Mike Akins (ETF Action)

BIG NEWS! 🚀 We are incredibly excited to launch the new ETF Action content site! If you're serious about navigating the markets through the lens of ETFs, this is your new go-to resource. We've built a data-driven engine to deliver unparalleled insights. (Thread 👇) #ETFs #Investing #Finance

@NateGeraci See you in Vegas!

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

@biancoresearch Curious to understand the certainty of your take?

Let me offer discussion points on why they decided to bomb Kharg Island. The administration and military planners likely concluded that it would take weeks, if not months, to secure the Strait of Hormuz. During that time, oil prices could rise to levels that would suffocate the global economy. This was unacceptable. They are desperate for immediate action. So, they needed a bold, decisive move to force Iran to relent quickly. Trump was clear. They bombed Iranian military structures on Kharg but left the oil infrastructure unharmed (assuming this is accurate). Recognizing that this could freak out oil markets, they announced it on Friday evening to give markets 48 hours to digest the news. Trump also made it explicit that oil infrastructure would be next if Iran did not allow ships to pass freely through the Strait of Hormuz. In football terms, they're throwing a Hail Mary pass now, hoping it works. They don't have any more time on the clock. Oil markets and the world economy cannot wait weeks or months for the military to open the Strait. Further, I could envision political advisors suggesting that if oil prices are destined to hit $200 without this action, it might as well happen next week, giving six months to bring them down before the midterm elections. As I've argued in many other posts, Trump cannot simply declare victory and pull out (TACO). That would be worse. It would leave Iran in control of the world's economic jugular, allowing it to punish everyone by permanently holding oil at $200. So, they must force Iran to relent. Again, these are just the thoughts running through my head as I try to explain to myself why they took this step.

Buffer ETFs require a wee bit more analysis before picking which (if any) strategy is right for you.

@NateGeraci Sorry, I mean $ETHB. Hard to keep up at this point.

@NateGeraci Easy now. Maybe look no further than the fact they make 25bps on $ETHA and 3bps on $IVV.

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.

@EricBalchunas Other than all the Vanguard investors who YOLO’d into Bitcoin when they finally approved it all-time-highs (jk).

Given how hard it is to market time successfully long term and the impact of costs and how SPX keeps hurdling walls of worries like Edwin Moses, we can prob say NO ONE has outperformed Vgrd investors. They won. They are the Smart Money and it's time to stop pretending otherwise.

🤪 Over $16B traded hands across futures based energy ETFs today. That's 10x 30 day ADV but more impressive: it's 5x the total AUM of the 11 ETFs in this category! $USO $BNO $DBO Crude Contingency: Speculative Volume Explodes in Oil Futures ETFs etfaction.com/?p=13181

🔥Top Value Investing ETF? See $IUSV vs. $AVLV vs. $VTV Mike Akins @etfAction gives analysis on #ETFBattles (See full episode here: youtube.com/watch?v=KTc7op…) #valueinvesting #valuestocks #etf

@Todd_Sohn @exchangeETF

@etfAction @exchangeETF

Come hang with your guy if you’ll be at @exchangeETF

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@Todd_Sohn You know me better than that!

@etfAction Don’t forget KDEF

Figured today was a good day to look under the hood of the ever-growing defense ETF category. $ITA $PPA $SHLD $XAR $MISL Inside the Defense ETF Boom: Visualizing Holdings, Overlap, and Valuations etfaction.com/?p=12671

No better way to stay on top of all things ETFs…

Crazy the amount of money in action across U.S. Size & Style ETFs each week. Value strategies increased their flows lead over growth last week and Vanguard is just an inflow machine... Investors Dump Large Cap Growth, Pivot to Value in Volatile Week etfaction.com/?p=12503

International rotation keeps gaining steam and has now seen $76B in YTD inflows (outpacing U.S. flows by $16B). Global Ex-U.S. ETFs Rake in $14 Billion as Emerging Markets Lead the Charge etfaction.com/?p=12507

South Korea ETFs have been flying close to the sun for the better part of a year now: $EWY $FLKR $MKOR South Korea ETFs Surge to the Top in This Week's Region & Country Recap etfaction.com/?p=12511

Tough week for regional bank ETFs: $IAT $KRE $KBE Defensive Plays Win the Week: Utilities and Staples Top Sector Performance etfaction.com/?p=12509

$340B in thematic equity ETFs with Global X leading all issuers with 20% market share. etfaction.com/?p=12515

You’re barking up the wrong tree here. Matt and I may not share the same views on crypto but I can tell you 1) he operates way above the board, 2) it’s literally against the law for ETF Issuers to pay market makers and APs (though there’s reason to argue it would be better for shareholders if they could), and 3) Jane Street may be the largest market maker but they’re not the only (Bitwise’s and everyone else’s ETFs would function just fine without them). Maybe do a little more research before you levy these types of allegations in the future.

Bitwise pays Jane Street to keep its Bitcoin ETF running, and this week at least two Bitwise insiders went on the record defending Jane Street without disclosing that relationship. Matt Hougan is Bitwise’s Chief Investment Officer. Jeff Park is Head of Alpha Strategies at Bitwise and CIO at ProCap. Both spent this week publicly dismissing allegations about Jane Street’s trading behavior. Hougan called it a conspiracy theory, lumping it in with past accusations against Binance and Wintermute. Park framed it as a misunderstanding of ETF mechanics, arguing no single firm could suppress Bitcoin’s price. What neither of them told you is that Jane Street Capital, LLC is a registered Authorized Participant for Bitwise’s BITB Bitcoin ETF. That’s in the prospectus. Jane Street creates and redeems BITB shares. It provides the liquidity infrastructure that makes the product functional. If Jane Street’s AP relationship with BITB were questioned, investigated, or suspended, it would directly impact the fund that generates Bitwise’s management fees. Some reporters did identify Park as a Bitwise adviser in their coverage but not one article connected the obvious next dot: that the firm Park and Hougan were defending is a contractual counterparty to their own fund. That’s the disclosure that mattered, and it never appeared. These guys aren’t neutral market structure experts offering disinterested analysis like they’re pretending , they’re execs at a company whose Bitcoin ETF depends on Jane Street to operate. Every public statement they made this week defending Jane Street’s trading activity was also a defense of their own fund’s infrastructure, their own revenue, and their own product. The 83-page federal complaint filed against Jane Street in the Southern District of New York alleges insider trading, securities fraud, market manipulation, and unjust enrichment. Whether the 10am pattern is real or not (the data clearly proves it is) is a separate question. But when the people telling you it’s fake are the same people whose ETF runs on the accused firm’s plumbing, you should know that before you take their word for it.