👀 @fundstrat’s @BitMNR Accumulates ~2% of ETH Supply in Under 3 Months https://t.co/epXFFclaHF ...

🇺🇸 Fundstrat’s Quant Mark Newton says Ethereum isn’t breaking below $4,000 and sees it moving to $5,500! https://t.co/T1VWNqBfNL ...

在美联储2025年首次降息落地后，华尔街上周长舒一口气。市场迅速切换至"风险偏好模式"，投资者欢 呼雀跃，仿佛这轮反弹永无止境。 但历史经验表明，本月后半段可能迎来"宿醉效应"。LPL Financial的研究显示，九月股市表现呈现显著 的"前后分化"特征：前半段通常横盘或小幅上涨，后半段则往往出现下行走势，直至月末。 道琼斯市场数据显示，本月美股已创下历史级反弹，彻底打破九月作为"全年最弱月份"的恶名。 分析师认为，这主要得益于宏观经济动能与市场趋势的改善。LPL首席技术策略师亚当·特恩奎斯特 （Adam Turnquist）在上周的客户报告中指出："随着美联储会议尘埃落定，美股已迈过本月最大风险事 件，目前交易于历史高位附近。美联储未释放鹰派信号，且重启降息周期，足以抵消季节性压力，维持 市场风险偏好。" CNN恐惧与贪婪指数上周五处于"贪婪"区间，较一周前的"中性"略有上升，但哈克特强调："结合CNN 恐惧与贪婪指数、AAII情绪指标以及资金持续流入货币基金和债券的趋势，这并非市场见顶时的典型 特征。" 自八月以来，美股已大幅超越看跌预期，无视疲软的季节性规律、美联储决议后的潜在回调，以及重大 经济数据 ...

🚨 NEW: Fundstrat's Tom Lee says the Fed cut is beneficial for business confidence, housing, and non-cash assets, identifying winners as small-cap financials, crypto including $BTC and $ETH, and MAG7 among others. https://t.co/07l2ZNsqqb ...

Group 1 - The Federal Reserve cut rates by a quarter point and indicated two more reductions are likely by year-end, which is seen as a move to cushion a softening labor market [1] - Historically, when the Fed has cut rates with the S&P 500 within 3% of record highs, the index has posted gains 90% of the time over the following year [2] - Strategists from Wells Fargo, Barclays, and Deutsche Bank have raised their S&P 500 targets, citing resilient earnings and easier Fed policy as key factors for market growth [3] Group 2 - Bank of America's fund manager survey indicates equity allocations are at seven-month highs, reflecting optimism in the market [4] - Some strategists express caution, noting that the S&P 500 is already at a high valuation and the upcoming Q3 earnings season will be a critical test [4] - Fundstrat's Mark Newton highlights a weakening breadth in the market and suggests a potential near-term sell-off in tech stocks before a larger upward movement [5] Group 3 - Evercore ISI's Julian Emanuel anticipates increased volatility in tech stocks in the short term, while maintaining a bullish outlook driven by AI, projecting a path toward 7,750 by 2026 [6] - Investors are navigating a "jobless expansion," betting that weaker employment will lead to continued Fed easing, which will support valuations and corporate profit margins [7]

🔥 BULLISH: Fundstrat’s Tom Lee thinks Bitcoin and Ethereum can make a monster move in the next three months. https://t.co/Jlz6dDu0nV ...

RT CoinDesk Indices (@CoinDeskMarkets)Webinar alert!Get informed on current crypto market dynamics, client sentiment and viewing the asset class beyond bitcoin.Join @FundstratCap, @Grayscale and @CoinDesk Indices on Thursday, September 25, at 11:00 AM ET.Register today: https://t.co/9nqfHmaCk0 https://t.co/tnn0bYN5g3 ...

Core Insights - The rapid increase in ETF strategies is complicating the process of identifying valuable options for investors [1][2] ETF Market Overview - In the first half of the year, exchange-traded funds attracted $540 billion in assets, with projections suggesting the number of ETFs in the US could reach 9,000 by this time next year [2] - The influx of new ETFs is creating challenges for investors to discern which funds are genuinely worthwhile [2] Trends Impacting ETF Investors - Major trends include significant inflows into low-cost funds, while higher-fee products are benefiting a select few early movers [3] - The fee wars may have reached a bottom, indicating a potential stabilization in pricing strategies [4] Performance of Different ETF Categories - Most inflows this year have been directed towards "non-traditional" funds, particularly synthetic income funds that utilize derivatives [5] - Other successful categories include leveraged and inverse ETFs, as well as buffered products, with issuers like First Trust and Innovator generating substantial revenue [5][6] Revenue Dynamics - A small number of expensive funds contribute disproportionately to revenue, with firms like JPMorgan and Toroso Investments leading in the synthetic income segment [7]

Cryptocurrency Advocates - ETH's ambassador is @joechalom from @fundstrat [1] - SOL's ambassador is @KyleSamani [1] - BTC's ambassador is @saylor [1]

🚨 CMC News: Bitcoin Could Hit $200K by Year-End, Says Fundstrat's Tom Lee.https://t.co/fSqowLmDCI ...