This understanding applies to solo, delegated, or carried out through a custodial service staking.
The CLARITY Act is also a recent move in the US crypto industry, filed on the same day as the SEC shared its statement on staking.
However, no ETF offering staking has received regulatory approval as of June 4.
Nansen argues that the twin actions remove a structural barrier for issuers planning products that wrap staking rewards inside an ETF chassis.
The report also mapped two macro paths tied to US-China trade talks that could add fuel to boost ETFs offering to stake.
In the bearish scenario, a tariff re-escalation pressures equities first. Yet, the report still shared expectations that staked tokens and related ETFs would outpace stocks because their yield component would offset price weakness.
Beyond the scenario matrix, the research cited a drop in the equity risk premium below 2.5% and subdued equity volatility as evidence that traditional markets may undercompensate investors for risk.
By contrast, staking-enabled ETFs combine crypto upside with a yield stream that does not rely on corporate earnings.
Nansen concluded that regulatory clarity, macro diversification, and investor appetite for blockchain yield create an opening for funds that pass staking rewards through to shareholders.
