The @ExchangiFi team was at Basis Northwest, 1st ever taxable wealth conference hosted by @TaxAlphaInsider. Tax talk, strategy deep dives, and serious nerding out. Great to see @DaveNadig of @etfcom and so many others. Huge congrats to Brent on the success.
In this @FT Unhedged interview, I’m sometimes joking, but not really, about the less you know, the more you make. Until AI anyway... https://t.co/O4X5HmnI9k
Leveraged Long/Short Tax Alpha Is a Hotel California
The tax problem, ironically, is specifically with the leveraged long/short version, the newer, sexier, more sophisticated cousin, that does not work when investors want out.
https://t.co/WwlO3CsWwe via @etf_central
I joined @BlackwaterSe Michael O'Riordan on Exchange Traded People to talk about 351 exchanges, the capital sourcing problem in ETF launches, and building in financial services.
https://t.co/2D4yyesxW3
Some of the #ETF Industry's biggest problems are still being solved by spreadsheets and phone calls.
In this episode of Exchange Traded People, Michael O’Riordan @BlackwaterSe is joined by @Matt_Bucklin founder of @ExchangiFi, one of the more unconventional figures in the ETF space.
https://t.co/212ev9DKsg
A 2025 study out of M.I.T. cautioned that “the integration of LLMs into learning environments may inadvertently contribute to cognitive atrophy.” This danger hasn’t slowed the advancement of A.I. in schools. https://t.co/nPxSO7Hdcb
5-MeO-DMT gave me a single idea that won't leave.
Our minds are not naturally capable of understanding the preciousness of our existence.
Not "life is precious" as printed on a poster. It's something much more specific. That the hardware we're running, human consciousness, cannot render the full resolution of what it means to be here. Like a 480p screen trying to display an 8K image. The information is there but the display can't hold it.
It's been 3 weeks and I still feel childlike and fresh. My mind feels free of the accumulated barnacle. My dreams are alive.
The brain data is now coming in and it matches my reported subjective experiences. I'm excited to share it with you.
But the data doesn't complete the picture. The feeling is that I found a home I didn't know I was looking for and I don't have a biomarker for that.
The best marketing strategy in the ETF business - get some #SpaceX shares and watch the money pour in.
But getting shares can be difficult. 351 exchange and have them at inception of the fund.
Thanks @TaxAlphaInsider for a quote.
Via @etf_central
https://t.co/Bp3vlqgOxM
I'm joining Polen Capital and Practus tax attorney Ray Holst on 4/9 for an @RIAChannel webinar, to answer questions #RIAs have about Section 351 exchanges — and demo how @ExchangiFi makes the process simple for advisors.
Earn CE credit (CFP / IWI / CFA).
https://t.co/qNYiZAahzu
ExchangiFi Accepted into @FinTechSandbox Data Access Residency Program.
"This residency gives us access to the high-quality financial markets data we need to deliver better and faster portfolio optimizations," @TheRickyDotNet.
https://t.co/37YWQYy1Pl
Crypto is moving deeper into the US financial system — this time through the mortgage market. Might be a gamechanger for the crypto wealthy https://t.co/dPcnG0mLwy
Excited to share that @ExchangiFi has been accepted into the @FinTechSandbox Data Residency program.
Access to world-class data from @intrinio and others means we can provide faster tax-efficient 351 ETF exchanges.
Learn more https://t.co/DqT1APKne9
#Fintech#WealthTech#ETFs
Introducing https://t.co/OG32ejASaG (yep, that's the domain), a database of ETFs seeded in-kind via Section 351 by individuals.
I estimate $12.8 billion of launch AUM going back to 2022 raised across 59 funds.
I also aggregate cost basis data where available, showing that these funds were roughly half embedded capital gains.
This whole project emerged from my (with @elhroz ) paper "Managing Concentrated Public Stock Positions by Seeding an Exchange-Traded Fund."
Elie and I included a database of ETFs in the back, but then folks started sharing more funds.
If you are interested in ETFs coming down the conveyor belt, I’d suggest taking a look at @ExchangiFi. Matthew Bucklin is on top of the latest, whereas my process is a bit slower and backward-looking.
I would like to thank several sources who wished to stay off the record for this analysis and to again thank Elie Rozner for his fantastic work on all elements of the paper.
Check it out... especially the holdings evolution feature.
Nvidia CEO Jensen Huang said the $1 trillion projection for the company’s AI chip sales doesn’t capture all of its product offerings and signaled that overall revenue will surpass that level as the company pushes into new markets https://t.co/kXT4jHiIo5