People · Eric Balchunas · Crypto ETFs
What Eric Balchunas has said about crypto etfs
Eric Balchunas, senior ETF analyst at Bloomberg Intelligence. 5 statements from September 28, 2026 to October 28, 2026, each quoted word for word from the original and checked before publication. Newest first.
- October 28, 2026 · on X
“Wrote about BTAL today and how it is arguably a good ETF hedge for AI bubble burst periods or return of breadth as it goes short high beta stocks and long low beta stocks. This fund has long been a fav of critics/strategists but not popular with gen public- the ETF equiv of a Jim Jarmusch movie. Check it out on BI ETF<GO>.”
Eric Balchunas Highlights ETF as Potential AI Bubble Burst Hedge →
- October 27, 2026 · on X
“Nice turnout at ETFs in Depth Asia which is in Tokyo this year. ETF market growing here just like everywhere else but BoJ still owns 80% of the ETFs. They have vanilla but now looking at buffers, spot crypto and private co-spiked ETFs, similar to US. Big dif tho bt US and rest of world is fee-based advisors/RIAs. Most still in bank/broker/MF commission system like US 40yrs ago (= high fees, MF stickiness).”
Eric Balchunas Says Japan's ETF Market Eyes Spot Crypto Products →
- October 26, 2026 · on X
“Nice look at all the ETFs that hold Anthropic (largely via SPV or swaps). As a group they are seeing increased inflows. It's all very deja vu with SpaceX except there's now more products with exposure. Privates in ETFs is becoming more and more normalized every month. via @psarofagis”
Eric Balchunas Notes Increased Inflows to ETFs Holding Private Companies →
- October 9, 2026 · on X
“The Stock Market Is Currently Out of Breadth But It's No Reason to Worry. new from me on the latest worry being hurled at investors from the columnist class and what they aren't telling you: 1) over past 100 years only 4% of stocks generated all net US market-wealth creation w/ half of cos lagging treasuries = lack of breadth has always been a thing 2) The big cos doing all the heavy lifting are not normal big cos, they are like small countries- each of them having acquired hundreds of companies. Microsoft and G…”
- September 28, 2026 · on X
“Active bond mutual funds saw outflows for first time in a while in week ending 9/18 (so this doesn't count last week i'm sure its equal or worse). Conversely, bond ETFs took in $12b so more than offsets for now. But these MFs will be forced sellers of bonds if outflows pick up which will hurt their NAVs, which will spark more outflows. This potential 'doom loop' is why bond mutual funds are the canary in the 'how bad could things get' coal mine. ETFs generally see net inflows so it's not a problem, but MF holder…”
Eric Balchunas Warns of Potential Bond Mutual Fund "Doom Loop" →
Statements are reported from Eric Balchunas’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Eric Balchunas. The beat: Crypto ETFs.