Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]

From the Desk of Anthony Pompliano0:00 Should You Be Bullish Or Bearish Right Now?4:10 The United States Government Is Investing In Growth7:13 Businesses Now Hold More Bitcoin Than ETFs8:21 Is the Bitcoin 4-Year Cycle Over?Enjoy! https://t.co/p86nEHdxez ...

XRP Market Momentum & Demand - CME Group 的 XRP 期货交易量达到 397,000 份合约[1] - XRP 期货的名义交易额达到 183 亿美元，日均交易额约为 2.13 亿美元，相当于 60 亿枚 XRP [2] - 市场对现货 XRP ETF 的需求可能被低估，期货合约的强劲势头表明了市场对 XRP 的巨大需求 [2][3] DeFi & Staking on XRP Ledger - MXRP 是一种新的收益型流动性质押代币，旨在启动 XRP Ledger 上的 DeFi，为 XRP 持有者解锁高达 10% 的 APY [4][5] - MXRP 在不到 48 小时内成为 XRP Ledger 上的热门资金池，并迅速攀升至第五大资金池 [7] - 一位鲸鱼铸造了价值 8850 万美元的 300 万枚 MXRP，金库容量已达 96%，表明市场对 XRP 收益产品的强烈需求 [8] Institutional DeFi & Tokenization - XRP Ledger 已成为 RWA（Real World Assets）代币化的前 10 名区块链之一，稳定币交易量超过 10 亿美元 [20] - XRP Ledger 的机构 DeFi 路线图包括原生借贷协议和零知识证明，旨在满足机构在链上运营的需求 [21][22] - 机构 DeFi 正在成为现实，XRP Ledger 已巩固其作为全球机构参与者的可信开源结算层的地位 [19] Supply Shock & Future Value - 机构采用的升温可能导致 XRP 供应冲击，目前 Ripple 托管和流动性持有量已占供应量的近 444 亿枚 XRP [15][16] - Purpose ETF 持有 2960 万枚 XRP，3IIQ 持有 4500 万枚 XRP，表明机构对 XRP 的兴趣日益浓厚 [16] - 由于需求增加（包括机构参与、DeFi 锁定和流动性池），XRP 的供应量可能不足，导致价格大幅上涨 [30]

RT Ignas | DeFi (@DefiIgnas)The Changing Crypto OrderIn my new blog post I cover:• ETFs and the Great Rotation• Why not all tokens pump anymore• Stablecoins, DATs and RWAs• The end of 4-year cycle?Read it here: https://t.co/io4VNcDrbY ...

Crypto Treasuries Meet ETFs in Novel Offering Before SEC: https://t.co/S6iiQNKnnR ...

[Music] Gold just hit fresh highs and money is rushing into ETFs, but the true wild card is still asleep. If volatility wakes up, this move can shift into overdrive. And that's what we're talking about in today's stocks in translation.Let's begin now with a chart of gold going all the way back to 2019. And we can see that midway into 2020, gold had rallied to a fresh all-time high that topped $1,900 an ounce. But it would be another three years before gold would truly break out and rally again.But all of th ...

The Changing Crypto OrderIn my new blog post I cover:• ETFs and the Great Rotation• Why not all tokens pump anymore• Stablecoins, DATs and RWAs• The end of 4-year cycle?Read it here: https://t.co/io4VNcDrbY ...

For the traders, investors, and people who want a pulse on the market.@cmsholdings breaks the DAT trade down, new ETFs, stablecoin exposure ideas, revenue tokens, and general market direction on this episode.https://t.co/PGsw1W2wzQ ...

Heared $ASTER etfs coming ...

RT Jamie Coutts CMT (@Jamie1Coutts)ETFs and BTC TCs have driven this cycle, but the structural bid from TCs is slowing as mNAVs compress. The weight of this market now sits more with the ETF flows. Meanwhile, spot sovereign accumulation—harder to track—is the wild card. After a dismal early September, ETFs flipped bullish again—right on cue with tops and bottoms since launch (h/t to @caprioleio for the killer data).In my September @RealVision report, I expected a 25% correction after buying from these 2 coh ...