Bloomberg analyst covering ETFs, crypto and asset management. Breaking down filings, flows and market structure. Views my own. Likes, RT's& Follows≠endorsements
United States
Joined March 2012
- Tweets27.4K
- Following5.1K
- Followers184K
- Likes184K
Pinned Tweet
We wrote a book! It’s coming out soon and it’s ready for pre-order wherever you buy your books (aka Amazon) a.co/d/089ZGOtK
Excited to announce that @JSeyff and I have a new book coming out this fall called "Both Sides of the Coin" which is available for pre-order now. We thought it was time for a fresh look at bitcoin/crypto post-ETF and sought to write a fair and balanced book for everyday TradFi investors as well as crypto natives that tracks the risks, rewards, evolution and financialization of the asset class as well as the growing debasement/debt problem. We took great pains to cover as much as ground as poss in this 370-page book, no stone was left unturned. Here's a look at the chapters:
1. Bitcoin in a Nutshell (much more of an engineering feat than most ppl think)
2. The Currency Debasement Problem (inflation, debt etc is crucial for anyone hoping to understand the ‘purpose’ of btc as well as the rise of socialist politicians)
3. Store of Value Smackdown (btc vs gold)
4. Bitcoin in a Portfolio (hot sauce, for now)
5. The Filing Heard 'Round the World (the untold inside story of how Blk/Larry Fink evolved enough to file for ETF)
6. The ETF Solution (ETFs have solved for good bitcoin’s ‘intermediary problem’ eg FTX, Coldcard etc)
7. Suitcoiners (wall street/govt adoption, which OGs should embrace not dump on)
8. Alt Coins (top 12-ish cryptos explained in detail as well as how to evaluate them)
9. A Tokenized Future (the blockchain-ization of wall st and beyond)
Imagine being so deluded by your prior beliefs that you refuse to admit you may have been wrong on A LOT of your prior claims when the information is smack in front of your face via public SEC filings.
“Is this just a big circle jerk?” Jon welcomes Ed Zitron (@edzitron), host of the podcast Better Offline, to make sense of the financial house of cards propping up AI and big tech. New pod out now!
Was great to sit down with Chase last week and talk all things Bitcoin ETFs. Got in the weeds on some things after he asked some hyper specific but relevant questions. Thanks for having me on Chase!
Is Wall Street is better at HODLing than you?
James Seyffart (@JSeyff) of Bloomberg Intelligence (@BBGIntelligence) joins me on RE for a candid conversation about:
🔸 Do ETF investors have diamond hands?
🔸 Wall Street's Bitcoin price expectations
🔸 The threat of government seizure
🔸 Bitcoin's ultimate Trojan horse
A fascinating look behind the scenes at Bitcoin's biggest capital allocators and what the money flows reveal.
🎥 Watch on YouTube: youtu.be/vfXDo326ZZY
NEW: Here's an updated look at Bitcoin's price compared to the average cost basis for US ETF Holders. We estimate the cost bases to be just under $82,000. Bitcoin has been dancing around that level since the end of August.
The US ETFs still hold about ~1.3 million Bitcoin combined. Here's a view of what that looks like over time. All of these charts and about 15 more are available in our Bitcoin ETF Chart Pack for clients here:
blinks.bloomberg.com/news/st…
James Seyffart retweeted
Got my copy of @EricBalchunas and @JSeyff new book! Excited to read and it will have a spot in the podcast studio bookshelf.
James Seyffart retweeted
My belief is that everyone should live, save, and invest as if they’ll never see a Social Security check. You can’t control Congress but you can control your savings rate and what you do with it. Worst case: you were overprepared. Best case: it’s extra money you didn’t plan on.
The Social Security Trust Fund is projected to run out of money by 2032. But that doesn't mean you won't get paid.
My latest on whether you can count on Social Security in retirement: ofdollarsanddata.com/can-you…
James Seyffart retweeted
Happy birthday @EricBalchunas and thanks for celebrating with us in HK! It’s rare to get to do an ETF event and celebrate your bday with the gift being Two Side Of The Coin! @JackiWang17 @JSeyff
This is the correct take. Took two flights in the last week with @Starlink. It's absolutely elite. I'd genuinely take an economy class ticket with Starlink (window or aisle) over a first or business class ticket without it. Particularly considering the cost difference.
United Airlines CEO in new interview on Delta Airlines choosing not to adopt @Starlink:
"It's a mistake. I think (Starlink) is the biggest competitive advantage of all time. We are going to have a few years of being the only airline that has it at scale."
James Seyffart retweeted
Is Wall Street is better at HODLing than you?
James Seyffart (@JSeyff) of Bloomberg Intelligence (@BBGIntelligence) joins me on RE for a candid conversation about:
🔸 Do ETF investors have diamond hands?
🔸 Wall Street's Bitcoin price expectations
🔸 The threat of government seizure
🔸 Bitcoin's ultimate Trojan horse
A fascinating look behind the scenes at Bitcoin's biggest capital allocators and what the money flows reveal.
🎥 Watch on YouTube: youtu.be/vfXDo326ZZY
James Seyffart retweeted
“Bitcoin isn’t scarce because crypto has infinite supply.”
@JSeyff responds to his @business colleague and former boss @mikemcglone11’s controversial take on bitcoin scarcity.
Watch on YouTube: youtu.be/vfXDo326ZZY?si=uYuv…
James Seyffart retweeted
A fantastic edition of Hard Money 🔥 An excellent group of companies spanning producers, royalties, explorers and developers ⛏️
$KGC $OR $CERT.V $MSA.TO $NRC.V $CAMB.V $WPG.V $VAU.V $VIPR.V $SUYO.V
Great insights from @JSeyff @WestPointGoldUS @cambgold @goldfinder12 @CerradoGold @mineros_sa @kinrossgold @ORroyalties @JCTworek @SilverViperCorp @VivaGoldCorp @Nations_Royalty
Grizzle Hard Money Conference - Fall 2026 ⛏️ Gold, Silver & Bitcoin
Producers & Royalties:
$KGC $OR $CERT.V $MSA.TO $NRC.V
Explorers & Developers:
$CAMB.V $WPG.V $VAU.V $VIPR.V $SUYO.V
Agenda:
0:00 Intro
1:39 David Shaver @kinrossgold $KGC
25:49 Heather Taylor @ORroyalties $OR
38:21 Mark Brennan @CerradoGold $CERT.V
59:51 Daniel Henao @Mineros_sa $MSA.TO
1:14:04 Derek Pattenden @Nations_Royalty $NRC.V
1:31:12 James Seyffart, Bloomberg Intelligence @JSeyff
1:59:26 Rob Mcleod @cambgold $CAMB.V
2:16:48 Derek Macpherson @WestPointGoldUS $WPG.V
2:28:57 James Tworek, Suyo Mining $SUYO.V
2:45:43 Jim Hesketh @VivaGoldCorp $VAU.V
2:57:35 Steve Cope @SilverViperCorp $VIPR.V
#gold #silver #bitcoin
Proof of bbq
We had the best bbq I’ve probably ever had in my life in bentonville at @wrightsbarbecue
James Seyffart retweeted
This man is incredible.
First, Kaylub Giamanco ran into his daughters’ school and killed a school shooter by himself.
Then he goes on TV to praise the unarmed teacher who put her life on the line to wrestle the shooter for his gun.
Both of them heroes.
