s S&P 500 ETF, has taken in $108 billion year-to-date and is on track to break its annual inflow record. Source: Eric Balchunas on X, Nov 14, 2025. According to Eric Balchunas, the post does not reference cryptocurrencies or digital asset ETFs. Source: Eric Balchunas on X, Nov 14, 2025.

According to Eric Balchunas, the SEC published guidance that appears to let ETF issuers accelerate the effectiveness of filings to clear a backlog, which could speed up crypto ETF timelines (source: Eric Balchunas on X, Nov 14, 2025 – twitter.com/EricBalchunas/status/1989311220936065171; source: U.S. SEC guidance – sec.gov/newsroom/whats-new/division-corporation-finance-guidance-after-government-shutdown). According to Eric Balchunas, crypto ETF issuers that have not filed Form 8-A may try to launch as soon as possible under this approach (source: Eric Balchunas on X, Nov 14, 2025 – twitter.com/EricBalchunas/status/1989311220936065171). According to Eric Balchunas, Bitwise XRP (XRP) is next in the queue among crypto ETF products (source: Eric Balchunas on X, Nov 14, 2025 – twitter.com/EricBalchunas/status/1989311220936065171).

According to Eric Balchunas, US-listed ETFs recorded approximately 11 billion dollars of net inflows yesterday, with a large share into US equity funds alongside buying in treasuries and gold based on issuer flow reports, some of which are reported on a same-day T+0 basis, providing a timely gauge, source: Eric Balchunas on X, Nov 14, 2025. Balchunas also highlighted buying interest in the leveraged tech ETF TQQQ, indicating elevated risk appetite among retail-oriented traders, source: Eric Balchunas on X, Nov 14, 2025. He further noted SPY was down about 0.8 percent in premarket trading today, pointing to a softer risk tone into the open, source: Eric Balchunas on X, Nov 14, 2025. For crypto-focused traders, equity risk proxies like SPY and flows into leveraged tech ETFs are commonly tracked due to documented co-movement between crypto assets and US equities in recent years, source: International Monetary Fund, Crypto Prices Move More in Sync With Stocks, 2022.

According to @EricBalchunas, a participant won his public volume guessing game by matching the final reported trading volume to the decimal, as posted on Nov 14, 2025 (source: X post by @EricBalchunas, Nov 14, 2025). The post does not specify the instrument, venue, or the exact volume figure (source: X post by @EricBalchunas, Nov 14, 2025). The author directs readers to the linked @_CryptoArsenal post for the underlying number and instrument details, which are necessary for any trading assessment (source: link included in X post by @EricBalchunas, Nov 14, 2025). Traders should verify the specific instrument and reported volume via the linked source before making any execution or liquidity conclusions (source: link included in X post by @EricBalchunas, Nov 14, 2025).

According to @EricBalchunas, $XRPC recorded $58 million in day-one trading volume, the highest of any ETF launched in 2025, narrowly topping $BSOL at $57 million, with the third-best debut more than $20 million lower (source: Eric Balchunas on X, Nov 13, 2025).

According to @EricBalchunas, markets saw a broad cross-asset selloff with SPY -1.5%, IWM -2.9%, IBIT -3.2%, GLD -0.75%, TLT -0.74%, and SHY -0.06%, indicating weakness even in short-term Treasuries; source: @EricBalchunas on X, Nov 13, 2025. IBIT’s larger decline than SPY shows Bitcoin exposure lagged large-cap equities on the day, while small caps underperformed via IWM; source: @EricBalchunas on X, Nov 13, 2025. For crypto traders, the session demonstrated risk-off pressure hitting Bitcoin-linked instruments such as IBIT alongside equities and bonds; source: @EricBalchunas on X, Nov 13, 2025.

According to @EricBalchunas, XRPC recorded $26 million in trading volume within the first 30 minutes of launch (source: @EricBalchunas on X, Nov 13, 2025). He notes this already surpasses his $17 million forecast for the opening period (source: @EricBalchunas on X, Nov 13, 2025). He adds that XRPC has a good shot at beating BSOL’s $57 million to claim the biggest Day One of any launch this year (source: @EricBalchunas on X, Nov 13, 2025).

According to Eric Balchunas, he forecasts Day One trading volume of $17 million for XRPC and is inviting community predictions to gauge early trading interest, with the winner receiving a retweet and pride; Source: Eric Balchunas on X, Nov 13, 2025.

According to @EricBalchunas, his latest X post says his new favorite caffeinated drink is a macchiato, citing observations from recent travel in Europe and South America and a desire to keep weight off; the post contains no ETF, stock, or crypto market commentary. Source: https://twitter.com/EricBalchunas/status/1988972779866083422 For traders, this post offers no market-moving information or actionable signal, as it includes only a personal note and no references to ETFs, BTC, ETH, or macro drivers. Source: https://twitter.com/EricBalchunas/status/1988972779866083422

According to Eric Balchunas, the top 3.6% of companies have generated 100% of lifetime investor wealth while the bottom 96.4% roughly 27,000 stocks created zero net wealth, underscoring extreme winner concentration in equity returns; Source: Eric Balchunas, X, Nov 13, 2025. According to Eric Balchunas, he calls this the ultimate advertisement for either passive indexing or skilled active selection depending on one’s viewpoint, highlighting the necessity of reliably capturing outlier winners; Source: Eric Balchunas, X, Nov 13, 2025. According to Eric Balchunas, traders evaluating ETFs can lean on market cap weighted index exposure to systematically hold compounding winners or require clear, demonstrable edge from active managers before deviating, given the power law distribution of stock returns; Source: Eric Balchunas, X, Nov 13, 2025. According to Eric Balchunas, the underlying chart is credited to Gloeschi, reinforcing the empirical concentration shown; Source: Eric Balchunas, X, Nov 13, 2025.

According to @EricBalchunas, 10 stocks account for 60% of the S&P 500’s gain this year, signaling a highly concentrated advance in SPX performance, source: Eric Balchunas via X on Nov 13, 2025. He adds that these companies have executed hundreds of acquisitions and that historically a small set of standout firms drives most index returns, source: Eric Balchunas via X on Nov 13, 2025. For traders, this concentration means index-level returns and drawdowns are highly sensitive to moves in the top contributors and risk management should reflect that concentration, source: Eric Balchunas via X on Nov 13, 2025. No direct crypto-market impact was cited in the update, source: Eric Balchunas via X on Nov 13, 2025.