James Talks XRP & Chainlink ETFs + Bullish Altcoin Inflows
Published: 2025-11-22
Status:
Available
|
Analyzed
Published: 2025-11-22
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 11
Prediction
Topic
Status
Dogecoin ETF is expected to launch.
"the next ones that are coming are going to be Dogecoin and Chainlink."
Incorrect
Chainlink ETF is expected to launch.
"the next ones that are coming are going to be Dogecoin and Chainlink."
Pending
Demand for Ethereum ETFs that offer staking will be higher in the long term.
"I think the demand will be higher for the staking product honestly long term."
Pending
XRP ETFs launched are performing exceptionally well.
"the XRP ETFs that have come to market already that are out there. How have those performed? >> They've done exceptionally well."
Incorrect
Canary's XRP ETF has accumulated over $270 million and performed very well, indicating strong demand from the XRP community.
"And honestly, for a small issuer like Canary uh that's run by Steven McClur. Yeah. So they have $270 million in that thing and obviously XRP price has gone down. So they've taken in a lot more than 270 million. The price has gone down. But so for them to do that well is is a testament to their success and the demand of the XRP army, you know. So overall it's done very well."
Pending
Solana ETFs are performing exceptionally well.
"Both both XRP and Salana ETFs have done exceptionally well."
Incorrect
Canary's XRP ETF was the best ETF launch of the year based on day one and day two trading volume.
"The number one launch so far this year was Canary's XRPC."
Pending
Bitwise's Solana ETF was a top ETF launch prior to Canary's XRP ETF.
"The number one launch before that was Bitwise's Salana ETF."
Incorrect
XRP ETFs are projected to become multi-billion dollar products within the next 6 to 12 months.
"I think these will these will both be billion dollar multi-billion dollar products within the next 6 to 12 months for sure."
Incorrect
Solana ETFs are projected to become multi-billion dollar products within the next 6 to 12 months.
"I think these will these will both be billion dollar multi-billion dollar products within the next 6 to 12 months for sure."
Incorrect
A Dogecoin ETF is expected to launch around November 24th-26th, with Bitwise likely launching one on the 26th.
"We're going to get a Dogecoin ETF. That's November 24th I'm talking about. Uh Bitwise is going to launch a Doge ETF on the 26th. most likely"
Incorrect
Grayscale is expected to launch or convert their Chainlink trust on December 2nd.
"Gayscale is going to convert their chain link trust or launch their chain link trust on December 2nd."
Incorrect
The Bitcoin ETF was the most successful ETF launch in history, exceeding all other ETFs in volume, assets, and flows.
"the Bitcoin ETF is the biggest launch in the history of ETFs. Period stop on like multiple metrics, volume, assets, flows, like no matter how you slice it, it was the best thing that's ever happened."
Correct
Despite recent outflows, Bitcoin ETFs have seen over $62 billion in inflows since launch, with recent outflows being a small fraction of the total.
"We've over 60 over 62 billion has come into these the Bitcoin ETFs since they launched. We've had 4 and a half billion come out in the last 6 weeks. So drop in the bucket really."
Incorrect
Approximately 130 crypto-related ETF products, including spot crypto and derivatives, are expected to enter the US ETF market within the next six months.
"I count what is the number 100 I think it's 130 different products that related to crypto that hold solely crypto or crypto derivatives that are going to come to the US ETF market in the next or at least have been filed in the next like six months"
Incorrect
The MOG ETF launch could potentially be delayed until 2026.
"yeah that might go into 2026 if we get that launched anytime remotely soon"
Correct
Basket ETFs, indexing altcoins, are predicted to become a larger category than individual altcoin ETFs.
"I think the basket products like an index product of alternative assets of altcoins is going to be one of the biggest categories of of crypto ETFs rather than individual altcoin ETFs."
Pending
Actively managed altcoin ETFs, where managers pick and weight coins, are expected to become a significant area of focus.
"And then some of the themes or even honestly actively managed exposures to different things. If you have a if you have an active manager that's going to be picking coins and waiting them, I think those products I think that's going to be one of the biggest areas in anything we'll be talking about."
Correct
While not currently approved, issuers are expected to find a way to launch actively managed altcoin ETFs in the coming years.
"Not right now, but they'll issuers will figure out a way to do it in the in the coming years."
Pending
A significant missing piece in the crypto ETF market is more basket and index products that offer diversified exposure to altcoins, especially for advisors who already hold Bitcoin.
"More more basket products more index products would be the thing that I'd say is missing. Like I think a lot of advisers have exposure already to the space holding Bitcoin. So if you launch if somebody were to there's filings for this. They're going to come out. If you launch here's the top 20x Bitcoin and all of a sudden you're like all right I have a 2% allocation to Bitcoin for my clients already. I don't need to change that but I would like to get some exposure to the other things going on. Ethereum, Salana, you name it, whatever. maybe some of these longer tail assets."
Correct
Diversified altcoin basket ETFs are expected to perform very well and have a greater impact on the broader altcoin market than individual asset ETFs.
"So I think those types of products are going to do very well. But the the first four or five individual assets will do well, but I think the basket products, if you total up the AUM, I think they'll be bigger, more impactful for the longer tale of assets."
Pending
In five years, basket products offering exposure to a wide range of crypto assets (5-50), with various weighting strategies, and actively managed exposures will be major areas of discussion in the ETF space.
"So you come back to me 5 years from now, I think basket products that give you 5, 10, 20, 50 different crypto assets, market cap weighted, different waiting exposures and then some of the themes or even honestly actively managed exposures to different things. If you have a if you have an active manager that's going to be picking coins and waiting them, I think those products I think that's going to be one of the biggest areas in anything we'll be talking about."
Pending
The proposed market structure bill may not provide the comprehensive clarity the industry desires, particularly regarding DeFi, and could be a political victory rather than a substantial regulatory shift.
"I think what might end up happening is you you might get this clarity bill that doesn't actually give as much clarity as people want and they can take the victory and say they did some things but like DeFi isn't fully fleshed out on like what's allowed, what isn't allowed, things along those lines, which is where things to be seem to be held up."
Correct
Future four-year crypto cycles are predicted to be more muted compared to historical cycles.
"I think the four-year cycle is going to be way more muted going forward compared to what it has been."
Pending
The primary interest and speculative activity in the altcoin market shifted to DAT companies and related assets, rather than altcoins themselves. This trend is now deflating.
"I felt like the altcoin market like happened in DATs. Like I think the altcoin meta and latestage stuff happened with the DAT companies. That's where all the interest went, People were trading those and the miners and a lot of other things like that rather than altcoins themselves. That was where the real beta and leverage ended up going from my point of view and now that's deflating."
Correct
The speaker hopes they are wrong about the current altcoin market sentiment for the benefit of altcoin investors who may see a bull market.
"I hope for all the like heavy altcoin investors that I'm wrong and you you get your bull market at some point."
Pending
Multiple smart chains are expected to perform very well in the future.
"I think there's going to be multiple of these smart chains that will do very well."
Pending
The shift in interest away from altcoins might be due to the availability of higher leverage on crypto assets through ETFs and structured products, offering an alternative to buying altcoins directly.
"the reason that people had invested in altcoins in the past was the higher risk, the higher risk and higher reward people could get from it, right? as a as a higher beta play on Bitcoin. And now this ties into the question around all these ETFs that are launching these structured financial products which are themselves in some way could be higher leveraged beta plays on a asset like Bitcoin. So I wonder how much of the lack of interest in buying altcoins in general is that people now and retail investors and institutions as well have a lot more opportunity to get higher leverage on crypto assets than going and buying an altcoin on an exchange."
Correct
The crypto ecosystem has matured, offering more avenues for leveraged exposure. This maturity might lead to less frequent, broad 15x pumps on early altcoins, even those without inherent value.
"The ecosystem has become a lot more mature than it was. And if you just want levered exposure to an asset, you can pretty much get it anywhere, however you want. Obviously, there was still, you know, some altcoins did exceptionally well at different times. I mean, Salana not that long ago was a singledigit price point. It's just, you know, in general, it hasn't happened across the board. That might be just a sign of the market maturing. Like you're not just going to get, you know, 15x pumps just because you were in something early, even if it has no value."
Correct
Numerous ETFs tracking a long tail of altcoin assets (e.g., Injective, SEI, AXL, Aptos, SUI, BNB, Near, Ono, Avac, Canton) are expected to launch within the next year.
"There's tons of these like long tales of assets that are going to come out like Injective, SEI, AXL, Aptos, SUI, B&B, Near, Ono, Avac, like Canton, like all those things are going to come to market at some point in the next year."
Incorrect
The MOG ETF launch could be the biggest ETF launch of 2026, potentially surprising many.
"Could be the biggest launch of 2026. Surprise to the outside."
Pending
Crypto ETFs have dominated the biggest launches of recent years (Bitcoin/Ethereum in 2024, XRP/Solana in 2025), and it remains to be seen if this trend will continue in 2026.
"So far 2024, biggest launches of the year were Bitcoin and Ethereum. 2025 biggest launches of the year, XRP, Salana. Is crypto gonna keep the crown in 2026? I guess we'll find out."
Pending