BitMine’s Ethereum hoard swells to 2.83 million ETH after accumulating $821 million in ether last week https://t.co/hWsfhVJxVd ...

Market Trends & Economic Outlook - The market seems to be shrugging off the shutdown and valuation concerns [1] - Two fundamental drivers for the economy are a tremendous capex tailwind from AI and the Fed's dovish stance [2] - The ISM (Institute for Supply Management) has been below 50 for 31 months, indicating manufacturing sector contraction [2][4] - A rise above 50 in ISM manufacturing would signal a return to expansion mode, benefiting financials, small caps, and the tech trade [5] - Seasonally, Q4 sees an average rise of about 5% since 1950 [8] - Investor sentiment is muted despite a 30% rally in stocks [10] Federal Reserve Policy - The Fed has been on hold for 9 months, providing a lifeline to the economy [2] - The Fed may need to be more dovish due to the government shutdown disrupting economic activity and weakening confidence [7][8] - Rate cuts by the Federal Reserve could boost the manufacturing sector [4] Investment Opportunities & Company Specifics - Financials are a pick due to the expectation of a dovish Fed and the potential for AI to be leveraged in the industry [11] - Financials may end up getting technology valuations, especially given blockchain [12] - Tether, valued at $500 billion or about 25 times earnings, demonstrates the cost reduction potential of building on the blockchain [13] - Tether has 300 employees, while JP Morgan has 313,000 employees [14] - Tether is valued at around $1.8 billion per employee, JP Morgan around $2.6 billion per employee [14]

What are option expiries in Bitcoin and Ether?https://t.co/US9MnhqhMI ...

RT BSCN (@BSCNews)💎 JAPAN'S FIRST $ETH TREASURY SECURES $180M IN FRESH FUNDING - Quantum Solutions, which plans to hold more than 100,000 Ether, received nearly $200 million in investment, including contributions from @ARKInvest... The impact could be massive ⬇️https://t.co/wCtlwua1BD ...

RT BSCN (@BSCNews)💎 JAPAN'S FIRST $ETH TREASURY SECURES $180M IN FRESH FUNDING - Quantum Solutions, which plans to hold more than 100,000 Ether, received nearly $200 million in investment, including contributions from @ARKInvest... The impact could be massive ⬇️https://t.co/wCtlwua1BD ...

RT Crypto.com Research & Insights (@cryptocom_rni)Crypto Market Pulse Weekly:📉 Ether exchange net flows (30DMA) hit the lowest since 2023📃 https://t.co/hb29mmurpq obtains CFTC margined derivatives licenses🤝 Exodus Movement selects https://t.co/hb29mmurpq Custody as digital asset custodianThe details 👇https://t.co/NgS9NAZ9RU ...

Market Outlook & Economic Policy - The market experienced gains for five consecutive months, defying seasonal expectations, driven by positive policy and macroeconomic factors [1] - Deregulation, particularly in crypto, and tax policy changes, including full expensing of manufacturing structures for three years, are expected to stimulate economic activity [2][3] - The effective corporate tax rate in the US is projected to be roughly 10% for the next three years, among the lowest globally, potentially leading to a productivity-driven economic boom [4][5] - The industry anticipates a shift from a rolling recession to a recovery and then a productivity-driven boom [5] Monetary Policy & Inflation - The fund's performance historically wasn't inversely correlated with interest rates [7] - Interest rates are expected to continue to decrease, and a productivity-driven boom could lead to surprisingly low inflation, potentially below 2% next year [8][9] Investment Strategies & Crypto - A barbell strategy is observed, combining equities to capitalize on lower interest rates and gold as a hedge against geopolitical uncertainty [12] - Stablecoins, particularly Tether and Circle, holding 90% of the market, are considered an important trade, providing access to the decentralized finance (DeFi) ecosystem [14][15] - The company has exposure to Bitcoin, Ether, and Solana, believing all three will play a significant role [18] - The company did not invest in Bitcoin debt, but did invest in Ether and Solana due to staking opportunities [19] ETF Dynamics & IPOs - Surges in share creations in the fund A1, ahead of IPOs like Klarna, are theorized as a strategy to gain exposure to IPO shares [23] - The company doesn't have the ability to reject trades from authorized participants, as market makers and authorized participants handle all the flows [27][28]

Market Trends & Regulatory Landscape - Digital currencies are rising, with Bitcoin climbing 35% to under $114,000, and Ether and Solana's SOL token climbing by about the same [2] - Swift is working to add a blockchain-based settlement solution, partnering with over 30 financial institutions to create a ledger for cross-border payments [4] - The Blockchain Association cautions against rolling back the Clarity Act, reaffirming support for the Genius Act, which establishes one-to-one reserves, federal supervision, and strict transparency for dollar-denominated stablecoins [6] - Security experts are asking lawmakers to re-examine parts of the Clarity Act over national security concerns, particularly regarding money laundering and sanctions evasion [9] - Regulatory acceptance of crypto in the US is a significant advancement, with the US aiming to position itself to foster crypto development [27][28] Company Specific News (E Toro & Orange BTC) - E Toro shares rose nearly 2% after announcing the launch of staking for US customers, allowing users to earn monthly rewards on ETH, ADA, and SOL holdings [2] - E Toro plans to expand its staking program to include more crypto assets in the future [3] - Orange BTC, a Bitcoin treasury company based in Latin America, purchased around $400 million in Bitcoin [11][16] - Orange BTC views Bitcoin as a hedging asset for Latin American investors to maintain purchasing power and savings growth, given the region's history of inflation and volatile capital markets [18] - Orange BTC believes the treasury model is a better model and can provide education to help people understand the asset and decide how to use it within their portfolios [21][22]

Market Trends - Bitcoin and Ether are predicted to potentially make a 'monster move' in the next 3 months [1] - Memecoins surge in September, leading to a daily volume exceeding $1 Billion [1] Cryptocurrency Supply - Bitcoin's illiquid supply could reach 8.3 Million by 2032 [1] Regulatory and Investment Products - Bitwise files S-1 application for an Avalanche ETF (Exchange Traded Fund) [1] Company Initiatives - American Express is offering NFT (Non-Fungible Token) passport stamps for travelers [1]

Group 1 - The article discusses the iShares Ethereum Trust ETF (NASDAQ: ETHA), which is designed to track the performance of Ethereum [1] - The focus is on identifying high-quality companies with strong balance sheets and shareholder-friendly policies [1] - The investment approach is long-only with a long-term focus, utilizing both quantitative and qualitative measures [1]