News with the tag "WGMI"

Summary WGMI offers indirect Bitcoin exposure through companies focused on mining and related services. If we look at its top three holdings (CORZ, IREN, and CIFR), they make up over 42% of its assets. WGMI also has a high expense ratio of 0.75%, which doesn’t seem justified. In fact, it has signifi...

Summary Once riding high on Bitcoin ETF approvals, institutional interest, and political optimism, the crypto market has suffered an $800 billion wipeout, record ETF outflows, and a sharp decline in investor confidence. Hopes for a crypto-friendly Trump administration have faded, with little regulat...

Summary TLT is a proxy for long-term US Treasury bonds. How many stories have you read about ballooning US government deficits, the potential for President Trump’s tariffs to drive inflation higher? Yet, bond prices are going up and bond yields are going down. Many analysts have said Trump’s lighter...

Summary Senator Cynthia Lummis’s leadership of the Senate Banking Subcommittee on Digital Assets marks a pivotal shift in U.S. financial policy, signaling Washington’s commitment to integrating cryptocurrency and blockchain into the mainstream economy. The SEC's formation of a new digital asset task...

Summary We have reached the "Fartcoin" stage of the market cycle - Fartcoin is only the latest memecoin; there have been other memecoins before. We have thought quite a bit about cryptocurrencies, and for the most part, they resemble collectibles. We are leaving the Fartcoin stage of the market and ...

Summary The release of DeepSeek-R1 has disrupted Wall Street, challenging the dominance of US-based AI firms with its top rankings in app stores. DeepSeek's development cost was reportedly under $6 million, raising concerns about the competitive edge of US tech firms and future capex on AI LLMs. WGM...

More on Bitcoin USD: The Difference Between Bitcoin And Gold ETF Flows In The First Year Is Incredible Bitcoin: Maturing Cycle Is Creating Downside Risk Strong Earnings And Easing Inflation Propel Market Higher Year To Date SEC forms crypto task force to draft framework for crypto regulations Bitcoi...

Summary Trump's presidency could bring significant regulatory changes. Key appointments, such as the newly appointed SEC Chair Paul Atkins, known for his deregulatory stance, may end the "regulation by enforcement" era. Policies like SAB 121 - which restricts banks from holding crypto assets off-bal...

Summary The S&P 500 had a 2.39% return in Q4, outperforming bonds, with large caps and growth stocks leading over small caps and value stocks. Bitcoin is viewed as a compelling value opportunity due to its stable creation process, first-mover advantage, and low correlation with traditional markets. ...

More on Bitcoin USD Bitcoin: Listen To The Market! An Unprecedented Year Ahead Bitcoin: One Indicator Signals Rocky Start To 2025 Why The 60/40 Portfolio Needs Bitcoin In Today's Market Vivek Ramaswamy's Strive files for bitcoin bond ETF, focusing on MicroStrategy Bitcoin ETF observes record $332M i...