Institutional Investment
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X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒· 2025-09-17 22:24
there is an army of people trying to get you to be bearish herecalling 'cycle top' and trying to push you to sell your coins right after the first in a series of rate cuts in a very long timemeanwhile, Tether has minted over $10 billion in the past month leading into today's rate cutand Bank of America just released a report showing 67% of fund managers have ZERO exposure to crypto, 84% haven't started structural crypto investments, and the average crypto allocation across institutional investors is a measl ...
X @Bitcoin Archive
Bitcoin Archive· 2025-09-15 20:30
Institutional Bitcoin adoption has gone parabolic since 2024. 🚀 https://t.co/BxMExvzAxj ...
X @Polygon
Polygon· 2025-09-12 10:45
Polygon Labs x @cypher_capitalWe’re teaming up to expand institutional access to POL across the Middle East.The initiative channels long-term capital into the ecosystem, giving institutional investors exposure to POL while generating yield, growth and network security. https://t.co/ZQE6KZ7cVr ...
Institutions Are Snapping Up These 2 Financial Stocks—Should You?
MarketBeat· 2025-09-05 16:07
Institutional Investors and Market Trends - Institutional investors are increasingly focusing on finance stocks due to anticipated interest rate reductions later this year, suggesting a potential bullish trend in this sector [3][8] - Institutions are viewed as "smart money" due to their extensive resources and expertise, often leading the market ahead of retail investors [2][4] Charles Schwab - Charles Schwab has a significant client base exceeding 37 million and total client assets over $10 trillion, positioning it well to navigate lower interest margins through trading and asset management fees [10][14] - Institutional investors have purchased over $22.7 billion in Schwab shares in the past year, with a notable increase in buying activity, including inflows of $8.7 billion in Q1 [11][10] KKR & Co. Inc. - KKR specializes in alternative asset management and has gained interest from institutional investors due to its focus on private markets amid soft IPO and M&A conditions [15][16] - Over $12 billion in institutional capital has flowed into KKR shares in the last year, with $11 billion in the last three quarters alone, indicating strong institutional confidence [19][19]
X @mert | helius.dev
mert | helius.dev· 2025-08-28 22:29
RT Solana (@solana)The institutions are here.@0xMert_ on recent Solana institutional momentum 🏦 https://t.co/RjLtVoTY6C ...
Investor handpicked by Charlie Munger for China bets everything on one stock
Finbold· 2025-08-15 12:38
Core Viewpoint - Li Lu, an investor known as "the Chinese Warren Buffett," has made a significant investment in PDD Holdings, owning 4,608,000 shares valued at nearly $500 million as of June 30 [1] Group 1: Stock Performance - PDD Holdings stock price decreased by 1.62% on August 14, but saw a pre-market increase of 1.18% on August 15 [2] - The stock had a trading volume of 5,151,744 shares on August 14, below its average of 6,113,639 shares [4] - Over the past year, PDD shares traded between $87.11 and $155.67, with a current market capitalization of $159.79 billion [4] Group 2: Financial Results - PDD's latest quarterly earnings reported earnings per share (EPS) of $1.37, which was below the consensus estimate of $2.25 [4] - Revenue for the quarter was $13.18 billion, significantly lower than the projected $103.37 billion [4] Group 3: Institutional Activity - The National Bank of Canada reduced its stake in PDD by selling 785,691 shares, a decrease of 73.4% [5] - Hollencrest Capital Management initiated a new position worth $26,000, while other firms opened positions ranging from $204,000 to $218,000 [6] - 3G Capital increased its holdings in PDD by 41.7%, now owning 425,000 shares, while divesting from Amazon [6] - Institutional investors and hedge funds collectively hold 39.83% of PDD's outstanding shares [6] Group 4: Analyst Opinions - Benchmark lowered its target price for PDD from $160 to $128 but maintained a "Buy" rating [7] - JPMorgan reduced its target from $125 to $105, assigning a "Neutral" rating [7] - Jefferies set a target price of $121 with a "Buy" rating [7]
X @Ignas | DeFi
Ignas | DeFi· 2025-08-11 11:41
Crypto people around me are planning to sell.Some are already offloading, particularly those for whom it's their 3rd cycle.It's not just my environment: the retail vs large investor holdings chart shows that retail is selling to whales/institutions.Btw, similar picture applies for ETH and BTC.My worry: Will the buying power of institutions, DATs, and other whales offset the selling by the retail crowd?Or will they run out of steam?Ideally, it's a multiyear process and a steady price increase will shake out ...
X @The Block
The Block· 2025-08-10 17:19
Industry Trend - El Salvador's new bitcoin law signals a shift from retail adoption to institutional investment [1]
The Institutional Era Of Crypto
ARK Invest· 2025-07-25 13:15
Market Dynamics - The market is different now, more institutional-driven than retail-driven [1] - The biggest change from the last cycle is the spot ETF [1] - There are spot ETFs for major cryptocurrencies like Bitcoin and ETH [2] - Hybrid private fund ETFs exist for SOL and other assets [2] - The inflows into these assets are very large relative to their size [2]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-21 12:35
read more about it herehttps://t.co/orLHTt0EuXThe Ether Machine (@TheEtherMachine):We are The Ether Machine.Today we launch the largest public vehicle ever built to own and manage ETH with over $1.5B in committed capital.This is Ethereum’s institutional chapter.Not passive. Not synthetic. Not outsourced.⬇️ ...