Live for FOMO HOUR talking markets, BNB SZN, Polymarket's $2B raise & a lot morehttps://t.co/UOpn83iIkR ...

All right. So, just a lot going on in the world, Amy. Just a lot going on.Government shutdown. We mentioned tariffs and everything else. But the VIX has really been kind of muted.It's been muted like well below the highs of earlier this year when you first got those tariff announcements. So, I want to ask you when in the options market, isn't this the play to own the VIX. Whether you it's calls or puts or inverse.I mean, isn't that the place to be. Because what are the chance the volatility stays the same g ...

Core Insights - Institutional adoption of crypto has gained momentum following the U.S. approval of spot Bitcoin ETFs in January 2024, leading to discussions on asset allocation strategies [1] - The debate centers around whether large investors should allocate more than 5% of their assets under management to crypto, with allocations above the pre-2025 standard risk-adjusted threshold of 1-5% seen as a significant win for Bitcoin [1] Group 1: Institutional Behavior - Institutions are increasingly considering allocations above the 5% threshold due to a mix of structural factors such as ETFs, custody solutions, and evolving accounting standards, alongside market sentiment [2] - The competitive fear of missing out (FOMO) is driving this shift, as no Chief Investment Officer (CIO) wants to be left behind by peers [3] Group 2: Diversification and Risk - While crypto assets may show high correlation with equities during downturns, they are still viewed as a means to diversify return streams over the long term, with allocations beyond 5% focusing on capturing uncorrelated sources of long-term alpha [4] - Critics argue that institutions may confuse speculative growth potential with sustainable long-term value, but the current investment landscape includes regulated ETFs and infrastructure developments that support long-term market evolution [5] Group 3: Market Dynamics - The return distributions of crypto assets differ from traditional assets, influenced by factors such as adoption cycles, technological innovation, and monetary dynamics [6] - Institutions are exploring tactical flexibility through yield strategies, lending, and derivatives, indicating a more sophisticated approach to crypto investments [6]

So, even with a quiet day for the broader markets, is this momentum trade going to power the rally into year end. Guy, >> well, I will tell you, Tim Seymour has been talking about the semis and the importance of it. I'll say this, you know, today was a day where the market reversed, I don't know, noonish or so.S&Ps were trading lower. It made a new all-time high. You have this government shutdown.You have all these things in terms of valuations extended. Today was a day where the market could have really gi ...

Market Overview - The market showed resilience despite a government shutdown and extended valuations, with momentum driving the rally [1][2][10] - There is a sense of urgency among investors to allocate funds, leading to strong market performance [3][11] Sector Performance - The semiconductor sector is highlighted as crucial, with discussions around its importance in the current market dynamics [1][4] - Recent IPOs, particularly in the crypto space, have experienced significant gains, indicating a strong interest in digital assets [7][8] Company Insights - OpenAI has reached a valuation of $500 billion, becoming the largest private company globally, with insiders selling $6.6 billion in shares [8][12][14] - The performance of tech companies like Meta and Microsoft has been noted, with their stock prices not reflecting contract announcements immediately [5][6] Investment Trends - There is a growing trend of employees at tech startups being able to sell shares during high valuations, which contrasts with past cycles where such opportunities were limited [13][15] - The current market environment is drawing comparisons to the tech bubble of the late 1990s, with a notable sense of FOMO (Fear of Missing Out) among investors [7][8]

Live for FOMO HOUR talking markets, crypto sustained rally, stocks ATH, BIRB token, Polymarket US and a lot morehttps://t.co/60wEbwcyPC ...

Live for FOMO HOUR talking markets, crypto rally, ASTER, Hypurr, XPL, memes, PNKSTR and a lot morehttps://t.co/7K0db2hZz2 ...

😱 Fear waves provoke FOMO. Will you jump or hold your ground? ...

RT BSCN (@BSCNews)The $ASTER FOMO is real... but is it worth the Hype? https://t.co/TrSjYm5DvD ...

FUD to FOMO. 🔄 https://t.co/q80EgC5wuh ...