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Bitcoin Hits New Highs: 6 Reasons Why the ETF Rally Could Continue
ZACKS· 2025-07-11 12:16
Bitcoin soared to a new all-time high on July 11, 2025, surpassing $117,000, driven by bullish momentum in risk assets. This rally mirrors the rise of tech giants like NVIDIA (NVDA) , which recently hit a $4 trillion valuation, highlighting Bitcoin's ongoing correlation with tech.As the Nasdaq Composite hit record levels and the S&P 500 followed closely behind, Bitcoin also benefitted from favorable policy signals and tightening supply. No wonder, Bitcoin-based exchange-traded fund iShares Bitcoin Trust ETF ...
阿根廷加入“买金”大潮
Hua Er Jie Jian Wen· 2025-06-12 00:33
曾经对美元近乎狂热的阿根廷人,如今正在改变其财富保值的方法——从钞票转向金条。 在阿根廷,黄金珠宝的价格约为每克114美元,买卖价差为10%至15%。一些购买可以分三期或六期免息付款,而银行提供高达30%的现金返还 ——这在仍在与两位数通胀作斗争的经济体中颇具吸引力。 报道称,阿根廷人每月最多可购买7200美元的黄金而无需披露资金来源,最近的一项政府法案旨在将这一上限提高到12000美元。 据彭博最新报道,阿根廷人正在经历一场投资心理的深刻转变。这个曾经是全球美元持有量最高的国家之一,如今正被黄金的魅力所征服。从实 物金条到交易所交易基金,阿根廷人正越来越多地将黄金视为替代性保值工具。 这一转变的核心驱动力在于美元不再提供过去那样的通胀对冲功能。美国持续的生活成本上涨,加上阿根廷总统哈维尔·米莱(Javier Milei)治下比 索的走强,已经削弱了美元的吸引力。对许多阿根廷人而言,美元现在仅仅是避险资产中的"次优选择"。 而该国外汇管制的放松成为这一趋势的催化剂。阿根廷人现在可以直接用比索购买黄金,甚至可以通过免息分期付款方式,完全绕过美元。 银行见证"淘金热",黄金ETF流入激增170% "这正在成为一种 ...
Brookfield Infrastructure Partners: My Favorite Income-Generating Inflation Hedge
Seeking Alpha· 2025-05-22 03:45
Group 1 - The article emphasizes the importance of inflation hedge investments in the current economic environment due to the escalating debt-interest-deficit situation faced by the US Treasury [1] - The Federal Reserve is expected to take actions in response to the ongoing economic challenges, particularly regarding inflation and interest rates [1] Group 2 - The author, Harrison, has been actively writing on Seeking Alpha since 2018 and has over a decade of market experience, particularly in private equity, real estate, and economic research [1] - Harrison's academic background includes financial econometrics, economic forecasting, and global monetary economics, which informs his analysis [1]
Billionaires Are Buying a BlackRock ETF That Wall Street Analysts Say May Soar 110% in 2025
The Motley Fool· 2025-05-06 08:01
Group 1: Bitcoin Price Forecasts - Gautam Chhugani and Geoff Kendrick predict Bitcoin will reach $200,000 by 2025, implying a 110% upside from its current price of $95,000 [2][4] - The price of Bitcoin is closely linked to demand, which is expected to rise as retail investors shift from gold to Bitcoin due to economic uncertainties [4] Group 2: Institutional Investment Trends - Several hedge fund billionaires increased their positions in the iShares Bitcoin Trust, with notable purchases including 6.3 million shares by Israel Englander (27% increase), 7.4 million shares by David Shaw (345% increase), and 3.6 million shares by Paul Tudor Jones (82% increase) [6][8] - The approval of spot Bitcoin ETFs by the SEC in January 2024 has led to rapid adoption by institutional investors, with the number of large asset managers holding Bitcoin exposure nearly doubling in the last two quarters [8] Group 3: Advantages of Spot Bitcoin ETFs - Spot Bitcoin ETFs like the iShares Bitcoin Trust simplify the investment process by eliminating the need for separate cryptocurrency exchange accounts and reducing transaction fees [9][10] - The iShares Bitcoin Trust has a low annual expense ratio of 0.25%, making it more cost-effective compared to traditional cryptocurrency transaction fees [10] Group 4: Bitcoin's Performance Comparison - Bitcoin has seen a price increase of 240% since May 2023, outperforming gold (45% increase) and the S&P 500 (40% increase) during the same period [11] - Despite its strong performance, Bitcoin remains the most volatile asset, with price drops exceeding 25% from record highs, contrasting with gold and the S&P 500's lower volatility [11]
3 Stocks in the S&P 500 Index Have Done the Unthinkable and Rocketed at Least 45% This Year Despite Trump's Tariffs
The Motley Fool· 2025-05-02 08:15
President Donald Trump's first 100 days proved tumultuous for the stock market. Trump instituted tariffs in his bid to bring more manufacturing jobs back to the U.S. and shake up global trade. The broader S&P 500 would go on to shed about 8% during that time period, the worst performance during a president's first 100 days since 1974.But not all stocks in the broader benchmark index have struggled. In fact, some have done quite well. Three, in particular, have done the unthinkable and blasted at least 45% t ...
This Company Just Bought $1.4 Billion of Bitcoin. Should You?
The Motley Fool· 2025-05-01 11:30
Strategy (MSTR -0.48%) just bought more than $1.4 billion of Bitcoin on April 28 (BTC 0.93%), and it isn't the first time. With such a purchase, the company is sending an unambiguous signal that it thinks the coin's value is going to continue increasing.But that doesn't mean you should follow in Strategy's footsteps blindly. Let's evaluate its approach and its rationale so that you will know whether it makes sense to invest in Bitcoin too, or if it would be better to allocate your capital elsewhere.Your fin ...
【寻找下一个“黄金”】避险资产新风口,5月布局指南!
Sou Hu Cai Jing· 2025-04-30 14:27
近期,全球资本市场犹如乘坐"过山车",美股科技股集体回调,A股市场震荡分化,美债收益率波动不 定……然而,在这一片动荡之中,日元、瑞士法郎等外币汇率却悄然走强,黄金价格更是突破历史高 位,直逼2400美元/盎司!当传统避险资产与新兴替代选项同台竞技,如何精准捕捉下一个"黄金机 会"? 全球政策转向下的"避风港"逻辑 国际环境剧变,催生了两大核心需求:抗通胀与对冲地缘风险。 黄金:在央行购金潮和去美元化浪潮的双重推动下,其硬核保值属性愈发凸显; 部分外币:日本加息预期推升日元价值,瑞士的中立国地位则为瑞郎增添了额外的安全保障; 另类资产:比特币ETF的获批、稀土资源战略价值的重估…… 关键点在于,避险资产需具备"低相关性+高流动性+抗衰减性"三大要素! 5月潜力候选:哪些资产在蓄力? 1、日元:低利率时代的"最后洼地" 4月比特币期货ETF通过审批,MicroStrategy等企业疯狂囤币,华尔街逐渐认可其抗通胀属性。长期 看,比特币可能分流黄金份额,但波动率仍是双刃剑! 4、稀土资源:技术博弈下的"战略筹码" 中国稀土出口配额收紧,美国重启采矿法案,供需缺口下镨钕氧化物价格飙升。这类"工业黄金"更适合 长线资 ...
Velcan Holdings: Annual Results 2024
Globenewswire· 2025-04-29 15:45
PRESS RELEASE Luxembourg, 29th April 2025 VELCAN HOLDINGS: ANNUAL RESULTS 2024 STRONG FINANCIAL RESULTS, STABLE TURNOVER OF THE RODEIO BONITO PLANT, NON-AUDITED KEY CONSOLIDATED FIGURES2024 2023 Var %Revenues (EUR m)3.02.9+2%EBITDA (EUR m)-5.61.8NA%Net Income (EUR m)11.2<td style="width:7.26%; ...
Gold Miners Ready for Breakout Amid Record High Prices
MarketBeat· 2025-04-28 11:21
Since October 2023, the spot price of gold is up about 75%. That outperformed most stocks at that time. But what most investors don’t realize is that if you go back 25 years, gold has climbed over 1,100% or nearly 12 times its price in 1999. And this isn’t the first time there’s been a gold rush. Since the world moved away from the gold standard in 1971, there have been about four different bull markets. According to economist and author Jim Rickards, gold rose 2,185% from 1971 to 1980, and 670% from 1999 t ...