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Crypto ETFs appeared to hit $10 billion in hours, but filing data exposes where that money really came

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Image by CryptoSlate.

US spot Ethereum ETFs appeared to begin trading with $10.36 billion already inside them, an opening balance large enough to resemble an institutional buying wave before the first full session ended.

Key facts

Summary

01 Ethereum ETFs appeared to launch with $10.36B, but nearly all of it was already inside Grayscale trusts. 02 ETF seed assets, conversions and investor inflows measure different things despite similar headlines. 03 Solana ETFs show the same accounting trap, with legacy assets mixed into their $449M opening total. However, almost all of that amount came from ETH that Grayscale's older trusts already held, so the launch moved an existing pool into exchange-traded products, while a much smaller share came from the other issuers' seed positions.

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