Lucas (lucas79)

Title: ETF demand has been mostly retail-driven; institutional demand picking up. - The top 80 holders of Bitcoin ETFs include a diverse array of hedge funds, asset managers, and institutional investors such as Millennium Management LLC, Susquehanna International Group, Jane Street Group, and ARK Investment Management. The involvement of these financial heavyweights marks a significant milestone for cryptocurrency adoption, underscoring the growing acceptance of Bitcoin as a legitimate and valuable asset class.

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- Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S households continue to power the economy, or are we facing a slowdown? Dive into my research to uncover the answers. #ConsumerSpending #EconomicOutlook #InvestmentInsights

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Fun fact: BTC’s underperformance relative to equities on this bounce from the JPY carry trade panic lows shows that it still isn’t part of portfolio construction and isn’t getting any passive flows. Keep in mind that BTC got to $1 trillion+ without these flows, what happens when it gets 1..3…5%?

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Title: Record Debt Levels: What Does It Mean for Consumer Spending and the Economy? - Consumer debt has hit record highs, raising concerns about the future of U.S. spending and economic growth. As debt pressures grow, will U.S households continue to power the economy, or are we facing a slowdown? Dive into our research to uncover the answers. #ConsumerSpending #EconomicOutlook #InvestmentInsights

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