CIO, Franklin Crypto
3 dated public stances tracked since 2025-08-13, most recently 2025-08-13. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Seth Ginns's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Seth Ginns is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-08-13 | USTS | bullish | +2.1% | +2.3% | +1.3% |
| 2025-08-13 | ETH | bullish | -27.5% | -55.0% | -59.7% |
| 2025-08-13 | BITCOIN | bullish | -16.5% | -43.2% | -48.6% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bullish | 2025-08-13 |
| ETH | 1 | | 1 bullish | 2025-08-13 |
| USTS | 1 | | 1 bullish | 2025-08-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-08-13
USTS
bullish
Wealthion · video
DATs are in the early seeding phase of becoming permanent-capital vehicles that bridge traditional finance into crypto, with staking yields, DeFi income, share-buyback floors, and M&A consolidation dynamics protecting NAV premiums as the asset class scales
“I think we're still in the early innings... we'll move into the middle innings of these different capital markets activities”
90d +2.1% · 180d +2.3% · 1y +1.3%
Seth Ginns: DATs, Staking & Crypto’s 10x Opportunity
2025-08-13
BITCOIN
bullish
Wealthion · video
Global M2 liquidity leads Bitcoin price by ~100 days and is inflecting up, compounded by a dovish Fed pivot, weakening dollar, most pro-crypto US administration ever, and structural capital inflows via DATs
“liquidity is actually pointing to an uptick in crypto prices in the back half of the month”
90d -16.5% · 180d -43.2% · 1y -48.6%
Seth Ginns: DATs, Staking & Crypto’s 10x Opportunity
2025-08-13
ETH
bullish
Wealthion · video
ETH DATs can stake their holdings and earn in-kind yield that ETFs structurally cannot capture due to daily redemption requirements, giving ETH DATs an intrinsic NAV multiple above 1.0x and compounding permanent-capital advantages
“the ETFs can't stake today, the ETFs can't earn yield in DeFi”
90d -27.5% · 180d -55.0% · 1y -59.7%
Seth Ginns: DATs, Staking & Crypto’s 10x Opportunity
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