Did Launching a U.S. Altcoins ETF Just Shift CoinShares International’s (OM:CS) Investment Narrative?
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CoinShares International Limited has launched the CoinShares Altcoins ETF (DIME) in the U.S., providing diversified exposure to ten leading altcoins beyond Bitcoin and Ethereum via traditional brokerage accounts, with trading beginning on Nasdaq on October 7, 2025.
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This launch opens access to around 70% of the crypto market that was previously unavailable through U.S. brokerages, bridging a gap for investors seeking regulated altcoin exposure.
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We’ll explore how CoinShares’ entry into regulated altcoin ETFs shapes its investment narrative amid growing demand for broader crypto access.
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To see a reason for owning CoinShares International, you have to believe in the continued institutionalization and mainstream adoption of digital assets, especially in regulated formats. The recent launch of the CoinShares Altcoins ETF (DIME) in the U.S. represents a potential shift in short-term catalysts. While CoinShares was previously reliant on the popularity and trading activity of its existing ETP lineup, DIME opens a new market segment, broader altcoin exposure for U.S. investors through traditional brokerage channels. This unlocks roughly 70% of the crypto market once largely inaccessible, potentially driving new revenue streams, enhancing brand recognition and giving CoinShares an early-mover advantage. At the same time, it could reset expectations around short-term catalysts, such as inflows, fee growth and competitive action, but also introduces new risks. Regulatory clarity, liquidity for the underlying ETPs, and volatile crypto market sentiment could quickly change DIME’s impact on earnings and overall company performance.
However, not all investors may be comfortable with the regulatory and market risks tied to new altcoin ETFs.
CoinShares International’s shares have been on the rise but are still potentially undervalued by 44%. Find out what it’s worth.
The Simply Wall St Community fair value opinions for CoinShares range from US$133.63 to US$279.36 across three different investor analyses, showing strongly divided views. With DIME’s launch possibly influencing both revenue and risk, it’s clear opinions on market potential and the jockeying for leadership are far from settled.
