Investment Vehicle Analysis - DATs (Decentralized Autonomous Trusts) are criticized as a combination of the worst aspects of hedge funds and SPACs, compounded by tax inefficiency [1] - DATs are subject to corporate income tax on staking yield, unlike ETFs (Exchange Traded Funds) [1] - DATs have high fees, allegedly to cover executive compensation, a cost not typically associated with ETFs [1]

Stephen McClur, thank you very much for joining us here in studio. Thanks so much for having me, Talia. Absolutely.So, the last time we spoke, you were the CIO of the asset management firm Valkyrie, and we spoke in person back at the end of 2023, and that's right before the SEC gave the green light for spot Bitcoin ETFs. At the time, you said you were optimistic they will in fact get approved by the SEC, and sure enough, you were right. Well, now you're the CEO of the investment firm Canary Capital, and so ...

Market Trend Analysis - The previous market peak was influenced by interest rate increases and the collapse of FTX/CeFi/Luna [1] - The industry anticipates interest rate cuts, ongoing Digital Asset Technologies (DATs)/Exchange Traded Funds (ETFs), and institutional investment [1] - The market top may be further away than anticipated [1]

Market Trends & Investor Sentiment - Retail investors are increasingly active in the stock market, favoring individual stocks over ETFs, with mega-cap tech and AI-related stocks being popular choices [2][4][8][11][13] - Investopedia's survey indicates strong positive sentiment among self-directed investors, driven by record highs and expectations of deregulation and rate cuts [5][6][7][17][18][36] - Investors show a preference for holding onto their current stock investments, particularly in large-cap tech, with Nvidia, Palantir, Microsoft, Apple, and Amazon being top choices for the next 10 years [9][10] - A survey reveals that if investors had an extra 10,000 (unit unspecified), 22% would invest it in individual stocks [4] Economic Indicators & Monetary Policy - The Producer Price Index (PPI) showed higher than expected inflation, particularly in services, raising concerns for the Federal Reserve [1][24][25] - Despite inflation data, markets largely expect the Federal Reserve to cut interest rates by 25 basis points in September [26][27] - Crypto markets experienced a downturn with Bitcoin down 4% after hitting an all-time high, but overall, crypto has seen significant gains year-to-date, supported by institutional interest and a friendlier regulatory environment [30][31][32] Fannie Mae & Freddie Mac Potential IPO - The Trump administration is considering an IPO for Fannie Mae and Freddie Mac, which could raise approximately 30 billion (unit unspecified) for taxpayers and unwind their 2008 conservatorship [3][37][38] - An IPO would introduce new shares and capital, potentially leading to a major exchange listing, but the government's backing is likely to continue unless Congress intervenes [45][46] - The value of the two mortgage giants could exceed 500 billion (unit unspecified) combined if the IPO proceeds [45] - Existing shareholders are expected to face massive dilution, with the federal government potentially owning over 90% [44][45]

7/ And the absolute obvious one:Profit taking after massive ETH rally.I was lazy to investigate who is selling. But as long as DATs and ETFs are buying, it doesn't matter. They can absorb the selling.And while unstaking queue is at ATH, so is the ETF inflows! https://t.co/zutB60drJm ...

Obviously, the crypto market has been heating up over the last couple days and technically we could even say the last couple weeks, especially when it comes to Ethereum. Now, everyone is wondering why aren't altcoins like HAR for an example following Ethereum right now. And the main reason why is because we are in phase two of the market.So, if you are excited about the fact that, you know, HAR has ran from, you know, sub 5 cents all the way up to 40 cents already and it's currently trading at 26 cents. Wel ...

Hi, I am Kellen Carter. I am the chief compliance officer and corporate counsel here at Arc Invest. I started my career at the SEC during the time of the financial crisis in in 2010.So, it was an very exciting time. I was an examiner and an attorney and we largely looked at uh macro risk in the market and we examined investment companies and investment advisors uh similar to ARC. And because I was at the SEC, I was exposed to a very wide variety of advisors and ETFs.And I recognized that ARC was on to somet ...

Crypto critics are a lot quieter now thanks to- Institutional adoption- ETFs, 401(k) adding it- Price pumpsP.s. Amazing how threads like these used to do well. CT has changed.Ignas | DeFi (@DefiIgnas):1/35 "Crypto is a scam."I've listened to crypto critics to understand why they believe crypto is the biggest scam in history.Here's what they think it is: 🧵 https://t.co/IcLdBCG8vc ...

ETH went to $4,868 in 2021 without- ETFs buying billion in ETH weekly- Genius Act ( Trillions in stables on ETH )- Treasury companies buying Billions in ETH- US President holding $500M+ on ETH- OTCs running out of ETH to sellThis Ethereum pump will be different ...

Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]