Search

Trade Ideas (2)
Date Ticker Price Dir Speaker Thesis Source
Feb 10
BOL
LONG Matt Hougan
CIO, Bitwise Asset Management
Bitwise is seeing strong inflows into their Solana staking ETF (Ticker: BOL) compared to Ethereum products. The "Yield Spread" argument. Solana offers a ~7% staking yield, whereas Ethereum offers only ~2%. For investors, a 7% yield is a meaningful differentiator that cushions volatility, while 2% is negligible when the underlying asset swings 50%. Inflows into BOL are outperforming despite the market slide. Solana price volatility overwhelming the 7% yield; regulatory changes to staking rewards. CNBC
ETF Edge on how bitcoin’s 2026 slide is throw...
Feb 10
BOL
LONG Matt Hougan
CIO, Bitwise Asset Management
There is strong inflow interest specifically in Solana staking ETFs (BOL), while Ethereum staking interest has been muted. The "Yield Spread" argument. Solana offers a ~7% staking yield compared to Ethereum's ~2%. For income-focused investors, the 2% on ETH is marginal, but 7% on SOL is a material differentiator. Strong inflows into BOL since launch despite the broader market drawdown. Volatility of the underlying Solana token could wipe out the yield benefit. CNBC
How crypto's recent volatility impacts ETF in...