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Why I Believe September Will Be HUGE For Stocks, Bitcoin, And Gold
From The Desk Of Anthony Pompliano· 2025-09-03 21:00
Market Analysis & Investment Strategy - The report suggests that September could be an up month for stocks and Bitcoin, contrary to historical trends, based on factors like lower entry prices, anticipated rate cuts, and oversold market sentiment [1][3][5][8] - The analysis indicates a 75% confidence level in this potential upward trend for September [8] - The report highlights the potential for mispriced opportunities when market sentiment is heavily skewed in one direction [10] Economic Outlook & Capitalism - The report emphasizes the strength of the American capitalist system, citing its ability to foster competition, incentivize risk-taking, and drive economic growth [11][12][13][14][19] - The report references a $1.1 trillion in M&A activity announced since June, including nearly $300 billion in August, marking the busiest summer since 2021 [19] - The report points out that the S&P 500 has increased by 29% in the last 100 trading days, a rare occurrence since 1950 [18] Saquon Barkley's Investment Portfolio - Saquon Barkley allocated $10 million of endorsement income into Bitcoin at a price of $32,000, which is now worth approximately $34 million [20] - Saquon Barkley typically invests between $250,000 and $500,000 per startup [25] - Saquon Barkley's investment strategy involves a direct approach to founders, driven by curiosity and a desire to understand their mission and values [22][23][24][25]
X @Messari
Messari· 2025-09-02 14:05
💬 Investor ConversationsCut through the noise.We’ve added a curated feed of tweets from leading VCs and angels so you can track the conversations shaping the next big moves, in real time. https://t.co/79Au0prR6f ...
X @Messari
Messari· 2025-09-02 13:58
💬 Investor ConversationsCut through the noise.We’ve added a curated feed of tweets from leading VCs and angels so you can track the conversations shaping the next big moves, in real time. https://t.co/oGGRnuqAe8 ...
X @TechCrunch
TechCrunch· 2025-09-02 03:32
Eight U.S. and Indian VC and PE giants are teaming up to fuel India's deep tech boom. https://t.co/TbNcFVblWm ...
X @Michaël van de Poppe
Michaël van de Poppe· 2025-08-30 09:00
In our venture capital @MNCapital_vc, we've decided to invest into @Acurast, and we think it's a highly promising #DePIN protocol.Why?Read the article here:MN Capital (@MNCapital_vc):Our thoughts on the compute landscape and the role we see here for @Acurast (disclaimer: we're proud investors)! ...