Nate Geraci, president of The ETF Store, has made bold predictions about cryptocurrency ETFs, predicting transformative change under the new Trump administration.
Geraci predicts 2025 as the “Year of Crypto ETFs,” citing a more crypto-friendly regulatory environment and significant changes in leadership at the U.S. Securities and Exchange Commission (SEC).
Geraci believes the Trump administration will take a markedly different stance on digital assets than its predecessor. He notes that crypto advocate Paul Atkins is expected to be appointed as SEC Chairman, and a new “chief crypto officer” role has been created to be filled by Silicon Valley veteran David Sacks. A crypto advisory council made up of industry executives, led by Sacks, will reportedly help shape the administration’s digital asset policies.
In this context, Geraci made ten important predictions for the cryptocurrency ETF market:
- Bitcoin Spot ETFs to Surpass Gold ETFs: Geraci predicts that spot Bitcoin ETFs will surpass physical gold ETFs in terms of asset size, driven by increasing institutional and retail interest in Bitcoin.
- Spot Ethereum ETF Options Trading: Approval for Ethereum ETF options trading is on the horizon, signaling greater flexibility for investors.
- In-Kind Creation/Redemption for Bitcoin and Ethereum ETFs: Regulatory changes could allow for in-kind creation and redemption, streamlining the ETF market.
- Ethereum Staking ETFs: Spot Ethereum ETFs with staking features are expected to emerge, adding a new dimension to crypto ETFs.
- Launch of Innovative ETFs: Bitwise is expected to launch the Bitcoin Standard Corporations ETF, which focuses on companies that have adopted the “Bitcoin standard” with assets exceeding $1 billion.
- Proliferation of Crypto ETFs: Geraci predicts that at least 50 more crypto-related ETFs will emerge, ranging from options-based products to Bitcoin bond ETFs.
- Spot Solana ETFs: Solana spot ETFs are awaiting approval.
- Spot XRP ETFs: Spot XRP ETFs are also expected to receive regulatory approval.
- Crypto Index ETFs: Bitwise and Grayscale likely to receive approval for crypto index ETFs.
- Vanguard's Entry Into Crypto ETFs: Vanguard, known for its conservative approach, may finally allow brokerage access to spot Bitcoin and Ethereum ETFs.
Much of this progress, Geraci noted, will depend on regulatory clarity, particularly around whether digital assets are classified as securities or commodities. This clarity is expected to determine the jurisdiction of the SEC and the Commodity Futures Trading Commission (CFTC).
*This is not investment advice.
