Group 1 - The core viewpoint of the article emphasizes that stock selection should not solely rely on valuation metrics like price-to-earnings (P/E) ratios, as this can lead to misconceptions about investment safety and potential returns [1][3] - The article highlights two common valuation logics: "valuation repair," where stocks aim to return to previously high valuations, and "valuation compression," where current high valuations may normalize over time [3] - It stresses that the key to understanding stock price movements lies in the participation of institutional investors, as they hold the pricing power in the market [3][7] Group 2 - The concept of "institutional inventory" is introduced as a crucial quantitative data tool that reflects the trading activity of institutional investors, serving as a visible indicator of their market engagement [7][10] - The article illustrates that a stock with a high P/E ratio can perform well if institutional investors are actively involved, while a low P/E stock may struggle without such participation [10][13] - It concludes that new investors should focus on the active participation of institutional funds, represented by "institutional inventory," rather than fixating on valuation alone, to make more informed investment decisions [16]

@BNBCHAIN @ethereum @solana @Uniswap @HyperliquidX Bitcoin treasury holdings across public companies and institutions total just under 2M $BTC, up from near zero in 2020.The rapid accumulation phase has slowed, but institutional capital is embedded in this market in a way it simply wasn't last cycle. https://t.co/gqffJikt43 ...

RT MSB Intel (@MSBIntel)🚨 CRYPTO CHANGES FOREVER ON MAY 29TH.THE ENTIRE MARKET STRUCTURE JUST SHIFTED.CME IS GOING 24/7. INSTITUTIONAL CAPITAL NO LONGER SLEEPS ON WEEKENDS.NO MORE FRIDAY CLOSE ANXIETY. NO MORE MONDAY OPENING GAPS.WALL STREET CAN NOW DEFEND LIQUIDATIONS AND DEPLOY LEVERAGE 168 HOURS A WEEK.THE LIQUIDITY FLOODGATES JUST OPENED PERMANENTLY. ...

RT BeInCrypto (@beincrypto)How Institutional Capital Is Reshaping Digital Markets.Here is a recap of the latest panel from the BeInCrypto Digital Summit.Expert insights from:@Federico0x | @Phemex_official@MariaAdamjee1 | @0xPolygon@jeremyng777 | @OpenEden_XRead the full article below 👇 https://t.co/zHcLeamUPe ...

RT The Block Media (@TheBlockPods)Institutions are buying into DeFi, not just chains 🧠Craig Le Riche (@craigleriche) at @chaoslabs and Will Shannon (@KimonSh) at @lidofinance say institutional capital is moving beyond L1s toward DeFi tokens, governance, and real onchain alignment. https://t.co/pmzBBF574u ...

Privacy is the final barrier blocking trillions in institutional capital from moving onchain.Enter the Chainlink privacy standard 🧵↓https://t.co/GYUa8hNyCK https://t.co/r2zQghfqRl ...

Core Insights - The cryptocurrency market's previous reliance on political figures, particularly Donald Trump, is diminishing, indicating a shift towards structural factors driving the market [1][2][4] - Institutional capital is becoming a significant and permanent force in the crypto markets, leading to a long-term asset class perspective rather than short-term trading based on political events [2][5] - The relationship between Bitcoin and altcoins is evolving, with Bitcoin being viewed as a reserve asset akin to gold, while altcoins are expected to demonstrate real utility in the productive economy [6] Industry Dynamics - The convergence of cryptocurrency and artificial intelligence is highlighted, with blockchain technology providing the necessary trust and sovereignty for autonomous systems [3][7] - Hong Kong is positioned as a key player in the intersection of global finance and emerging technology, particularly as the Consensus event returns to the city [3] - The recalibration of the crypto market is seen as a response to the realization that previous momentum was driven more by expectations than by fundamental value [4][5]

Core Insights - The alternative lending market in Africa is projected to grow at a compound annual growth rate (CAGR) of 14.8%, reaching a market value of US$4.8 billion by 2025 [1] - The market has experienced robust growth from 2020 to 2024, with a CAGR of 14.7%, and is expected to continue growing at a CAGR of 14.2% from 2025 to 2029, reaching approximately US$8.1 billion by the end of 2029 [2] Market Overview - The report provides a detailed analysis of the alternative lending industry in Africa, covering over 100 key performance indicators (KPIs) such as loan disbursement value, volume, average loan ticket size, and penetration rate [3] - Africa's alternative lending space is evolving with trends such as Buy Now, Pay Later (BNPL) growth, alternative-data underwriting, and institutional capital inflows [4] BNPL and Embedded Credit - The BNPL market in Africa is projected to grow annually, particularly in digitally connected economies, with more merchants integrating installment financing into checkout experiences [5][6] - Regulatory oversight may tighten in response to rising usage and default risks associated with BNPL and embedded credit [6] Alternative Data Utilization - Alternative lenders are increasingly using nontraditional data sources to assess creditworthiness for underbanked segments, including mobile usage and transaction history [7] - Standardization of alternative-data scoring and improved default prediction accuracy are expected, with lenders leveraging proprietary data partnerships to outperform generic models [8] Institutional Capital Inflows - Alternative lending in Africa is attracting institutional capital and private credit lenders seeking higher yields, particularly in fintech-originated credit and SME lending [9] - Partnerships between capital providers and originators are expected to scale credit into various segments, increasing competitive pressure on credit standards and deal transparency [10] Embedded Credit Integration - Alternative credit is being integrated into digital platforms and mobile money ecosystems, which is particularly relevant in markets with strong mobile money usage [11] - The quality of integration and underwriting precision will determine the margin and risk premium on embedded credit [12] Competitive Landscape - The alternative lending landscape in Africa is heterogeneous, with strong incumbents in markets with favorable digital infrastructure, while many participants compete in niche segments [13][14] - Traditional banks still dominate consumer and SME lending, with alternative lenders focusing on underserved segments such as micro loans and embedded credit at point-of-sale [15] Key Players and Market Dynamics - Leading examples include 4G Capital in Kenya, which offers unsecured working capital loans, and Yoco in South Africa, which is expanding its reach among SMEs [21] - New entrants often come from mobile money platforms or fintechs with existing payment relationships, and many alternative lending models are financed through partnerships rather than full acquisitions [21] Regulatory Environment - Regulators in many African countries are beginning to create or update frameworks around fintech lending, focusing on consumer protection and credit risk rules [21] - The forecasted period is expected to see increased regulatory maturity, with more countries defining licensing and supervision for digital lenders [21]

Tech, sports, entertainment and fashion became subsectors we focused our lens on because what we wanted to do was follow a simple idea, that we take very seriously, which is that with the advent of technology today, there are businesses based in the African continent that will demonstrate capability to capture growing pools of foreign based revenues. And that's true in technology, If you look at the fintech sector, you have a lot of businesses that capture such stream of income because of remittances. If yo ...

🚨 CMC News: Institutional Capital Targets Established Altcoins Over New Tokens.🔗 https://t.co/4Cq5zvtfMX https://t.co/AieQFv0ym9 ...