De 5 beste alfa-tweets die ik deze week heb gemarkeerd:
1. Crypto in 401k's Waarom crypto in 401k's groter nieuws is dan de ETF's.
Tom Dunleavy
Tom Dunleavy7 aug, 20:03
Crypto in 401ks is WAY WAY BIGGER news than the ETFs In the US, roughly 100 million Americans have a retirement investment vehicle known as a 401(k). Every 2 weeks, a portion of their paychecks are routed directly into purchasing a mixture of stocks and bonds. On autopilot. No discretion, just direct purchases based on their predefined allocations. Most Americans adjust these allocations annually, if at all. This is a HUGE driver of the equity market run and resilience over the past 20 years. A constant background bid for assets. In aggregate, this is ~$12T in assets with ~$50B of new capital flowing in every 2 weeks! At a 1% portfolio allocation to crypto brings $120B in new flows At a 3% portfolio allocation to crypto brings $360B in new flows At a 5% portfolio allocation to crypto brings $600B in new flows and these aren't one time flows. THEY KEEP BUYING ONCE ALLOCATIONS ARE SET. 401ks + DATs w/ at the money shelves put a ridiculous floor of crypto going forward and move the limit from the moon to jupiter. Strap in 🫡
2. Chainlink Reserve Chainlink heeft de schakelaar omgezet.
Zach Rynes | CLG
Zach Rynes | CLG7 aug, 21:11
NET IN: @chainlink heeft officieel het Chainlink Reserve 👀 gelanceerd Deze economische upgrade creëert een strategische LINK-reserve gefinancierd door onchain & offchain inkomsten Institutionele goedkeuring → protocol inkomsten → LINK-aankopen → Reserve Dit betekent dit voor $LINK 🧵👇
Bedankt aan alle schrijvers voor de inhoud. Zorg ervoor dat je ze allemaal volgt. Abonneer je gratis om dit elke week in je inbox te ontvangen.
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