finance

finance

Finance in all its forms 🌷

Ben - [C/x] pfp

Schiller has a slightly different take on how expensive public markets are right now. TL;DR - it’s expensive, but not quite dotcom expensive

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bennet pfp

ETH ETFs have had net negative flows FT: Can a crypto ETF die of apathy? https://on.ft.com/3XQ2vba

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Ben - [C/x] pfp

Private markets’ illiquidity premium has historically driven investor appetite, but with new, earlier liquidity routes than IPO and unprecedented competition for assets, I expect the return profile will shift significantly. Question is, where will money flow next in search of higher returns? Supporting data in article: https://www.reuters.com/business/finance/blackrock-hits-record-high-115-trillion-assets-market-rally-etf-boost-2024-10-11/ My bet: digital assets.

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Ben - [C/x] pfp

This IMF report on global public debt is a crypto rallying cry. I don’t see how this debt trajectory changes. Mainstream crypto adoption is inevitable. https://www.imf.org/en/Publications/FM/Issues/2024/10/23/fiscal-monitor-october-2024

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Ben - [C/x] pfp

I'm currently frustrated with the global monetary system. If you want to convert someone to crypto, just have them try to pay someone internationally, from the United States. Then do it via Coinbase. Let them see the difference. It's a no-brainer.

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Ben - [C/x] pfp

PSA: if I don’t know you and you want to be a member of a channel I help mod, please share an answer to the below when you DC. Let’s hold ourselves to a high standard and PoW; this isn’t CT. 🫡

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Erik pfp

reality is adding crypto to a traditional portfolio has led to materially higher returns, and it’s done so on a risk adjusted basis hard to fathom any “professional” taking an active stance against it at this point tbh

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Giuliano Giacaglia pfp

Giuliano Giacaglia

Global M2 is already going up….

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Ed O'Shaughnessy pfp

Ed O'Shaughnessy

https://elmwealth.com/crystal-ball-challenge/

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Giuliano Giacaglia pfp

Giuliano Giacaglia

All exits of VC funded startup remain depressed!

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Giuliano Giacaglia pfp

Giuliano Giacaglia

Even if there is a recession, it seems like a good time to get into crypto/bitcoin given that global M2 is going up and rates started to go down. We will see how it turns out but will keep watching!

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Giuliano Giacaglia pfp

Giuliano Giacaglia

Revenue growth of OpenAI since the release of ChatGPT is insane!

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Giuliano Giacaglia pfp

Giuliano Giacaglia

Gold is up 30% on the year to $2662. This is gold's best YTD performance this century!

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Giuliano Giacaglia pfp

Giuliano Giacaglia

India’s gold imports rose to $10.06 billion in August, a new all-time high. This is the equivalent of 131 tonnes of gold, the 6th-highest monthly volume on record! 📈📈📈

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Erik pfp

we’re comin for it all 😏

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