Bitcoin ETFs 'will be larger' than gold ETFs: Analyst

4 days ago

Spot Bitcoin exchange-traded funds (ETFs) could surpass golden ETFs successful full assets nether absorption (AUM) arsenic capitalist request expands beyond the accepted “digital gold” narrative, according to ETF expert James Seyffart.

“There are conscionable much usage cases of wherefore idiosyncratic would enactment a Bitcoin ETF successful a portfolio,” Seyffart said connected the Coin Stories podcast published to YouTube connected Friday. He pointed to Bitcoin’s (BTC) relation arsenic integer gold, a store of value, a portfolio diversifier, and a signifier of integer superior and property, adding that the marketplace besides views Bitcoin arsenic a “growth hazard asset.”

Seyffart explained that Bitcoin has “all these antithetic ways” of being viewed, portion golden lone has “one of those things.”

“Our presumption is that Bitcoin ETFs volition beryllium larger than golden ETFs,” helium added.

Bitcoin ETFs are a “hot sauce” successful the portfolio

“There are truthful galore radical that could usage it. They could beryllium viewing it to enactment successful their portfolio due to the fact that they privation to stake connected similar a maturation and liquidity trade,” helium said. “It tin beryllium blistery condiment successful a portfolio successful that way,” helium added.

Bloomberg ETF expert James Seyffart spoke to Natalie Brunell connected the Coin Stories podcast. Source: Coin Stories

Bitcoin is often compared to golden owed to its constricted proviso and perceived relation arsenic a hedge against monetary debasement. 

US-based golden ETFs recorded nett outflows of $2.92 cardinal successful March, portion US spot Bitcoin ETFs attracted $1.32 cardinal successful nett inflows implicit the aforesaid period.

Gold and BTC person declined implicit the past 30 days

The largest US gold-backed ETF, GLD, recorded a $3 cardinal outflow connected Mar. 4, the largest regular withdrawal successful much than 2 years.

On Mar. 19, Cointelegraph cited information from the Bank for International Settlements (BIS) showing retail golden purchases person tripled implicit the past six months, portion Wall Street selling has accelerated implicit the past 4 months.

Related: Bitcoin 'done' with 85% crashes, says Cathie Wood amid caller $34K target

Despite the divergence successful ETF flows, some assets person moved broadly successful tandem successful caller weeks.

Bitcoin is trading astatine $66,918 astatine the clip of publication, down 8.07% implicit the past 30 days, according to CoinMarketCap. Meanwhile, golden is trading astatine $4,676, down 8.25% implicit the past 30 days, according to GoldPrice data.

In December 2025, Fidelity Digital Assets analyst Chris Kuiper said that, “historically, golden and Bitcoin person taken turns outperforming. With golden shining successful 2025, it would not beryllium astonishing if Bitcoin takes the pb next.”

Magazine: Solana exec trolls crypto gamers, Pixel tackles play-to-earn issues: Web3 Gamer

Cointelegraph is committed to independent, transparent journalism. This quality nonfiction is produced successful accordance with Cointelegraph’s Editorial Policy and aims to supply close and timely information. Readers are encouraged to verify accusation independently. Read our Editorial Policy https://cointelegraph.com/editorial-policy

View source