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Recent Content By CoinShares
Macro Pressure Keeps Bitcoin Capped
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Macro Pressure Keeps Bitcoin Capped

Inflation, not growth, is the binding constraint for digital assets right now. Core CPI excluding...

A sharp turn in sentiment, not in fundamentals
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A sharp turn in sentiment, not in fundamentals

Three consecutive weeks of heavy outflows have rattled digital asset markets, but the fundamental...

Bitcoin & Quantum Computing: A Manageable Risk
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Bitcoin & Quantum Computing: A Manageable Risk With a Long Runway

Quantum computing has become the latest headline threat to Bitcoin — but the evidence points to a...

Bitcoin Bets on the Interest-Rate Reality
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Equities Celebrate, Bonds Warn: Bitcoin Bets on the Interest-Rate Reality

Equity markets remain buoyant, propelled by the AI-driven rally. Bond markets are signalling a...

Altcoins: Why Beyond-Bitcoin Exposure Matters for Portfolios
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Altcoins: Why Beyond-Bitcoin Exposure Matters for Portfolios

Altcoins now represent 31% of total crypto market capitalization, generate more than $4B in...

Bitcoin, Ethereum, Solana, BNB, & Hyperliquid
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Bitcoin, Ethereum, Solana, BNB, & Hyperliquid: What Sets Them Apart

A framework for advisors comparing the major digital assets: Not all digital assets serve the...

Volatility Is a Feature, Not a Bug
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Volatility Is a Feature, Not a Bug

Why digital-asset volatility is the price of admission to asymmetric returns and why it should be...

Why Tokenization Matters
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Why Tokenization Matters

Real-world assets are moving on-chain — and the numbers are no longer speculative. $33.9 billion...

Crypto Market Update: Inflation Headwinds & Regulatory Progress
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Crypto Market Update: Inflation Headwinds & Regulatory Progress

This week’s macro backdrop delivered a clear message: the Fed has little room to turn more...

Bitcoin Breaks $80k: Caution Still Warranted
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Bitcoin Breaks $80k: Caution Still Warranted

Bitcoin’s move back above US$80,000 is the most consequential development of the past two weeks,...

Gold Under Pressure, Bitcoin Resilient
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Iran, FOMC, CLARITY ACT: Gold Under Pressure, Bitcoin Resilient

Three converging pressures are weighing on crypto prices: a deteriorating Iran situation, hawkish...

Hybrid Finance: The New Architecture of Capital Markets
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Introducing Hybrid Finance: The New Architecture of Capital Markets

“The next generation for markets, the next generation for securities, will be the...

What Is Tokenization
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What Is Tokenization and How to Get Exposure

Real-world assets are moving on-chain. Here’s what advisors need to know.

This Industry Provides Exposure to Crypto & AI
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Bitcoin Mining: An Industry That Provides Exposure to Crypto & AI

Understanding the economics of proof of work, the process behind Bitcoin mining, and the...

Bitcoin Crisis Resilience: The Real-Time Test
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Bitcoin Crisis Resilience: The Real-Time Test

The geopolitical stress of the past two months has provided an unusually clear stress test for...

Why the Long-Term Horizon Matters in Digital Assets
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Why the Long-Term Horizon Matters in Digital Assets

Cycles, compounding, and the case for patience in a 24/7 digital environment.

Geopolitics, Inflation, & Crypto Resilience in 2026
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Geopolitics, Inflation, & Crypto Resilience: What Advisors Need to Know

Markets endured another volatile week shaped by developments in the Gulf. An initial rally,...

Why Hybrid Finance Matters for Investors
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Hybrid Finance: Why It Matters for Investors

The convergence of traditional and decentralised finance is no longer theoretical and blockchain...

Market Update: 27th March 2026
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Market Update: 27th March 2026

Central banks are talking tough again, and markets are listening, perhaps a little too carefully....

Crypto Flows Slow as Fed's Pause Dampens Sentiment
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Digital Asset Flows Slow as Fed's Hawkish Pause Dampens Sentiment

Digital asset investment products recorded $230M in net inflows last week, a marked deceleration...

Bitcoin Holds Firm as Macro Headwinds Intensify
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Bitcoin Holds Firm as Macro Headwinds Intensify

Despite sharp price declines across asset classes, Bitcoin has demonstrated relative resilience...

Crypto: Third straight week of inflows amid geopolitical stress
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Crypto: Third straight week of inflows amid geopolitical stress

Digital asset investment products attracted $1.06B in net inflows last week, marking the third...

Bitcoin's Shifting Correlation: Geopolitics Takes the Wheel
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Bitcoin's Shifting Correlation: Geopolitics Takes the Wheel

For much of the past two years, Bitcoin has behaved as a liquidity proxy — sensitive to Federal...

Crypto: Febrility Persists, But a Floor May Be Forming
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Crypto: Febrility Persists, But a Floor May Be Forming

Bitcoin has traded in a $67,000–$70,000 range since early February, with most major assets...

Optionality in Digital Assets
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Optionality in Digital Assets: A Framework for Client Portfolios

Most client conversations about crypto start and end with Bitcoin. That approach leaves...

Crypto: US Outflows Extend Streak Amid Weak Volumes
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Crypto: US Outflows Extend Streak Amid Weak Volumes

Digital asset investment products recorded $288M in net outflows last week, extending a losing...

The Altcoins Building Real Financial Infrastructure
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The Altcoins Building Real Financial Infrastructure

Settlement layers, DeFi protocols, US dollars on chain, and the rails of tomorrow’s finance.

Fed Signals Higher-for-Longer as CLARITY Act Stalls
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Fed Signals Higher-for-Longer as CLARITY Act Stalls

This week’s Fed Minutes confirmed what markets had long suspected: the January meeting was...

Digital Asset ETPs See 4th Week of Outflows
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Digital Asset ETPs See 4th Week of Outflows Amid Regional Divergence

Digital asset investment products experienced their fourth consecutive week of net outflows,...

Cooling Inflation & Bitcoin's Macro Positioning
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Inflation Cools Down: What Does That Mean for Bitcoin's Macro Positioning

The US economy continues its late-cycle deceleration. January nonfarm payrolls rose 130K (vs 110K...

Bitcoin Correction: Signals Suggest Downside Exhaustion
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Bitcoin Correction: Signals Suggest Downside Exhaustion

Bitcoin has undergone a sharp correction, with prices now trading below the estimated average...

Digital Asset Flows: Investor Sentiment Deteriorates
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Digital Asset Flows: Investor Sentiment Deteriorates

Key takeaway: Digital asset investment products experienced significant outflows totalling...

Bitcoin Still Trailing Precious Metals
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Bitcoin Still Trailing Precious Metals Amid a Fragile U.S. Backdrop

Bitcoin continues to underperform relative to the broader debasement trade that has driven...

Why Crypto Asset Managers Are Next in Line for Consolidation
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The Coming Storm: Why Crypto Asset Managers Are Next in Line for Consolidation

By Jean-Marie Mognetti, CEO of CoinShares

How Liquidity Risks Will Impact Our Portfolios
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From the Fed to Japan: How Liquidity Risks Will Impact Our Portfolios

Markets are adjusting to a mix of monetary policy uncertainty, geopolitical tensions, and...

Bitcoin Moves Higher Despite Ongoing U.S. Regulatory Uncertainty
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Bitcoin Moves Higher Despite Ongoing U.S. Regulatory Uncertainty

Bitcoin finished the week higher, supported by renewed investor demand, despite continued...

Early 2026: U.S. Job Data, Bitcoin
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Early 2026: U.S. Job Data Might Be Weak, Bitcoin Has Room to Grow

Bitcoin entered 2026 on firmer footing after a challenging end to last year, rebounding above...

CoinShares’ Outlook 2026: Toward Convergence & Beyond
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CoinShares’ Outlook 2026: Toward Convergence & Beyond

A year ago, the digital asset market was still proving that the 2024–2025 rebound was real....

The Fed Cuts Again, but the Divide Is Growing
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The Fed Cuts Again, but the Divide Is Growing

The Federal Reserve delivered another 25bp rate cut, lowering the policy range to 3.50–3.75%....

Weekly Update: Bitcoin & Macro Data Diverging
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Weekly Market Update: Week of December 19 | Bitcoin and Macro Data, A Diverging Picture into Year-End

Global markets are closing the year with growing macro clarity, yet risk assets — and Bitcoin in...

Weekly Market Update - Week of December 5
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Weekly Market Update - Week of December 5

This week’s macro narrative has been shaped by Japan. Volatility at the long end of the...

Crypto Sentiment Steadies as Macro Hopes Lift the Tape
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Crypto Sentiment Steadies as Macro Hopes Lift the Tape

After a sharp mid-November drawdown, crypto markets are showing early signs of stabilization,...

Week of November 21 | Significant Outflows From Crypto ETFs
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Weekly Market Update: Week of November 21 | Significant Outflows From Crypto ETFs

Digital asset investment products posted US$1.94B in outflows last week, extending the pullback...

Risk Assets Decline Amid Data Vacuum and More
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Market Update - Week of November 14: Risk Assets Decline Amid Data Vacuum & Shifting Rate Expectations

Financial markets are navigating a period of unusual data scarcity, contributing to volatility...

The Fed Faces Its Own Challenge as Shutdown Drags On
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The Fed Faces Its Own Challenge as Shutdown Drags On

Progress toward resolving the US government shutdown remains limited despite increased bipartisan...

Weekly Market Update - New Rate Cuts Incoming
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Weekly Market Update: Week of October 24: New Rate Cuts Incoming?

_ * Why markets are now pricing in 75 basis points of rate cuts by year-end.

  • How the latest CPI...
WGMI Product Guide
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WGMI Product Guide

The CoinShares Bitcoin Mining ETF (WGMI A-) is an actively managed ETF providing investors with...

A Disconnect Between Prices & Fundamentals
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A Disconnect Between Prices & Fundamentals

  • Why Bitcoin’s 16% pullback may be more sentiment-driven than fundamental.
  • How the U.S....
Macro Fog Deepens, Bitcoin Holds the High Ground
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Weekly Market Update - Week of October 10: Macro Fog Deepens, Bitcoin Holds the High Ground

The latest FOMC minutes reveal a divided Federal Reserve: while most policymakers backed the...

U.S. Shutdown Fuels Record Crypto Inflows
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U.S. Shutdown Fuels Record Crypto Inflows

Digital asset investment products attracted record inflows of US$5.95 billion globally last week...

5 Reasons Advisors Prefer ETFs Over Direct Crypto Investment
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5 Reasons Advisors Prefer ETFs Over Direct Crypto Investment

This article breaks down the five main reasons financial advisors overwhelmingly prefer using...

Proof of Work vs. Proof of Stake: Portfolio Implications
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Proof of Work vs. Proof of Stake: Portfolio Implications, Not Just Tech Differences

Few investors understand what’s going on under the proverbial hood of the traditional finance...

Inflation Data & Digital Asset Implications
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Week of September 26, 2026: Inflation Data & Digital Asset Implications

In the coming week, several Federal Reserve officials will speak following the recent decision to...

The 5 Altcoins Advisors Should Know
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The 5 Altcoins Advisors Should Know

This article breaks down five key altcoins — Ethereum, Solana, Ripple (XRP), Litecoin, and one...

Markets Remain Cautious After the Rate Cut
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Markets Remain Cautious After the Rate Cut

  • How Bitcoin responded to the Fed’s first rate cut since December
  • What the Fed’s projections...
Weekly Market Update Week of September 5, 2025
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Weekly Market Update: Week of September 5, 2025

  • Why the latest U.S. labour market data is pushing the Fed toward rate cuts
  • How traders are...
All Eyes on Powell and Jackson Hole
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Market Update – August 22, 2025: All Eyes on Powell and Jackson Hole

This week has been light on new macroeconomic data, but markets have had two clear focal points:...

Your clients are asking about crypto. Are you ready to answer
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Your clients are asking about crypto. Are you ready to answer?

More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and...

Market Update: Week of August 8, 2025
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Market Update: Week of August 8, 2025

Digital asset investment products swung back into positive territory last week, ending with...

5 reasons advisors prefer ETFs
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5 reasons advisors prefer ETFs over direct crypto investment

This article breaks down the five main reasons financial advisors overwhelmingly prefer using...

Equities: An Overlooked Path to Crypto for Advisors
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Equities: An Overlooked Path to Crypto for Advisors

This article explores how equities – particularly bitcoin mining stocks – provide advisors with...

Advisors Are Betting Big on Bitcoin
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Advisors Are Betting Big on Bitcoin

This article examines how financial advisors have emerged as the leading holders of U.S. spot...

Market Update - Week of July 28 - August 1, 2025
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Market Update: Week of July 28 - August 1, 2025

This week’s macroeconomic data has reinforced market optimism, confirming the U.S. economy’s...

10 Years of Ethereum: the blockchain that changed finance
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10 Years of Ethereum: the blockchain that changed finance

On July 30, 2025, Ethereum will celebrate its 10th birthday. Ten years in which this blockchain,...

Market Update: Week of July 25, 2025
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Market Update: Week of July 25, 2025

What You’ll Learn

This report provides insight into how trade tariffs are quietly stoking...

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Crypto ETF - new weekly record for inflows

Digital asset investment products recorded a weekly inflow record of $4.39 billion last week,...

Market Update: Week of July 18, 2025
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Market Update: Week of July 18, 2025

  • How recent CPI and PPI data are shaping inflation expectations
  • Why tariff policy and currency...
Massive Inflows into Digital Assets
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Massive Inflows into Digital Assets: $3.7 Billion in One Week and Record-High AUM

  • The scale and significance of the latest weekly inflows into digital asset investment products
  • ...
Analyst Bitcoin ETFs Could Triple Gold in 5 Years
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This Bloomberg ETF Analyst Says Bitcoin ETFs Could Triple Gold in 5 Years

Eric Balchunas sees BTC ETFs surging to new heights as crypto financialization accelerates

Bitcoin's Real-World Utility
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Bitcoin's Real-World Utility: A Strategic Asset for U.S. Investors and Global Markets

Financial advisors will understand how Bitcoin has shifted from a speculative asset to a...

Market Update – July 11, 2025
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Market Update – July 11, 2025

As President Trump’s 90-day tariff reprieve ends, inflation risks are back. Inventory buffers are...

How to choose a Crypto ETF
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How to choose a Crypto ETF: a practical guide for financial advisors

In this article, you’ll learn how to evaluate crypto ETFs with the same rigor you apply to...

Affluent individuals & crypto: what do they really want?
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Affluent individuals & crypto: what do they really want?

Investor interest in digital assets has officially moved from fringe to front-and-center....

Market Update - Week of June 19, 2025
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Market Update - Week of June 19, 2025

The Federal Reserve wrapped up its June meeting with a familiar message: patience. Chair Jerome...

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Crypto Index ETFs, Explained for Financial Professionals

Authorized in the U.S. by the SEC in January 2024—first with Bitcoin, followed by Ethereum in...

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Market Update - Week of June 06, 2025

Recent actions by former President Trump—especially his aggressive stance on trade—are reigniting...

Securing the Future with Energy and Innovation
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Bitcoin Mining: Securing the Future with Energy and Innovation

CoinShares’ report unpacks how Bitcoin mining balances robust network security, economic...

Digital Asset Fund Flows Weekly Update
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Digital Asset Fund Flows Weekly Update - Week of May 26

Digital asset investment products attracted $3.3 billion in inflows last week, pushing...

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From Headlines to Reality: What Advisors Should Know About Crypto and Crime

In this article, you’ll discover the true scale of illicit crypto activity and how it compares to...

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New Survey Illuminates Evolving Advisor Attitudes Towards Digital Assets

As digital assets move from niche interest to mainstream consideration, financial advisors find...

Bitcoin Miners vs Gold Miners
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Bitcoin Miners vs Gold Miners: Unveiling the Unique Dynamics of Digital and Physical Scarcity

CoinShares’ comparative analysis reveals why Bitcoin mining is more than just a digital mirror of...

Digital Asset Fund Flows Weekly Update
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Digital Asset Fund Flows Weekly Update - Week of June 2

Digital asset investment products saw $286 million in inflows last week, capping a strong...

Market Update - Week of May 30, 2025
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Market Update - Week of May 30, 2025

The most immediate challenge for Bitcoin—and for digital assets more broadly—lies in the...

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Why Diversify With Crypto?

In this article, you’ll learn why Bitcoin is increasingly viewed as a strategic asset in client...

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Why Bitcoin belongs in modern portfolios

Once considered fringe, Bitcoin now stands as a viable strategic allocation. In this article, you...

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Bitcoin is the new gold

In this article, you’ll explore the strategic case for Bitcoin as a modern complement—or even...

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Bitcoin Mining Unpacked: 5 Key Takeaways for Financial Advisors

Bitcoin mining is often misunderstood, dismissed as niche or overly energy-intensive. But behind...

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Bitcoin Mining: Proof of Work in Practice

In this article, you’ll learn how Bitcoin mining functions as both a security mechanism for...

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Bitcoin: a strategic addition to investment portfolios

This article explains why the traditional 60/40 portfolio is underperforming in today’s...

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Bitcoin: No Longer Just for Tech Enthusiasts

What You’ll Learn

Amid shifting market dynamics—marked by rising interest rates, geopolitical...

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Bitcoin’s Monetary Structure & Why It Matters for Financial Advisors

This article explores how Bitcoin’s structural design offers a compelling hedge against inflation...

VettaFi

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Crypto ETFs vs. Exchanges: What’s best for Your Clients?

This article explains why ETFs offer a safer, simpler way to invest in crypto compared to...

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How Institutional Infrastructure & Historical Returns Strengthen Bitcoin’s Case

This article explores how the emergence of regulated investment vehicles like spot Bitcoin ETFs...

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Integrating Bitcoin Into Client Portfolios: Strategy & Messaging for Advisors

This article examines how Bitcoin’s low correlation with traditional asset classes supports...

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Should Bitcoin Be on Your Company's Balance Sheet?

This article explains how and why companies—both public and private—are adding Bitcoin to their...

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Tariffs & Crypto: what advisors need to know

This article explores how the return of tariffs under President Trump is reshaping the economic...

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What is a crypto ETF?

In this article, you’ll discover why crypto index ETFs are changing the way financial advisors...

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Bitcoin Mining: Powering The New Industrial Boom

What You’ll Learn

In this article, you’ll explore how Bitcoin mining has evolved into a major...