Bitcoin ETFs are cheaper than crypto stocks. Here’s why

Crypto-linked stocks like Strategy and Metaplanet are trading at steep premiums as investors seek indirect exposure to Bitcoin. Spot Bitcoin ETFs provide direct exposure and don’t come with the added concern of corporate risk. As these ETFs are widely available in the US and in much of Europe, the rationale for overpaying for proxy plays is getting harder to defend.

The GENIUS Act: What it means for crypto, stablecoins, and ETF investors

The GENIUS Act, now making its way through the US Senate, could become the most consequential piece of crypto legislation to date. Granting federal legitimacy to stablecoins opens the door to institutional capital, drives on-chain activity, and boosts the investment case for blockchains like Ethereum, Solana, and even Bitcoin.

Ethereum is back in the spotlight and the smart money is already moving

Ethereum is mounting a strong comeback. Institutional inflows are rising, public companies are adding ETH to their balance sheets, and major upgrades are in motion. As the network reasserts itself as the backbone of Web3, investors are paying close attention. We believe Ethereum’s momentum is fueled by its fundamental strengths rather than market speculation.

Research Newsletter

Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com

Disclaimer

The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.