Nate Geraci

Behold, my 2026 ETF predictions… 1) Uptick in ETF Issuer M&A 2) Smart Beta ETFs Make Comeback 3) Crypto Index ETFs Boom 4) Int'l Equity ETFs Smash Record Inflows 5) The Year of Fixed Income ETFs theetfeducator.com/2026/01/07/5-e…

Just another day talking to a room of hundreds of financial advisors about digital assets... Grayscale SVP of ETF Capital Markets, Krista Lynch, spoke with @NateGeraci at @exchangeETF about portfolio allocation and how clients are looking at crypto assets beyond Bitcoin.

Tokenization will be as disruptive to asset management as ETFs were to mutual funds… Will basically be adapt or die a slow death.

Think about who’s building a tokenized securities future… World’s most important regulator in SEC. Largest stock exchanges in NYSE & Nasdaq. Most critical securities clearing infrastructure in DTCC. Largest asset managers incl BlackRock & Fidelity. See what’s going on here?

SEC *approves* Nasdaq’s proposal to enable trading of certain stocks & ETFs in tokenized form… World’s second-largest exchange. It’s happening.

“For far too long, American builders, innovators, & entrepreneurs have awaited clear guidance on the status of crypto assets under federal securities & commodity laws"... Regulators should provide clarity. Not regulate unclear laws by enforcment. This is how it's done.

SEC just issued critical guidance on how various crypto assets will be classified… Not waiting on CLARITY Act. “Most crypto assets are not themselves securities.” This type of pro-crypto innovation stance from SEC would have been *unthinkable* 2yrs ago.

This week’s ETF buzz… theetfeducator.com/2026/03/15/etf…

Markets are navigating geopolitical shocks, stretched U.S. valuations, and intense enthusiasm around AI. But how much of that reflects underlying fundamentals, and how much is market overreaction? On this week’s @ETFPrime, host @NateGeraci speaks with Rob D. Arnott, founder and chairman of @RA_Insights and the creator of fundamental indexing, about how investors should think through those forces. Arnott discusses the case for international equities, the strategy behind $RAUS, the RACWI US ETF, and why market-cap weighting can introduce hidden inefficiencies. 🎧 Tune in now: etftrends.com/etf-prime/arno… #ETFPrime #Investing #ETF #ETFs #FinancialEducation

Large engagement bait accounts basically copying & pasting viral tweets…

First thing you see when hitting homepage of *world’s largest* ETF issuer… Ether. iShares offers nearly 500 US-listed ETFs covering virtually every asset class. And they’re leading w/ eth right now. Makes you think.

*Nasdaq*, world’s 2nd largest stock exchange, is partnering w/ *Kraken* to offer tokenized stocks & ETFs… Tokens would infer same governance rights as tradfi shareholders. Expected launch in early 2027. I was told crypto is all a scam. So comical now. via @Vlajournaliste

Best investment hedge against prolonged Iran conflict?

Join me tomorrow for a conversation around gold, silver, & oil ETFs… Have an outstanding panel of experts incl @GOLDCOUNCIL’s @JCavatoni_WGC, @USCFInvestments’ @JLoveUSCF, and @AmplifyETFs’ @ChristianMagoon Register for free here: nyse.com/events/webinar… @NYSE @ETF_Institute

I love this place…

This week's ETF buzz... theetfeducator.com/2026/03/08/etf…

@refuse2lose2010 A, not the, custodian…

@NateGeraci Coinbase is the custodian for the Morgan Stanley spot BTC ETF

Just this week… *Morgan Stanley* names *BNY* as a custodian for spot btc ETF Kraken gains access to *Fed* payment system US President says *tradfi banks* need to make good deal w/ crypto industry *NYSE* owner ICE invests in crypto exchange OKX See what’s going on here?

Clarity Act would be better, but SEC apparently not waiting around for politicians to figure out how to classify crypto assets… “The agency has significant authorities to move forward on digital asset rules if it needs to do so.” via @ElleBeyoud

F/m Investments was first issuer to file w/ SEC for tokenized ETF shares… This would be for the F/m US Treasury 3 Month Bill ETF (TBIL). Here's my chat with F/m CEO Alex Morris, where we discuss why & how they're pursuing this. youtube.com/watch?v=wt6JHJ… via @CryptoPrimePod