Market Trends & Drivers - Bitcoin reached a new high above $123,000 [1] - Wall Street's attention is now fully on Bitcoin [2] - Record inflows into Bitcoin ETFs are driving the price increase, with BlackRock's fund reaching almost $90 billion in about a year, becoming a top 20 largest ETF in the world [2] - The expiration of options at the end of Q2 removed downward pressure on Bitcoin [3] - Short sellers being "blown out" as Bitcoin's price increased contributed to the price discovery phase [4] - Bitcoin has transitioned from a contrarian trade to a consensus trade, with ETFs, Bitcoin treasury companies, retail investors, and sovereign wealth funds all showing interest [6] Regulatory & Political Landscape - A friendlier administration and Congress are seen as helpful for Bitcoin [8] - The pending bills primarily address stablecoins and market structure rather than Bitcoin specifically [9] - Politicians are likely to lean into the crypto sector due to the interest of younger generations [14] Custody & Investment Strategies - Self-custody is a key part of Bitcoin's value proposition, but qualified custodians are necessary for regulated financial entities [16] - Public companies face different limitations than individuals regarding custody of Bitcoin [17]

Industry Trends - 4 Bitcoin (BTC) mining operations transitioned to Ethereum (ETH) staking this quarter [1] - Sony, Coinbase (CB), and Robinhood (RH) all announced Layer 2 (L2) solutions [1] Supply Dynamics - 155 thousand ETH were unstaked and moved to exchanges from miners [1] - Exchange Traded Funds (ETFs) absorbed 315 thousand ETH this week alone [1] - Total ETH absorption is running at 3330% (33.3x) of new issuance [1]

etfs buying 22x more btc daily than miners can produceexchange reserves down 77% since januaryonly 18k btc left on exchangessupply vacuum gets real when you're buying tomorrow's bitcoin today ...

Group 1 - The article emphasizes the uncertainty in investment forecasting, highlighting that predicting market movements is inherently challenging due to the fast-paced nature of the world [1] Group 2 - iREIT® offers comprehensive research services covering various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [2] - The iREIT® Tracker provides data on over 250 tickers, including quality scores, buy targets, and trim targets, enhancing investment decision-making [2] - A new Ratings Tracker called iREIT Buy Zone has been introduced to assist members in screening for value opportunities [2]

Market Trends & Investment Opportunities - Bitcoin hits a new record, potentially signaling the start of a longer bull run, driven by institutional demand and regulatory tailwinds [1] - Historically, July and the fourth quarter are strong periods for Bitcoin [1] - Bitcoin ETFs experienced their biggest day of inflows this year, exceeding $1 billion, marking the second-largest inflow day on record for ETH ETFs [3] - Circle IPO provided reasons for investors to be interested in crypto beyond Bitcoin's price, reducing perceived risk [5][6] - Tokenization, including stablecoins, has helped revive ETH, which is outperforming Bitcoin ahead of its 10-year anniversary [4] Financial Performance & Liquidation - Over $655 million in Bitcoin and short Bitcoin positions were liquidated in the past 24 hours [2] Macroeconomic Factors - The Fed meeting at the end of the month should be monitored as a potential macro catalyst [3] Regulatory Landscape - Congress is making headway on legislation, and the White House is supportive of crypto [5][6]

yes https://t.co/cotekCQnRWOndo Finance (@OndoFinance):RWAs are one the fastest-growing verticals in crypto.Tokenized stocks and ETFs are about to accelerate that growth. ...

ethereumtreasuries bought 200,000 ETH last 30 daysnet issuance only 57,000 ETHetfs hold 4.11m ETHsharplink 188,478 ETH ($490m)bit digital 100,603 ETH ($260m)112,000 ETH moved to staking yesterdaydemand running 4x supply ...

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. ...