🚨 UPDATE: Blackrock's $ETH ETF saw $138.7M in net inflows this week. https://t.co/YIo6bAmYGt ...

Which investment opportunities look most interesting next year? And what are the threats to monitor? We chatted with Helen Jewell at Blackrock and Dr. Gerard Lyons at Netwealth to find out. https://t.co/ZSGcSqaatH ...

$ETH bearishness lasted for years but $ETH actually looks good:- EF reformed & ships fast: Two major forks in 2025- Fusaka increases blob fees for L2s- BitMine continues to stack $ETH- Noticeable whale accumulation onchain- Blackrock files for staked ETF- Strong ETF outflows seem subdued- Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation- Quantum resistance on the roadmap (vs uncertain BTC)- SEC & Blackrock pushing tokenization (even within 2 years)- ETH/BTC char ...

$ETH bearishness lasted for years but $ETH actually looks good:- EF reformed & ships fast: Two major forks in two years- Fusaka increase blob fees for L2s- BitMine continues to stack $ETH- Noticeable whale accumulation onchain- Blackrock files for staked ETF- Strong ETF outflows seem subdued- Solutions like zkSync Atlas bring technical solutions to solving L1/L2 liquidity fragmentation- Quantum resistance on the roadmap (vs uncertain BTC)- SEC & Blackrock pushing tokenization (even within 2 years)- ETH/BTC ...

🚨 NEW: Blackrock says the large November outflows are perfectly normal.If anything, it's a testament to the liquidity of the fund. https://t.co/fBCruyiWZ2 ...

RT Emmett Gallic (@emmettgallic)Ethena moved 341M Blackrock BUIDL ($341M) tokens to Binance Smart Chain migrating the tokens off of Ethereum, Avalanche and Polygon.This the first major mint of Blackrock's BUIDL on BSC. https://t.co/DB9kQ8Svqy ...

Core Viewpoint - The end of the "free money" era is leading to significant market volatility, particularly affecting the Nasdaq index and technology sectors, as companies can no longer rely on announced spending plans to drive stock prices higher [1][4]. Group 1: Market Dynamics - The Nasdaq 100 index has recently dropped over 3%, while the S&P 500 has only seen a decline of 0.9%, indicating that the pain is concentrated in technology and high-growth sectors [1]. - Bitcoin experienced a dramatic sell-off from $122,000 to $105,000, impacting not only crypto assets but also creating liquidity pressures across broader stock portfolios [1]. - The correlation between cryptocurrencies, AI infrastructure, and passive investment funds in the U.S. stock market has intensified, creating a precarious situation for investors [3]. Group 2: Investment Behavior - Investors are increasingly viewing Bitcoin's performance as a barometer for future risk appetite, with many believing that a recovery in Bitcoin could signal a rebound in the stock market by year-end [4][12]. - The "free money" effect previously allowed companies to create shareholder wealth by simply announcing spending, particularly in AI and data center construction, but this is no longer translating into stock price increases [4]. - Digital asset reserve companies (DATs) like MicroStrategy (MSTR) have seen their valuations decline as the market questions the returns on their significant investments in cryptocurrencies [5]. Group 3: Passive Investment Impact - The rise of passive investment has complicated the market landscape, with a significant portion of funds flowing into a few companies, including MSTR, which is heavily held by major passive investment firms [6]. - The potential inclusion of DATs in major stock indices like MSCI could either prevent forced selling or trigger significant sell-offs depending on the decision made [8]. Group 4: Wealth Effect and Liquidity - Bitcoin's market cap has fallen from approximately $2.5 trillion to $1.85 trillion, resulting in a loss of $650 billion in wealth, which is negatively impacting the "wealth effect" in the market [9]. - The correlation between crypto assets and traditional stocks has increased, leading to a situation where declines in crypto necessitate selling off liquid assets like tech stocks to raise cash [9]. Group 5: Macroeconomic Considerations - The Federal Reserve faces uncertainty regarding its policy path, with market expectations for interest rate cuts fluctuating significantly [10]. - The end of the "free money" era may lead to a slowdown in AI data center spending, potentially cooling the economy and providing the Fed with justification for rate cuts [10]. - If cryptocurrencies do not stabilize, the resulting liquidity tightening and wealth reduction could adversely affect not only tech stocks but also broader economic growth [10].

bitmine just bought 63,123 eth for $174m to become the largest holder, surpassing blackrock. they're sitting on $4.5b in losses at -31.7% underwater on their $10b position. tom lee's fund is averaging down into max pain 13 days before fusaka increases ethereum blocks by 33% ...

Market Manipulation & Potential Risks - Blackrock 可能正在操纵比特币市场 [1] - 市场可能面临另一次加密货币崩盘 [1]

RT Wendy O (@CryptoWendyO)EXPOSED Blackrock Manipulating Bitcoin? Another Crypto Crash Coming? https://t.co/Ko330nAPUN ...