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Bitcoin spot ETF inflows hit $731M, the largest single inflow day since January "Usually when we're talking about what's signal and what's noise we don't talk too deeply about the daily ETF inflows and outflows because it generally gets washed away in the news cycle, but when you have...

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The Wolf Of All Streets

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26,100 Aufrufe • vor 18 Tagen •via X (Twitter)

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Profilbild von David Michael
David Michaelvor 18 Tagen

One strong jobs report and suddenly $731M of institutional money is stampeding into bitcoin. That's the largest day since January. When the good news is the only reason you're buying, you're not an investor, you're a weather vane.

Profilbild von mzKarmel · fireply.ai
mzKarmel · fireply.aivor 18 Tagen

weeks removed from the bond catalyst and flows still climbing is the only part that actually separates this from a headline pump

Profilbild von E N Z O ̆̈
E N Z O ̆̈vor 18 Tagen

That's a great sign for Bitcoin.

Profilbild von DigitalAssetBuzz 🔶
DigitalAssetBuzz 🔶vor 18 Tagen

$731M in one day is more than noise. When institutional demand broadens beyond BlackRock into six other funds, it suggests the move has real depth. The question now is whether these inflows are chasing Bitcoin’s momentum—or quietly creating the next leg higher?

Profilbild von David Arnal
David Arnalvor 18 Tagen

The key signal isn’t the $731M headline—it’s persistence after the initial catalyst. If inflows keep rising while BTC consolidates, that suggests allocation demand rather than short-term momentum chasing.

Profilbild von Mei Yi Xing
Mei Yi Xingvor 18 Tagen

are we seeing genuine demand or just front‑running anticipated Fed pivots?

Profilbild von Cryptic
Crypticvor 18 Tagen

Big day for BTC

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Bloomberg's James Seyffart says the ColdCard hack triggered the latest Bitcoin ETF inflows "Things are looking good right now for the Bitcoin ETFs. But we're still below the all-time cumulative inflows that we peaked at in October of last year." "There was a bout of inflows that happened in late spring into early May, and then July, June, late May was a nightmare. And right now we're back at like all-time. Things are humming along basically since August 17th." "Ironically, it started coming in right after the Cold Card hack. So I think money started pouring in because some of that was people going, 'All right, I need to get my money off these Cold Cards, where do I put it?'" "And I'm sure some of them put it on an exchange. Some people bought the Bitcoin ETFs because they're like, this is the way, I'm just going to get exposure from now on." "And it's kind of continued for the most part, and we've seen some serious inflows into the ETFs."
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Bloomberg's James Seyffart says the ColdCard hack triggered the latest Bitcoin ETF inflows "Things are looking good right now for the Bitcoin ETFs. But we're still below the all-time cumulative inflows that we peaked at in October of last year." "There was a bout of inflows that happened in late spring into early May, and then July, June, late May was a nightmare. And right now we're back at like all-time. Things are humming along basically since August 17th." "Ironically, it started coming in right after the Cold Card hack. So I think money started pouring in because some of that was people going, 'All right, I need to get my money off these Cold Cards, where do I put it?'" "And I'm sure some of them put it on an exchange. Some people bought the Bitcoin ETFs because they're like, this is the way, I'm just going to get exposure from now on." "And it's kind of continued for the most part, and we've seen some serious inflows into the ETFs."

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Still good, but worse... Spot $LINK ETFs see $8.29M net inflows in May. Spot Chainlink ETFs just posted their worst month of net inflows since launching late last year. Monthly inflows of $8.29M are still impressive, but less than any month the products have seen so far. The news should be tempered by the fact that spot $LINK ETFs still haven't seen a single day of net outflows and hold 1.69% of the asset's current supply.
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Still good, but worse... Spot $LINK ETFs see $8.29M net inflows in May. Spot Chainlink ETFs just posted their worst month of net inflows since launching late last year. Monthly inflows of $8.29M are still impressive, but less than any month the products have seen so far. The news should be tempered by the fact that spot $LINK ETFs still haven't seen a single day of net outflows and hold 1.69% of the asset's current supply.

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Ran Neuner on Wall Street rotating its money from AI into Bitcoin and gold "Now what's interesting here is it did start off with a short squeeze. But as soon as the price goes up, specifically because of the AI trade being overtraded, the market's like, oh my goodness, we're underexposed to this thing called Bitcoin. You can kind of see it if you look at the ETF numbers." "Ever since that happened, the pump happened August 18th, 19th, every single day on Bitcoin has been a positive inflow. We've taken in about three, three and a half billion dollars on Bitcoin. I think ETH is a pretty similar story." "Wall Street is pretty much realising that they're underexposed to this asset class that they haven't followed for so long, and that the AI trade is getting rather heated. There's been a slight move from one to the other." "Eric Balchunas tweeted a chart showing the inflows from GLD and Bitcoin and IBIT, more money flowing into gold and Bitcoin, and less happening in AI. The semiconductor one dropped, and the gold and IBIT one actually went up in the rankings."
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Ran Neuner on Wall Street rotating its money from AI into Bitcoin and gold "Now what's interesting here is it did start off with a short squeeze. But as soon as the price goes up, specifically because of the AI trade being overtraded, the market's like, oh my goodness, we're underexposed to this thing called Bitcoin. You can kind of see it if you look at the ETF numbers." "Ever since that happened, the pump happened August 18th, 19th, every single day on Bitcoin has been a positive inflow. We've taken in about three, three and a half billion dollars on Bitcoin. I think ETH is a pretty similar story." "Wall Street is pretty much realising that they're underexposed to this asset class that they haven't followed for so long, and that the AI trade is getting rather heated. There's been a slight move from one to the other." "Eric Balchunas tweeted a chart showing the inflows from GLD and Bitcoin and IBIT, more money flowing into gold and Bitcoin, and less happening in AI. The semiconductor one dropped, and the gold and IBIT one actually went up in the rankings."

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How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years In this episode, Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, discussed the performance of #Bitcoin ETFs since their launch two months ago. Balchunas noted that the ETFs’ performance exceeded his expectations, with a faster and more intense “second wind” than anticipated. He attributed this to a combination of asset managers buying in, retail interest, and the “ETF effect” where the knowledge of incoming flows encourages non-ETF investors to buy. Balchunas also predicted that BlackRock’s Bitcoin ETF would likely be the most successful of the nine new spot Bitcoin ETFs, while also doubting that any of the smaller issuers would bow out. He also discussed the potential for spot Ether ETFs, but was less optimistic about their success compared to Bitcoin ETFs. Timestamps: 00:00 Introduction 01:35 Bitcoin ETF performance in the first weeks 10:38 Bitcoin's rally to all-time highs 15:15 BlackRock: the winner? 18:14 When options will be approved 19:01 In-kind redemptions 19:55 Outflows from GBTC 22:36 Ether ETFs won't have as much demand? 27:01 Approval of ETH ETFs 36:36 Short-term projection for bitcoin 38:23 Long-term inflows in the ETFs 44:23 Weekly recap
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BOOOM!🚨🚨🚨 $XRP SPOT ETF INFLOWS OUTPERFORMED BITCOIN AND ETHEREUM FOR FOUR STRAIGHT WEEKS. While both bled billions. The divergence is now impossible to dismiss. Four consecutive weeks. $XRP green every single one. Bitcoin hemorrhaging over $5 billion across the same window. Ethereum bled over $800 million. The combined outflows from BTC and ETH: approximately $5.8 BILLION. In four weeks. During the same period, $100+ million flowed INTO XRP. Yes, XRP inflows cooled from $60M to $2.6M. The pace slowed. But it never turned red. Not once. Through four weeks of the most aggressive institutional capital exit from the two largest crypto assets in ETF history. That distinction matters more than most people realize. Slowing inflows during market-wide de-risking means the buyers getting in are conviction holders. Not momentum chasers. Not speculative capital. Allocators who evaluated the thesis and decided to hold or add exposure while the rest of the market ran. Bitcoin: aggressive capital exit accelerating weekly. Ethereum: sustained consistent bleeding. XRP: cooling but still positive. Still absorbing. Still green. The market is treating XRP fundamentally different from every other crypto asset right now. The ETF flow data across four weeks proves it with numbers that don't require interpretation. When the cycle turns, the asset that attracted capital during maximum fear leads the recovery. That asset is $XRP.
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Bitcoin ETFs saw their biggest weekly inflow in 10 months "The fact that Bitcoin started pushing towards 80 was not just because shorts were being liquidated. That was not a leverage squeeze at all. What we can now see is that a big part of it was Bitcoin ETFs having their biggest weekly inflow in 10 months during the rally" "Bitcoin ETFs attracted $1.92 billion in the week. Ether ETFs added another $697 million, which is a very large number" "I had Alex Thorn from Galaxy on Macro Monday this morning, and he pointed out that this was effectively the most volume we've seen on Bitcoin ETFs since the all time high for Bitcoin in price and for ETFs back in October" "So that cannot be ignored. People buying ETFs is not part of a short squeeze. It is general belief that the bottom is likely in, and this is the time to re-enter the asset class"

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Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."

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Hopefully this is the start of something big for Chainlink... Spot Chainlink ETFs saw their first day of net inflows since late May on June 5, attracting +131k. Flows have certainly been muted for spot $LINK ETFs in recent weeks, but this doesn't tarnish the fact that the products have still not seen a SINGLE DAY of net outflows...
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Hopefully this is the start of something big for Chainlink... Spot Chainlink ETFs saw their first day of net inflows since late May on June 5, attracting +131k. Flows have certainly been muted for spot $LINK ETFs in recent weeks, but this doesn't tarnish the fact that the products have still not seen a SINGLE DAY of net outflows...

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Bloomberg's Eric Balchunas estimates 2 to 3% of $IBIT inflows come from self custody "I would say maybe 2 or 3% of BlackRock's inflows are from that, but that's a pretty good number because it sees a lot of inflows. It's a big number still, and I think that number could grow over time." "If you are somebody who uses Bitcoin for the censorship resistance, you cannot do this, you have to stay on the network." "But if you're just using it for the debasement resistance, the ETF is a very compelling way to store your money versus even a wallet at this point. So that's where they're getting some people." "But the diehard Bitcoiners, I just don't see them doing this."
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Bloomberg's Eric Balchunas estimates 2 to 3% of $IBIT inflows come from self custody "I would say maybe 2 or 3% of BlackRock's inflows are from that, but that's a pretty good number because it sees a lot of inflows. It's a big number still, and I think that number could grow over time." "If you are somebody who uses Bitcoin for the censorship resistance, you cannot do this, you have to stay on the network." "But if you're just using it for the debasement resistance, the ETF is a very compelling way to store your money versus even a wallet at this point. So that's where they're getting some people." "But the diehard Bitcoiners, I just don't see them doing this."

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"It felt like ETF investors threw in the towel at the start of Q2 and really sold aggressively. That seems to have turned in the last week or two" Matt Hougan, Bitwise CIO, on the ETF selloff and the early signs it's finally turning "Broadly we've seen massive outflows from ETF products over the past few months. The outflows really started in earnest at the start of Q2. Before that we'd see mixed inflows and outflows, it felt like a pretty normal market" "I think we may be into a new part of the market. But make no mistake, Q2 was awful for ETF land"
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"It felt like ETF investors threw in the towel at the start of Q2 and really sold aggressively. That seems to have turned in the last week or two" Matt Hougan, Bitwise CIO, on the ETF selloff and the early signs it's finally turning "Broadly we've seen massive outflows from ETF products over the past few months. The outflows really started in earnest at the start of Q2. Before that we'd see mixed inflows and outflows, it felt like a pretty normal market" "I think we may be into a new part of the market. But make no mistake, Q2 was awful for ETF land"

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Bitwise CIO Matt Hougan : “Professional investors are skipping Bitcoin entirely and going all in on ETH” Here’s what he said: - $ETH ETFs are seeing 10X the inflows of $BTC ETFs - ETH ETFs pulled in $4B this month alone, that’s $50B annualized - Since August, ETH had infinitely more inflows because BTC had outflows - People are skipping Bitcoin entirely and going all in on ETH - Professional investors like the tokenization story, the stablecoin story, the cashflow story of ETH - Ethereum fits a professional investor framework - "I spoke with a multibillion dollar advisor, they didn’t love Bitcoin, but decided to go all in on ETH ETFs” - The relentless bid for ETH will continue indefinitely The flippening isn’t coming It’s here 🐬
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Bitwise CIO Matt Hougan : “Professional investors are skipping Bitcoin entirely and going all in on ETH” Here’s what he said: - $ETH ETFs are seeing 10X the inflows of $BTC ETFs - ETH ETFs pulled in $4B this month alone, that’s $50B annualized - Since August, ETH had infinitely more inflows because BTC had outflows - People are skipping Bitcoin entirely and going all in on ETH - Professional investors like the tokenization story, the stablecoin story, the cashflow story of ETH - Ethereum fits a professional investor framework - "I spoke with a multibillion dollar advisor, they didn’t love Bitcoin, but decided to go all in on ETH ETFs” - The relentless bid for ETH will continue indefinitely The flippening isn’t coming It’s here 🐬

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Matt Hougan on why there will be major ETF inflows in Q4 "I actually think Q4 is going to be an enormous quarter for ETF inflows, because I think a lot of people have been on the sidelines for nine months and now they've just got the green light that they can come into the market." "And you have major wirehouse platforms saying we should have a 1-5% exposure. I've sort of never been more bullish for institutional crypto adoption than I have right now." "There's still a few interesting stories that haven't really bubbled all the way through. I think Hyperliquid hasn't bubbled all the way through. The rebirth of DeFi is an emergent story that hasn't bubbled all the way through. But broadly, Bitcoin, stablecoins, tokenization - we're going to see billions of dollars of flows into ETFs behind those themes."
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Matt Hougan on why there will be major ETF inflows in Q4 "I actually think Q4 is going to be an enormous quarter for ETF inflows, because I think a lot of people have been on the sidelines for nine months and now they've just got the green light that they can come into the market." "And you have major wirehouse platforms saying we should have a 1-5% exposure. I've sort of never been more bullish for institutional crypto adoption than I have right now." "There's still a few interesting stories that haven't really bubbled all the way through. I think Hyperliquid hasn't bubbled all the way through. The rebirth of DeFi is an emergent story that hasn't bubbled all the way through. But broadly, Bitcoin, stablecoins, tokenization - we're going to see billions of dollars of flows into ETFs behind those themes."

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Jason from Blockworks on the sequence of triggers that he thinks started this bull market "August 28th, nine days ago, Treasury doubles the size of the long end liquidity support buybacks from 2 billion to 4 billion. Bitcoin touches 80 or 81k, and that's roughly where we're flirting around today. Then step two was a huge $2.7 billion short squeeze." "The important thing that happened after that, which I don't think people have talked enough about, is that mainstream financial media, Reuters, the Journal, the Financial Times, started to put Bitcoin back into the story. Crypto Twitter might say these folks don't matter, but the large hedge funds and capital allocators are reading them every single morning." "And it wasn't just a story about prices, it was a story about the debasement trade. Bitcoin as a debasement trade is completely back on the table after not being in the conversation for a year and a half." "Alongside that, Washington has completely changed their stance on crypto. Clarity stalled out, but the SEC and CFTC moved forward with agency level policy. And the backdrop is that the onchain economy never really had a bear market. Peak to trough for stablecoins last cycle was a 30% drawdown, this cycle it was 4%. You've got this onchain economy booming and a macro fuse that lit the box of tinder. This is the very beginning of a bull market."

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Mark Moss says balancing Bitcoin mining against HPC in one facility is the AI boom turning productive "When you understand the way technological revolutions work, about every 50 years we get one of these. We get this cluster of technology that all of a sudden gives us new building blocks to build this new world that we didn't have before. It's happened 6 times in the last 300 years." "You look at the way that the money gets in to fund these technological revolutions, and it sort of goes from speculative capital into productive capital. And I think we're starting to see signs of that rotation actually happening." "Everyone's like, these large scale LLM models, they're building all this and it's gonna be like the railroads, they're gonna go bankrupt. And there's typically that. We have that speculative capital that a lot of times doesn't have a return, unfortunately for those investors. But then the market moves to more productive investments." "That's what we're starting to see in the AI boom. It's maturing a little bit. The job reports that came in, the GDP numbers that are being forecasted, the durable orders that are coming through in manufacturing." "Not only is it capital that was put into the Bitcoin mining facilities, but now they're also providing the HPC. The way that Bitcoin and HPC work together in one facility is really interesting, because Bitcoin is this highly volatile, high beta asset where HPC is this low volatility but high performing asset. You're able to balance those things out." "Bitcoin and the Bitcoin network are what will power it. It's gonna be the building blocks to build the AI." "We have this agentic commerce that's building right now. McKinsey says it's gonna be 5 trillion dollars by 2030. And that's not only driving the profitability of the AI companies, the tokens are exploding, but then the ability to have Bitcoin and the Bitcoin rails for that to all move on."

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1:15

Former BlackRock fund manager Ed Dowd: "The metals are telling you that there's uncertainty out there and a lack of trust... [and] that gold and silver are going to be part of the new monetary system... [so] gold and silver are the trade and not Bitcoin so much." This clip of Dowd (Edward Dowd), who is also the founder of Phinance Technologies, is taken from a discussion with Michael Farris (Michael Farris) posted to YouTube on January 13, 2026. ---------------Partial transcription of clip--------------- "The metals are telling you that there's uncertainty out there and a lack of trust. I think the big, the moves in gold and silver are really discounting a lack of trust and fear of what is coming and what it's going to look like. And, and also it's also telling you that gold and silver are going to be part of the new monetary system. "And Bitcoin, interestingly enough, has stalled out. It's down 20% since October, the high in October and Bitcoin is barely up today. So, you know, there was always this thesis around Bitcoin that when when there's a new monetary system comes, it's going to, it's going to be protection against, you know, any of that kind of uncertainty. It's increasing. It's becoming increasingly obvious to me that gold and silver are the trade and not Bitcoin so much. "And Bitcoin, unfortunately, is very highly correlated to the Nasdaq and it's disconnected from the Nasdaq. The Nasdaq and Bitcoin have disconnected temporarily. Generally speaking, they're highly correlated. So what does that say? Does that say Nasdaq is going to catch up down to Bitcoin or is Bitcoin going to rally back up? I think that the Nasdaq is going to go down to bitcoin. So that's where we are."

Sense Receptor

136,648 Aufrufe • vor 8 Monaten

🚨Seriously? I don't understand why anyone is scared of the $XRP price here. 🚨 This is a discount. THE ETF FLOWS PROVE IT! On June 26, XRP ranked number one in single-day net inflows at +$15.63M. Same day, Ethereum bled -$12.85M and Bitcoin hemorrhaged a staggering -$444.51M. That's not a one-off. Look at the weekly trend. XRP spot ETFs just posted seven straight green weeks, totaling around +$144.69M in net inflows. Over that exact same stretch, Bitcoin ETFs bled seven red weeks for roughly -$7.73 BILLION. Ethereum bled seven red weeks too, around -$1.18 billion. So this isn't just money leaving BTC and ETH. It's money consistently choosing XRP, week after week, while the price stays low. In my opinion, ETF flows are slow, deliberate institutional money. They don't chase hype. They position. And right now they're positioning into XRP while retail panics over red candles. That gap between fear and flow is exactly where the discount lives. If you’ve been following me, you’re already ahead on $XRP, utility coins, and the shift to decentralized technology. The shift is already happening. Most people just don’t see it yet. I'M HERE TO SHOW IT TO YOU. Repost this so more people can see the shift before it becomes obvious.
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🚨Seriously? I don't understand why anyone is scared of the $XRP price here. 🚨 This is a discount. THE ETF FLOWS PROVE IT! On June 26, XRP ranked number one in single-day net inflows at +$15.63M. Same day, Ethereum bled -$12.85M and Bitcoin hemorrhaged a staggering -$444.51M. That's not a one-off. Look at the weekly trend. XRP spot ETFs just posted seven straight green weeks, totaling around +$144.69M in net inflows. Over that exact same stretch, Bitcoin ETFs bled seven red weeks for roughly -$7.73 BILLION. Ethereum bled seven red weeks too, around -$1.18 billion. So this isn't just money leaving BTC and ETH. It's money consistently choosing XRP, week after week, while the price stays low. In my opinion, ETF flows are slow, deliberate institutional money. They don't chase hype. They position. And right now they're positioning into XRP while retail panics over red candles. That gap between fear and flow is exactly where the discount lives. If you’ve been following me, you’re already ahead on $XRP, utility coins, and the shift to decentralized technology. The shift is already happening. Most people just don’t see it yet. I'M HERE TO SHOW IT TO YOU. Repost this so more people can see the shift before it becomes obvious.

X Finance Bull

41,962 Aufrufe • vor 2 Monaten

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”
1:00

VanEck CEO Jan van Eck on CNBC: “There’s something else going on within the Bitcoin community that non-crypto people need to know about. And that is: ultimately, VanEck has been around before Bitcoin. We will walk away from Bitcoin if we think the thesis is fundamentally broken. We don’t right now, but you always have to look at the underlying technology and the crypto. What the Bitcoin community has been asking itself is: Is there enough encryption in Bitcoin, because quantum computing is coming? And secondly: Is there enough privacy in Bitcoin? And so a lot of Bitcoin OGs or maxis have been looking at Zcash. Zcash is a token. It’s sort of related to Bitcoin with a lot more privacy. The kind of garbage that we got about Bitcoin four years ago was: ‘It’s used for all bad illicit behavior.’ But now everyone kind of realizes that when you move money around on the Bitcoin blockchain, you can see it. You can see it move from one wallet to another. And a lot of people are looking for more privacy.”

Arjun Khemani

595,011 Aufrufe • vor 10 Monaten

💭 IF THERE ARE STRONG $XRP ETF INFLOWS, WHY DOESN'T THE PRICE GO UP? This is a frequently asked question about various cryptos and their corresponding ETFs. Matt Hougan of Bitwise explains how his company purchases its cryptocurrencies. The purchases are done via an "OTC" trade. This is to prevent huge swings in the price and to essentially get them a "better deal" on such a large purchase. Once Bitwise selects its market maker, it will go into the market and buy the XRP off the exchange. So, they're the ones that are in the market buying the XRP. And then, they take that XRP and they send it to Bitwise's custodian. 📽️: Good Evening Crypto
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💭 IF THERE ARE STRONG $XRP ETF INFLOWS, WHY DOESN'T THE PRICE GO UP? This is a frequently asked question about various cryptos and their corresponding ETFs. Matt Hougan of Bitwise explains how his company purchases its cryptocurrencies. The purchases are done via an "OTC" trade. This is to prevent huge swings in the price and to essentially get them a "better deal" on such a large purchase. Once Bitwise selects its market maker, it will go into the market and buy the XRP off the exchange. So, they're the ones that are in the market buying the XRP. And then, they take that XRP and they send it to Bitwise's custodian. 📽️: Good Evening Crypto

CryptosRus

138,705 Aufrufe • vor 8 Monaten

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."
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"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

Patrick OShaughnessy

155,953 Aufrufe • vor 3 Monaten