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]

Investor Sentiment and Market Trends - Investopedia's investor sentiment survey reveals a shift from optimism to caution due to market volatility and economic uncertainty, with a recent slight increase in cautious optimism following a 90-day trade truce [3][4] - The survey indicates that investors are less trusting of capital markets due to uncertainty surrounding tariff policies and market sell-offs [8] - Consumer sentiment is as pessimistic as it has been since 1991, while inflation expectations are as high as they've been since 1981, despite actual inflation being at 23% [10][11] - Younger investors are more inclined to take risks in the current market, while older investors (60+) are in defensive mode, seeking to protect their capital [16][17] Investment Strategies and Asset Allocation - Approximately 22-23% of investors are prioritizing safety by allocating funds to high-yield savings accounts, CDs, and money market accounts [21] - There's increased diversification into index funds and ETFs, particularly the largest ones like QQQ, SPY, VTI, and VOO, as well as GLD (gold ETF) [21][22] - About 18% of investors are actively trying to "catch the bottom" by buying stocks that have been heavily impacted, such as Tesla, Nvidia, Palantir, AMD, Amazon, Apple, Robinhood, American Airlines, Ford, and Meta [22][23] - The importance of starting to invest early is highlighted, with an example showing that starting at age 25 instead of 35, with a 6% annual return, could result in $400,000 more over 40 years [42] Investopedia's Role and Strategy - Investopedia aims to provide practical, tactical solutions to investors' questions, focusing on "what now" rather than just providing simple answers, leveraging AI and other tools to enhance content and user experience [33][37][38] - Investopedia emphasizes educating investors about their options rather than providing stock picks, guiding them through "investing journeys" to diversify portfolios and take advantage of tax benefits [39][36] - A key misconception is that the economy and the stock market are not the same, and investors should focus on long-term asset ownership to build wealth [44][47]

Crypto is no longer just a niche experiment - it’s becoming a cornerstone of the global financial system. What was once ridiculed as a passing internet fad is now being embraced by corporations, governments, and everyday investors alike. From viral memecoins pulling in new users to institutional products like ETFs opening the door for Wall Street, the market is evolving fast. Recently, a report was published by Gemini that dives deep into these trends, offering a clear snapshot of where things are headed. S ...