Cash Rich | ETF Trends### There's plenty of money on the sidelines that could move into stocks---Content continues below advertisement---Investors keep on building their cash war chest.Assets in money market funds currently stand at $7.7 trillion—which equals roughly one-tenth of the size of the entire U.S. stock market—down just slightly from their all-time high of $7.8 trillion in early January (see the chart). Last year, money market fund assets swelled by $860 billion—even as the Fed cut a key short-ter ...

Core Viewpoint - The S&P 500 Index (SPX) has been trading within a narrow range, with significant price action indicating potential bullish sentiment despite recent underperformance in some high-weighted stocks [1][2][3]. Price Action and Market Behavior - The SPX has fluctuated between 6,780 and 6,920, with only eight full candles outside this range in the last 54 trading sessions since November 26 [1]. - Since the beginning of 2026, the trading range has tightened, with no full daily candles above 7,000 or below the 2025 year-end close of 6,845 [3]. - The current price action has been described as "boring" for large-cap index or ETF investors, while active stock investors have found opportunities due to stock dispersion [4][3]. Historical Context and Future Outlook - Historical data suggests that after similar choppy price action, a sustained breakout is likely within one to three months, typically favoring bullish outcomes [9]. - A table of historical stock returns indicates that, on average, positive returns are more likely one month to three months after such periods of range-bound trading [10]. Market Sentiment and Cash Flow - The current high level of cash in money market funds, amounting to $7.7 trillion, is not necessarily bullish, as it represents only about 12% of the combined market capitalization of stocks on the NYSE and Nasdaq [14][15]. - Despite rising stock prices, the percentage of cash relative to overall market capitalization has also increased, indicating ongoing skepticism among investors [16]. - The rising buy-to-open put/call volume ratio on SPX components suggests that active fund managers are reducing equity exposure, reflecting skepticism as the current range persists [17].

RT DeFi Andree (@DeFi_Andree)Tokenized funds are still growing, even while crypto bleeds.$17.1B market cap, from near zero in early 2023. Growth accelerated mid 2024 and never paused through a 46% BTC drawdown.Leaders- BUIDL $1.8B (@BlackRock)- USYC $1.7B (@circle)- syrupUSDC $1.7B (@maplefinance)- USTB $1.0B (@SuperstateInc)@BlackRock, @FTI_Global, Janus Henderson showing up is the signal. They are not buying volatility. They are adopting rails.24/7 settlement. Collateral composability. Less operational fr ...

Thank you both for being with us this uh this afternoon here. I'm going to start a little bit with you Joanna just about what the state of the market is like in your mind given the fact that we have a new Fed chair nominee. We have interest rates behaving somewhat well over the course of the last few weeks and even months at this point and a market that seems to be trying to figure out where the next step is going to be.What exactly do you make of all of this in confluence with each other, Joanna. Well, I t ...

BREAKING: Holders of tokenized funds are at an all-time high of 75k.Incl. money market funds, ETFs, and PE/VC funds. https://t.co/EF8DF39p2Z ...

JPMorgan is now tokenizing money market funds on Ethereumunusual_whales (@unusual_whales):BREAKING: JPMorgan, $JPM, starts tokenized money market fund on Ethereum, and to seed fund on Ethereum with $100 million internal capital, per WSJ ...

RWA Tokenization - Spiko Finance, a regulated tokenization platform with over $500 million in Assets Under Management (AUM), has adopted the Cross-Chain Token (CCT) standard [1] - The adoption aims to make Spiko Finance's money market funds natively transferable across blockchains [1] - Chainlink CCIP powers the cross-chain transferability of these Real World Asset (RWA) products [1] Cross-Chain Interoperability - This represents a significant advancement in enabling high-quality, yield-bearing RWA products to be natively cross-chain [1] - Chainlink's interoperability standard facilitates this cross-chain functionality [1]

Pruv is bringing Indonesian RWAs like local money market funds onchain across multiple networks including Avalanche, aiming to offer permissionless, compliant yield to everyday users.https://t.co/yXrLB1qh9o ...

Market Analysis & Cryptocurrency Trends - XRP shows significant weekly gains of 111%, outperforming Bitcoin (44%) and Ethereum (2%)[1] - Bitcoin needs to flip 116 thousand level with a daily candle close over it to confirm a bullish run, potentially retesting previous highs around 120 thousand plus [1] - XRP needs to break the midline at approximately $275 to potentially retest previous highs [1] - S&P 500 breaks above 6800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months [2] Capital Rotation & Liquidity - $74 trillion parked in money market funds earning 5%+, awaiting a Federal Reserve decision to trigger a capital reallocation event [10] - Potential for a 10% rotation from money market funds could unleash $740 billion into risk assets [11] - Historical patterns show that Fed cuts following large money market fund sizes have ignited tech bubbles, housing manias, and market rallies [12] - If 5% of money market funds rotates, $370 billion could flow into Bitcoin, potentially driving its price to $280 thousand - $350 thousand [14] Investment Strategy & Market Outlook - Crypto is expected to be the next sector to experience a surge, following rotations from gold and stocks [6] - The current environment is bullish for crypto, with potential for significant price action once the market wakes up [23] - Gold is potentially topped out, indicating a shift towards Bitcoin and crypto [18]

Market Analysis & Predictions - XRP shows significant weekly gains compared to Bitcoin and Ethereum, indicating potential bullish territory [1] - Bitcoin needs to flip 116,000 to confirm a bullish run, potentially retesting previous highs around 120,000 plus [1] - XRP needs to break $2.75 to retest previous highs, with caution around that level due to potential rejection [1] - The S&P 500 breaks above 6,800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months, signaling a bullish trend [2] - Gold is potentially topping out, with rotations expected from gold into stocks and then crypto [6][18] Money Market Funds & Liquidity - $7.4 trillion is parked in money market funds, waiting for Federal Reserve decisions to trigger a capital reallocation event [10] - Potential Fed cuts of 150-200 basis points could collapse money market fund income by $100-140 billion annually, driving reallocation [11] - Historical patterns show Fed cuts leading to market rallies (tech bubble in 1998, housing mania in 2003, general rally in 2009) [12] - A 5% rotation from money market funds could bring $370 billion into Bitcoin, potentially driving its price to $280,000-$350,000 [14] - Capital from money market funds is expected to flow into Bitcoin, Ethereum, and altcoins, pushing the entire crypto space higher [15] Crypto Market Sentiment - The crypto environment is bullish, but many are still in denial, awaiting significant price action to realize the potential [23][24] - Bitcoin dominance is expected to break down, leading to significant price multiples for assets like XRP [21]