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Boop.Fun leading the way with a new launchpad on Solana.
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.

7 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.

7 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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