James Seyffart (@jseryff) 's Twitter Profile
James Seyffart

@jseryff

CFA. CAIA. ETFs. Cryptos. Asset Management.
@Bloomberg
.
@bbgintelligence
. Runner. Opinions my own. Likes, RT's & Follows≠endorsements

ID: 1886442249086713856

calendar_today03-02-2025 15:51:06

126 Tweet

60 Followers

3,3K Following

Tim Kotzman (@timkotzman) 's Twitter Profile Photo

Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest host is Tad Smith. Tad is an American business executive known for his leadership in the media, arts, and entertainment industries. He served as CEO of Sotheby's from 2015 - 2019,

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

ETF investors doing what they do: buying the dip everyone is so afraid of as +$13B(!) went into ETFs yesterday with Trading Crowd faves $SPY and $QQQ leading. So far they nailed it as stocks up pre-market. Nvidia will be huge tho. Aside, $188b YTD is wild, on pace for $1.3T

ETF investors doing what they do: buying the dip everyone is so afraid of as +$13B(!) went into ETFs yesterday with Trading Crowd faves $SPY and $QQQ leading. So far they nailed it as stocks up pre-market. Nvidia will be huge tho. Aside, $188b YTD is wild, on pace for $1.3T
Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

BOOM: looks like SPDR Apollo IG Public & Private Credit ETF has been made effective and preparing to launch. Private credit can be up to 10-35% of the ETF. 70bp fee. This is potential game changing launch esp w Apollo involved, h/t Brian Moriarty for catching the filing update.

BOOM: looks like SPDR Apollo IG Public &amp; Private Credit ETF has been made effective and preparing to launch. Private credit can be up to 10-35% of the ETF. 70bp fee. This is potential game changing launch esp w Apollo involved, h/t <a href="/bpmoriarty/">Brian Moriarty</a> for catching the filing update.
Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

I agree, $PRIV represents a “seismic shift” in ETFs in that it found a solution (using Apollo) to allow a fund to go beyond the 15% illiquid holdings limit. Whether this ETF is a hit or not it opens up a whole new world. Nice write up from Brian Moriarty morningstar.com/bonds/groundbr…

I agree, $PRIV represents a “seismic shift” in ETFs in that it found a solution (using Apollo) to allow a fund to go beyond the 15% illiquid holdings limit. Whether this ETF is a hit or not it opens up a whole new world. Nice write up from <a href="/bpmoriarty/">Brian Moriarty</a> morningstar.com/bonds/groundbr…
Eleanor Terrett (@eleanorterrett) 's Twitter Profile Photo

The U.S. Securities and Exchange Commission commission has a closed meeting today at 2PM EST where agenda items include “resolution of litigation claims and other matters relating to examinations and enforcement proceedings.” Could be that commissioners are gearing up to vote to finalize the dismissals of

James Seyffart (@jseyff) 's Twitter Profile Photo

To be clear, i just needed to restart/refresh everything and its working like a charm again. But the timing is/was rather comical lol

To be clear, i just needed to restart/refresh everything and its working like a charm again. But the timing is/was rather comical lol
Scott Johnsson (@sgjohnsson) 's Twitter Profile Photo

Reading Hester Peirce's older writings then re-reading her request for comments to the Crypto Task Force. Not sure there's another person on the planet a better fit for the job. If she has her way, US cap markets will have a Renaissance.

James Seyffart (@jseyff) 's Twitter Profile Photo

SEC is working overtime with all of their moves over the last few weeks. Genuinely impressive. Really did not expect things to be moving this fast or unwinding this fast.

James Seyffart (@jseyff) 's Twitter Profile Photo

Also. This was pretty much the stance of the prior admin. So this isn't a 180. They didn't really touch or do anything for or against memecoins. but they also refused to issue this type of explicit guidance which i think is the correct way to handle this stuff

Eric Balchunas (@ericbalchunas) 's Twitter Profile Photo

BlackRock just filed for a Securitized Income Active ETF which will hold a bunch of dif acronyms including ABS, MBS, CMO, CLO and TBA. Fidelity has similar ETF and it has $2.1b in aum, amazing how fast these things grow

BlackRock just filed for a Securitized Income Active ETF which will hold a bunch of dif acronyms including ABS, MBS, CMO, CLO and TBA.  
Fidelity has similar ETF and it has $2.1b in aum, amazing how fast these things grow
Austin Campbell (@campbelljaustin) 's Twitter Profile Photo

Just think of how insane this argument would be if we change the subjects of the action: "Because some journalists have bank accounts, the Trump admin did not target journalistic outfits for debanking." Or more deranged: "Because some black people have bank accounts, redlining