🐦트위터 코인정보 (주요인물) – Telegram
🐦트위터 코인정보 (주요인물)
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본채널 @coingram_ch, 문의 @coingram_adm
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📬 #Ki_Young_Ju 🔹🔹🔹🔹

Bitcoin is not pumpable right now.

In 2024, $10B in cash could create $26B in BTC book value. In 2025, $308B flowed in, yet the market cap fell $98B. Selling pressure is too heavy for any multiplier effect.

MSTR and DATs won't work until it becomes pumpable again.

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

I asked ⁦ @Matt_Hougan ⁩ on [#ETF] IQ today about my one (slight) worry re Bitcoin which is are OGs still into it(bc clearly the [#ETF]s and MSTR are), or are they cashing out bc they don’t like that it’s mainstream a la how kids left Facebook when their parents joined? His answer:

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

“It’s a whole lotta nothing.. more news headline than anything else.. we have a huge client base overseas and all I’m seeing is interest in US bonds” - JPMorgan’s global head of global fixed income on [#ETF] IQ re ‘China curbing U.S. debt’ story and the “Sell America” narrative

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Vanguard has already taken in $70b in [#ETF] flows to start year, that's nearly $3b a day and more than all but 3 issuers took in last year. If VOO alone were an issuer it would be in 3rd place with $23b. Permanent beast mode.

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

The Vatican is launching a couple indexes.. w help from Morningstar, tilted towards catholic values. Meta and Amazon top holdings. Wonder if they'll launch an accompanying [#ETF].

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📬 #Eric_Balchunas 🔹🔹🔹🔹
🚩 [#ETF]

Here's another case of that thing where an issuer closes [#ETF] just bf its day in the sun, BlackRock's Frontier Market [#ETF] is up 52% since it closed it last year. This happens regularly in [#ETF] market, and a reminder of how it's always darkest bf dawn. Maybe we'll see someone else 더 보기

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