ETF Edge: Bitcoin kicks off the week with gains as ‘crypto winter’ looks to thaw

Summary

Crypto winter is seen as a re-entry opportunity rather than a crisis. Panelists highlight Bitcoin and Ethereum as resilient, with low-fee ETPs and early adoption by platforms like Morgan Stanley. Solana is called out for its strength, while the BTCI income ETF drew $500M in inflows. Altcoin ETFs and tokenization trends point to further innovation.

• David LaValle argues this crypto winter is about when to get back in, not whether crypto has a future.
• Bitcoin and Ethereum are positioned as the strongest assets that will lead the recovery.
• Low-fee Bitcoin and Ethereum ETPs are seeing net positive flows, and Morgan Stanley just launched a Bitcoin ETP.
• Solana is highlighted as an incredibly strong token with great utility and heavy investment.
• The NEOS Bitcoin High Income ETF (BTCI) attracted $500M this year, showing demand for income-oriented crypto products.
• The CoinShares Altcoins ETF (DIME) provides exposure to tokens beyond the top two, though adoption is still early.
• A broader tokenization wave is expected, with convergence of traditional and crypto assets via indices and ETPs.