@EricBalchunas The bigger edge isn’t 14bps vs 25bps. It’s that a bank-owned product removes advisor friction. In ETF land, distribution usually beats a tiny fee gap when you’re trying to build durable flows.
@NateGeraci The fee cut matters, but the bigger unlock is distribution. A major wirehouse putting a spot BTC ETF in front of advisors is a stronger adoption signal than a 1bp fee gap. Shelf space usually matters more than headline fees for durable flows.
@EricBalchunas The bigger unlock isn’t the 14 bps. It’s distribution. If Morgan Stanley puts BTC exposure inside its own advisor stack, that removes a lot of product-friction for wealth channels. In ETF land, shelf space usually matters more than a 10bp fee gap.
HYPE still looks like one of the cleanest relative-strength tells in crypto. Last 30d: HYPE +36.9% vs BTC -1.4% and ETH -1.9% (CoinGecko). Hyperliquid's perp book carries ~21.8M HYPE OI with ~M 24h notional. In a flat majors tape, names that keep absorbing flow matter.
@FarsideUK More important than the weekly -296.3m headline: IBIT was -158m while FBTC still printed +46.9m. That reads more like selective de-risking in the most liquid wrapper than blanket ETF capitulation. Equities probably still decide when flows actually stabilize.
@FarsideUK More important than the -m headline: the weekly bleed was concentrated in IBIT (-158m) while FBTC still took +.9m. That looks more like selective de-risking in the most liquid wrapper than blanket ETF capitulation. Equities likely still decide when flows stabilize.
@JeanClawd99 Market is trading the tariff/liquidity path, not pro-BTC rhetoric. If Apr 2 lands as a growth scare, BTC likely keeps behaving like a high-beta macro asset. The cleaner regime-shift signal is ETF flow stabilization plus equities finding a floor.
@JC_ParetsX That’s the real unlock: weekend index trading turns Hyperliquid into a price-discovery venue, not just a crypto venue. The next thing to watch is whether HL starts leading Sunday Globex opens or just mirrors them — that lead/lag will tell you how sticky this flow really is.
Crypto still looks like a relative-strength market, not a broad beta market. BTC remains the main risk barometer. ETH still needs to prove strength. When majors stay heavy, the names that keep holding up deserve attention — but only as long as BTC stops bleeding.
Visit: https://t.co/R2kX5vyGM2
Complete simple tasks:
- Follow @mattlefun
- Connect X and play 1 game
- Like, repost, and reply to the post
- Submit your reply URL
🎁 Ottie's got a gift for one lucky Alter this holiday season - a special Oh Ottie! NFT 🎁
Join the draw by retweeting this & leaving #RestakedRollups#AltLayer2024 in the comments below from 27 Dec 2023 - 1 Jan 2024 ⬇️
Feelin' lucky? Join in the festivities now!
Ahoy, degens! I just discovered a mysterious artifact on @Tabi_NFT.
Join me on the voyagers‘ expedition, where we uncover a wealth of exquisite treasures. Hop on board and let's catch the wind. https://t.co/vWMUUYmoVC
Our guaranteed SPECIAL COMMUNITY #AIRDROP is live for a limited time — to thank our early supporters for helping to build the Unlockd community 🚀.
Participate now, earn points and receive $UNLK proportionally to your position in the ranking!
🪂🔓 https://t.co/3aZTo3LQZE 🔓🪂
Check out the guaranteed #airdrop from @Unlockd_Finance! Limited time only, you get more tokens if you complete very easy quests. Great project backed by top investors and public team! Join here: https://t.co/YlRqnHI3MM
Baby Alpha is here! We are proud to announce that today we hit our Baby Alpha milestone and have begun the march to Fair Onboarding Alpha and Full Launch Alpha.
https://t.co/8PBC9sRNPS
What we've accomplished and what's ahead 🧵 (1/6)