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SEC crypto ETFs ruling brings structural fix, not retail shakeup: Analysts

2025-07-31 19:27:11

Main Idea

The SEC's approval of in-kind creations and redemptions for crypto ETFs is seen as a structural improvement rather than a retail breakthrough, enhancing efficiency and integration with traditional financial systems.

Key Points

1. The SEC's decision allows crypto ETFs to use in-kind creations and redemptions, making them more efficient and cost-effective for investors.

2. Bloomberg’s Eric Balchunas described the change as a 'plumbing fix,' noting it doesn’t enable retail investors to exchange ETF shares for actual bitcoin but shows the SEC's acceptance of crypto as legitimate.

3. Bitwise Asset Management became the first US crypto fund to implement in-kind creations and redemptions following the SEC’s ruling.

4. The move aligns crypto ETFs more closely with traditional exchange-traded products, improving operational efficiency and integration with the traditional financial system.

5. US Bitcoin ETFs now hold over 6% of the total Bitcoin supply, with BlackRock’s iShares Bitcoin Trust leading with 740,601 BTC.

Description

Bitwise is the first to act on the SEC’s rule change, though analysts say it’s a backend fix, not a retail breakthrough.

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