2025:- stablecoins- tokenization of everything- institutional compliant DeFi- launchpads- fintech chain launches- crypto m&a- ETFs for dozens of tokens2026:- crypto-powered businesses- hundreds more chains- $10T total marketcap- trillions of $$$ of stablecoin volumes- perps volume > options volume in TradFi- use stablecoins to pay for anything ...

Core Insights - The article discusses the background and qualifications of an MBA student from the Indian Institute of Management—Indore, highlighting their achievement in passing CFA Level 1 and Level 2 examinations [1] - The student has experience in publishing on Seeking Alpha and has worked with Que Capital, a subsidiary of AlmaStreet Capital LLC, focusing on a GARP (Growth At a Reasonable Price) investment approach [1] - The intention is to apply both GARP and Value Investing strategies in future reports on Stocks and ETFs, tailored to specific industries and business cycle stages [1] Group 1 - The individual is an MBA student at IIM Indore, which ranks in the Financial Times Top 100 Schools for MBA/MiM [1] - The student cleared CFA Level 1 in May 2023 and plans to take CFA Level 2 in November 2024 [1] - Experience includes publishing on Seeking Alpha during an internship at Que Capital, which is linked to AlmaStreet Capital LLC [1] Group 2 - The investment approach mentioned is GARP, which focuses on growth at a reasonable price [1] - Future reports will utilize both GARP and Value Investing strategies, depending on the industry and business cycle [1]

two weeks to bill drop.@kyle_chasse shows Genius Act at 89% passage.stablecoins print $10B yearly, ETFs pull $769.5M weekly, corps stack sats. ...

Welcome back. Bitcoin marching back toward its all-time high. That was around 112,000 and were just 3K below that level right now.But when prices dropped back in April, some big buyers seem to have bought the dip. A new piece on. com looks at how for the third straight quarter, public companies bought more Bitcoin than ETFs did.So, will this be a lasting trend or is it just temporary fad boosting prices. Tana McKiel wrote that story. She joins me now.This is fascinating and I sympathize a little bit. I thin ...

Public companies bought more Bitcoin than ETFs for the past 3 quarters~131,000 BTC picked up by corporations in Q2 vs~111,000 BTC bought via ETFs https://t.co/rG45nG8bKs ...

We start with Tesla and Musk. I think you've articulated that you don't have exposure across the US, particularly to Tesla. Is that because of the role Musk plays or other things.Good morning and thank you for having me. No, that's not really defined. Specific are ETFs or in the quantum computing space.Right. And six G which is the next gen of communication really. So it's just that we don't happen to, you know, track the the space or that particular product within within those funds.But that being said, yo ...

Private Credit Market Overview - The private credit market is evolving and not a monolith, encompassing companies with revenue from $5 million to $1 billion [2][3] - The current private credit market is $1.7 trillion and is projected to reach $2.8 trillion by 2028, driven by a structural shift in lending away from traditional banks [4][6] - Growth is fueled by demand from smaller and mid-sized institutions, high net worth individuals, and private investors [7] Investment Strategies and Risk - Private credit strategies are evolving beyond senior-backed lending to include specialty finance and other specialized strategies [8][9] - Private credit can play a role in portfolios if investors work with competent advisors, but it is a relatively illiquid investment with less readily available information compared to public markets [12][13] - Concerns arise when retail-type strategies do not capture the illiquidity premium, emphasizing the need for prudent underwriting and good advisors [14] Fees and Returns - Retail investors, especially educated ones, prefer lower costs, similar to the trend observed in ETFs where lower expense ratios attract more flows [15][16] - Pricing for more commoditized private credit strategies may decrease over time, while strategies that capture alpha or excess return will command higher expense ratios [17] Market Segmentation - Focus is on direct lending to private companies in the $5 million to $150 million revenue range, noting different return characteristics and company behavior compared to the upper end of the private credit market [3][4] Retail Investor Participation - BlackRock is launching target funds for 401(k)s with a potential allocation of 5% to 20% to private credit [10] - It's crucial to ensure investors are compensated for the risk they take when considering private credit for retail investors and retirement accounts [11]

blackrock bought another 22,550 ETH yesterday. whales grabbed almost 1M ETH in a single day, biggest buy since 2018. ETFs crossed $4B total.ethereum processes more stablecoin volume than every other chain combined and generates $7.3B in annual feesand we're getting 6 second blocks in... 2026developers debating timeline tradeoffs for an upgrade that gets us to where solana was 4 years ago. bit digital raising $150M to go all in on ETH staking. new treasury companies planning $2B deployments.network hitting y ...

Investment Philosophy & Strategy - Investors need to define their objectives before investing, considering factors like major purchases, retirement savings, and risk tolerance [1] - Diversification is crucial, with a healthy balance of index funds and a portfolio of 5-10 individual stocks in distinct industries [1][3] - Flexibility is key; investors must be willing to sell if the original investment thesis is no longer valid due to changing business dynamics [3] - Emotional discipline is essential; investors should avoid destructive thought patterns like dwelling on missed opportunities ("would have, could have, should have") [5][6] Stock Evaluation & Market Dynamics - Homework is essential: Investors must understand a company's business model, revenue streams, and financial performance through SEC filings and conference calls [3] - The market is not always rational; stock prices can be influenced by factors beyond fundamentals, such as ETF flows and sector-wide sell-offs [8][9] - Investors should be skeptical of market narratives and focus on high-quality growth companies that can perform well in various economic conditions [15][16] Company Management & Communication - Believe company executives when they communicate business conditions, especially negative pre-announcements, and wait at least 30 days before buying the stock [6][8] - Honest and smart executives can provide valuable insights; for example, Jensen Wong of Nvidia provided an accurate outlook even when the stock was down [8] Portfolio Management - Consider a 2% position as a minimum threshold for individual stocks in a portfolio [18][19] - Reinvest dividends to take advantage of compounding [2]

Group 1 - Costco is favored by consumers for its value and frugality, attracting a loyal customer base [1] - The company offers a wide range of products, appealing to various consumer needs [1] Group 2 - iREIT® provides in-depth research on various investment vehicles including REITs, mREITs, and ETFs [2] - The iREIT® Tracker includes data on over 250 tickers, offering quality scores and buy/trim targets [2]