SEC Approves In-Kind Redemptions for Bitcoin and Ether ETFs

Market Summary

The U.S. Securities and Exchange Commission (SEC) has permitted in-kind redemptions for bitcoin and ether exchange-traded funds (ETFs), allowing institutional traders to create and redeem ETF shares directly with BTC or ETH. This decision enhances efficiency by avoiding fiat conversions.

Key points:

  • Hong Kong's Securities and Futures Commission allowed in-kind redemptions for crypto ETFs since early 2023, requiring partnerships with licensed local exchanges.
  • The SEC previously favored cash-only redemptions due to custody, anti-money laundering concerns, and operational uncertainties.
  • SEC Commissioner Mark Uyeda criticized the agency's distinction between commodity-based and crypto ETFs regarding redemption practices.
  • SoSoValue warns that physical bitcoin subscriptions will not generate cash inflows, complicating flow tracking for U.S. ETFs.

Market Movements

BTC: Bitcoin trades above $117,500 amid weak momentum and ETF outflows, with profit-taking near $118K and macroeconomic pressures.

ETH: Ethereum is priced above $3,700, viewed as a strong investment alongside bitcoin.

Gold: Gold rebounded to $3,334, ending a four-day decline before the Fed meeting.

Nikkei 225: Asia-Pacific markets opened mixed; Japan’s Nikkei 225 is flat at opening.

S&P 500: U.S. stocks fell, ending a six-day record streak amidst economic data and upcoming Fed rate decisions.

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