Eric Balchunas

For real though I busted my butt over past 2yrs writing a deep yet colorful dive into the impact/story/future of Vanguard intertwined w character study of Bogle feat exclusive intvs w him and 50 other ppl incl Buffett, Micheal Lewis et al. Check it out: amazon.com/Bogle-Effect-V…

Morning jog views: a determined tree growing in between the sidewalk and a house on 17th and Pine-ish

@Roubini18 @BTCYN @NateGeraci @JSeyff Nice. Rare to see ETF bus wraps. They going for the gold

@BTCYN .@NateGeraci @EricBalchunas @JSeyff

NYC bus advertising for BlackRock’s bitcoin ETF IBIT

@Todd_Sohn That’s funnier than it should be

@EricBalchunas 2XOVR 2 Furious

T-Rex w filing for 2x versions of a bunch of future-y ETFs incl $DRAM which is only a week old. humanoids, robots and drones ETFs also in the mix.

@fintechfrank ETFs prob big reason they trade like $3-4b a day and most of that is naturals that don’t require accessing btc

BTC liquidity still hasn’t fully bounced back post Oct 10 crash. Average 1% depth dropped from ~$8M to ~$3M, now stabilizing around ~$6M. Other majors are showing the same pattern, still below pre-crash levels. Source: Kaiko

Hyperliquid sounds like the name of a rave I attended in 1994 but barely remember

Bitwise w another update to Hyperliquid ETF includes ticker $BHYP and fee 67bps. Typically that means launch soon. HYPE is up 200% in past yr so they prob trying to strike while iron hot

@sarcastic_hedgi Exactly

@EricBalchunas lol wait so we're really gonna get multi-year performance attribution on whether bitcoin rips more during nyse hours or when asia's awake? this is either gonna be the dumbest backtest ever or accidentally brilliant

Lost in all the fanfare of $MSBT launching was that The Bitcoin After Dark ETF $NGHT also launched Wed. And it was meh volume first day but big jump on Day Two. Will be fun to compare these two, Day vs Night over the months and years. Our research via @psarofagis has found night did much better, but a) if you hold MSBT you get the day + night returns anyway so it doesn't matter for long term holder of etfs b) by the time they launch an ETF based on some unusual premium it sometimes goes away.. they tried NightShares with S&P and no one cared. Prob if $NGHT crushes flows will come, if not, oblivion. $MSBT will be a hit regardless bc of distro

"Robocop in Philly" is TV gold, someone at @HBO needs to get on this

@AlecStapp Appreciate the candor not everyone can admit this

Thinking about this Bono quote again

Is anyone shocked? I'm telling you if there's one thing that is a challenge to the robot, humanoid trend it's Philly.

An all-Radiohead final is so Pitchfork, but no argument from me, both albums are masterpieces. But I think you have to go OK Computer over Kid A. It had much bigger impact at the time and more re-listenable. Game changer record.

256 ETF launched in Q1, which is 6% ahead of last year's record pace. They're also on pace to break last year's flow record by 30% and volume record by 50%(!). Still a lot of game left but man, unbelievable. So many activities. Chart via @SirYappityyapp

@TheBitcoinConf 🔥

WE'RE EXCITED TO ANNOUNCE ERIC BALCHUNAS, SENIOR ETF ANALYST AT BLOOMBERG, AS A BITCOIN 2026 SPEAKER 🚀

@dwr nice to get a straight up confession sometimes

I still think about this tweet once a week.

@loo_here Which also mind-blowing bc SNL is like 100 years old and all the Beatles albums came out 5yrs bf the show first aired.

@EricBalchunas So much genius…. Btw Paul McCartney is closing out SNL next month. New album in May.

Arguably the most underrated Beatles album.. it's got like 8-9 all-time songs on it. They put out this album, Sgt Pepper's and the White Album in a span of 18months, which is just beyond comprehension.

@LynAldenContact @RapidResponse47 🤣

@RapidResponse47 Sir, this is a Wendy’s.

@kgreifeld @JSeyff @roundhill lol I need to start a BU course for '80s and '90s pop culture

@EricBalchunas @JSeyff @roundhill these words mean nothing to me

These numbers are insane for a new indie ETF issuer launch. Congratulations @roundhill (are you guys even an indie issuer anymore?)