There is 1-2 weeks more for $ETH of consolidation before it turns around.This turn-around is the signal for #Altcoins to continue outperforming. https://t.co/PY7JZcCOKV ...

Bitcoin has spent nearly half of the year, 172 days, above $100k.Very, very extended consolidation here; not typical of a cycle top. It spent 234 days consolidating last year before breaking out in mid-Q4.It's fair to think that Bitcoin's bull market hasn't started yet.Joe Consorti ⚡️ (@JoeConsorti):Bitcoin has spent 131 days above $100k since it first broke it, with 43 days spent above $110k.Last cycle, BTC only spent 39 days above $60k.This consolidation above $100k is extremely healthy relative to prior ...

Joining me now is Matt Stler, director of research at the American Economic Liberties Project and author of the book Goliath: The Hundred-Year- War Between Monopoly Power and Democracy. Matt, welcome to the show. It's good to have you here.Hey, thanks for having me. Matt, I'm I'm trying really hard to to make sure people understand this this connection that monopolies and corporate control and consolidation are all bad, but they're not just bad for the sake of being bad because your prices go up. They're ba ...

Core Insights - The wealth management industry is expected to experience significant consolidation, with an estimated 1,500 major transactions anticipated by the end of 2029, leading to about 20% of existing firms being acquired [2][4] - Analysts predict over 100 deals per year in wealth management through 2029, with estimates ranging from 120 to 150, excluding smaller transactions [4] - The total assets managed globally reached $135 trillion in 2024, marking a 13% year-over-year increase, while global financial wealth held by private households grew by 8% to $301 trillion [6] Industry Dynamics - The dealmaking activity in the registered investment advisor and asset management sectors, which began around 2020, is expected to intensify in the latter half of the decade [2] - The wealth and asset management industries may remain fragmented, but profitability is possible with a focused team and a limited client base, despite tighter revenue margins and rising costs due to technology and AI investments [3] - Clients in wealth management are increasingly seeking more comprehensive services, including multi- and single-family offices [3] Dealmaking Drivers - The consolidation in the industry is driven by four key factors: cutting costs through scale, expanding client segments and geographies, enhancing capabilities, and accessing capital for business funding [3] - A higher volume of dealmaking is anticipated among asset managers (60 to 90 deals per year) and alternative asset managers (80 to 120 deals per year) compared to previous years [5] - There is a decline in the number of new mutual fund or ETF managers annually, reflecting a broader trend in the industry [5]

Consolidation Trends - The asset management industry may experience a wave of consolidation due to pressure on the middle ground from the rise of ETFs, private markets, and AI spending [2] - The winner-takes-most dynamic seen in tech industries is extending to asset management, further driving consolidation [3] Private Markets Growth - There has been a 40% increase in semi-liquid funds, primarily aimed at wealthy individuals for private markets [3] - Private markets are considered one of the most exciting opportunities in asset management, particularly for wealthy individuals [4] - Bringing private markets into the 401k market is a potential long-term opportunity [4] High Net Worth Market - The growing number of wealthier individuals provides a secular tailwind for the private market [5] - Specialist credit vehicles are of significant interest, with traditional firms seeking to acquire access to specialist credit managers [6] - Partnerships are forming to offer private market ingredients to a more democratized level of clients [6] Evergreen Funds Performance - Large private market firms raised approximately 10% of their funds from wealthy individuals in the first half of last year, which has increased to 16.67% this year (1 in 6) [7] - Semi-liquid funds are identified as the single fastest-growing area within the asset management industry [7]

Market Trend - ETH (以太坊)自 2025 年 4 月反转以来，呈现明显的趋势模式 [1] - 行业预测第四季度将出现大规模上涨 (Parabolic Pump) [1] Investment Strategy - 目前的趋势被认为是 Q4 大规模上涨前的最后一次震仓 (Shakeout) [1] - 市场经历巩固 (Consolidation), 震仓 (Shakeout), 抛物线上涨 (Parabolic Pump) 三个阶段 [1]

Deals by European asset managers like BNP Paribas and Natixis show how the industry is consolidating to fight off US rivals Like BlackRock, JPMorgan and Vanguard https://t.co/V8jzbOeAqB https://t.co/e16Ymql4h6 ...

Deals by European asset managers like BNP Paribas and Natixis show how the industry is consolidating to fight off US rivals Like BlackRock, JPMorgan and Vanguard https://t.co/B1yzBvP5S9 ...

What is happening is there are new Chinese player coming in and they're going to capture a big market a big share of the automotive industry and then of course it gets crowded for the ones trying to fight about the 2/3 left for them and I think the ones who will lose out are the ones who are not transforming fast enough. If you try to stay and squeeze out use out of the lemon it will not work. they will have problem.Do you expect that consolidation to be brands from Europe, North America. Who are the brands ...

Data Centers & AI - Concerns exist about a potential bubble in data centers, especially after Oracle's results, due to customer concentration [1] - The industry is bullish on AI and data center growth in the US [2] Energy Sector Investment - The energy space is viewed as having mass potential for private equity investment in the next 5 to 10 years [2] - Private equity investment is focused on energy services and utility services, specifically improving the grid [4] - Energy demand is expected to double over the next 25 years [5] - Supply chain issues and a shortage of skilled technicians create opportunities in the private equity space [5] Utility Services Consolidation - Significant fragmentation exists among utility service providers, creating consolidation opportunities for private equity [5] - Consolidation focuses on service providers serving the utilities, driven by increased outsourcing due to a shortage of skilled technicians [8] - Investment is aimed at consolidating service providers to large utilities where massive growth is anticipated [9] Materials & Services - Private equity money is flowing across the entire ecosystem, including materials needed for building data centers [10] - Investment is also directed towards O&M (Operations & Maintenance) services [10]