关于「 investment strategy」的内容列表
Juan Leon, senior investment strategist at Bitwise, said investors have started allocating funds to spot cryptocurrency ETFs in the hope that Trump's pro-cryptocurrency administration will take the White House in less than two weeks, with data showing that spot bitcoin and ethereum ETFs have attracted $1.75 billion so far in 2025. Juan Leon added: "In terms of the regulatory agenda, the Trump administration has already seen a number of cabinet members, both the SEC and the Treasury, who are pro-...
OpenPad AI, a data-driven investment strategy platform leveraging decentralized AI analytics, announced the completion of a $2 million funding round led by Basics Capital, with participation from Protein Capital, Spicy Capital, Green Arrow Adventures, VivaTech Ventures, Brinc, Boba Network, Avalon Wealth Club, Coin Bold, TechFarm, and others. OpenPad AI combines blockchain technology with artificial intelligence, allowing users to access investment strategies, project scoring, and real-time mark...
Ben vaske, senior investment strategist at Orion Portfolio Solutions, said that the FOMC announced a rate cut of 25 basis points as scheduled today, marking a reduction in their aggressiveness relative to the September rate cut. It is worth noting that long-term interest rates have been on a sharp upward trajectory since the first rate cut and began to decline after today's announcement. In the context of a strong U.S. economy, the road ahead may be more complicated for the Federal Reserve than ...
Tom Hainlin, senior investment strategist at Bank of America, said that we don't have a particular view on whether to cut interest rates by 25 basis points or 50 basis points. So it wouldn't be said that we would necessarily be surprised. Looking ahead, at least between now and the end of the year, two more rate cuts should be expected. With inflation starting to move closer to target, it's not surprising that Powell is focusing on the jobs side of the mandate, and he is concerned about potentia...
DBS Bank investment strategist Deng Zhijian said that the August non-farm this week, the Federal Reserve interest rate cut conditions are sufficient, but should not be too fast; the current rebound in US stocks to a new high lack of substantive support; August US non-farm is expected to be slightly better than last month; September has always been the worst month of the year for US stocks, the operation should not be too aggressive.
On August 22nd, Juan Leon, a senior investment strategist at Bitwise, wrote in X: "According to a report by Bloomberg, stablecoins currently hold about 1% of US treasury securities, but this proportion may soon grow to 15%, making it one of the top three holders. In no...
Wei Li, global chief investment strategist at BlackRock, said investors in US Treasuries should consider the possibility of a Trump presidency after Mr. Trump said he would seek to influence US monetary policy if elected. "There is that risk when we think about what could happen." Li added that fiscal issues would also affect demand for long-term Treasuries. Mr. Trump said on Thursday that the president should have...
Lindsay James, investment strategist at Quilter Investors, said the withdrawal of US President Joe Biden from the US presidential race and his endorsement of Kamala-Harris has made a Trump victory less likely, and there could be some volatility in the market over the next four months. However, she wrote in a research note that expectations of rate cuts will remain a driver of market returns compared to campaign news. She added that the market is increasingly pricing in a Trump victory, with smal...
Daryl Ho, senior investment strategist at DBS Bank in Singapore, said that the limited supply of bitcoin makes it a compelling alternative, in line with the scarcity of gold, and the growing acceptance of bitcoin itself is a positive sign. However, Daryl Ho believes that compared with gold, which has been proven to have thousands of years of value storage function, bitcoin lacks such history, bitcoin is a long-term investment, similar to digital gold,...
