Lucas (lucas79)

- Corporations purchased 95,431 BTC in Q1 2025, bringing total corporate Bitcoin holdings to 688K.

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Retails are very FOMO with U.S Stocks Market. Everybody don't panic sell and not want do that. Be patience.

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Thread: U.S GENIUS Act (S. 394) – Implications and Investment Opportunities Now - GENIUS will likely formalise a “G3” of regulated issuers (Circle/PayPal, top‑6 U.S. banks, Paxos white‑labels) that can deliver programmable, insured‑grade dollars worldwide. Passing the bill is a step‑function moment for dollar‑stable liquidity, pushing the entire crypto complex closer to traditional capital‑market scale while reinforcing the USD’s digital dominance. - The biggest immediate trades: - Long on‑shore stablecoin issuers vs. offshore (USDC > USDT pairs). - Long front‑end Treasury‑bill demands beneficiaries (SGOV, BIL) on reserve uptake. - Allocate to on‑chain Treasury and repo protocols ahead of explosive collateral growth.

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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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