"We’re going to get from 'because we can' to something much better. And, when that happens, the current $3-4 trillion in crypto assets .. will be dwarfed by the $200+ trillion in stocks and bonds that can come on-chain," says @pbrody.Opinion.https://t.co/Fikwgagq6A ...

Canada Pension Plan Investment Board returned 1% last quarter as the weak US dollar largely offset gains in stocks and energy assets https://t.co/l2mCJjG2mp ...

Market Overview & Investment Strategy - The current environment is considered favorable for investing in both stocks and bonds [1] - Potential for two or three rate cuts this year could cushion expected softness in the third and fourth quarters [2] - Equity markets, both public and private, are seen as having more value due to innovation and earnings growth potential [4] - The IPO market is perking up, with activity up approximately 21% year-over-year, and M&A activity up about 30% [5] IPO Market Dynamics - Average IPOs over $1 billion are up about 50-60%, indicating strength in companies that waited to go public [7] - Mispricing is occurring in the IPO market, suggesting strong demand for growth stories from both retail and institutional investors [9] - Clarity around tariffs and the Federal Reserve's actions, along with a US economy growing at nearly 2%, are contributing to IPO market success [10][11] Sector Opportunities - Financials are benefiting from capital market activity, with consumer spending showing 4-5% growth in credit card spending for July [11][12] - Industrials are expected to benefit from infrastructure spending incentives [13] - AI data centers are a significant opportunity, with companies like Edgecore scaling to meet the demand from hyperscalers [13][14]

What are some of the biggest narratives in crypto / stocks for the next 3 months? ...

Anything left unsaid, anything that we need to give extra emphasis to. Do you think when it comes to President Trump's criticism of Chair Powell and how this still sits in the market, I was wondering whether we get any clues from what happens at the short end of the U.S. Treasury curve as to how much Fed independence there is, I suppose how much the two moves on criticism from the White House. I think that's a great way to look at it in terms of like we did see the tear come lower but didn't completely coll ...

Everyone should own stocks. ...

Here are the best and worst performing #stocks in the S&P 500 year-to-date. #finance https://t.co/1STmS7pHCf ...

Senators Bill Cassidy and Tim Kaine proposed creating an additional fund for Social Security that would be invested in stocks and other investments in hopes of generating returns. https://t.co/HAAQJzeqhx ...

RT Nick Papagiorgio (@papagiorgioXBT)@blknoiz06 imo the argument for crypto over stocks is stocks are too close to the govt and when the debt bubble bursts you dont want to have assets that are within arms reach of the irs. crypto also has a larger number of potential buyers left ...

'is this crypto dip in the room with us right now?' https://t.co/1F1aoWQvSwUnipcs (aka 'Bonk Guy') 🎒 (@theunipcs):stocks ripping on new data while crypto dumpswhy do i feel we've been here done that before? 🤔️️️️️️fade!DIPS ARE FOR BUYING ...