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I 15 titoli più grandi dell'S&P 500 rappresentano ora un record del 46,7% del valore di mercato dell'indice
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- Il 15% dei titoli più grandi dell'S&P 500 detiene il 46,7% del valore totale dell'indice, un livello record rispetto al 27,2% durante la bolla delle dot‑com del 2000[42]
- JPMorgan prevede che il Bitcoin genererà un rendimento annuo del 10% nei prossimi dieci anni, superando le azioni large‑cap (7,5%) e l'oro (5,5%)[55][64]
- Reuters segnala che il Dow Jones ha sovraperformato il mercato, con i titoli del settore sanitario in testa ai guadagni[29]
- Ondo ha ampliato l'offerta di azioni tokenizzate, ora con oltre 450 titoli ed ETF disponibili su più blockchain tra cui Solana, Ethereum, BNB Chain e HyperEVM[76]
- Un bot di ordine limite ha shortato Intel ($INTC) al picco di un rally, provocando un calo di due giorni seguito da un ulteriore ribasso[80]
I post citati
[29] Reuters · @reuters ·
Dow outperforms as Wall Street rises, healthcare stocks lead gains
Apri su X[42] The Kobeissi Letter · @kobeissiletter ·
BREAKING: The 15 largest S&P 500 stocks now account for a record 46.7% of the index’s market value. By comparison, during the 2000 Dot-Com Bubble, the 15 largest stocks accounted for 27.2% of the S&P 500. The remaining 485 stocks represent just 53.3% of the S&P 500’s market cap. This comes as Nvidia, $NVDA, Apple, $AAPL, Alphabet, $GOOGL, and Microsoft, $MSFT, account for 7.5%, 7.1%, 5.9%, and 5.6%, respectively, or 26.1% combined. This means just 4 stocks account for more than the next 11 combined. Furthermore, the combined market cap of the 5 largest stocks now equals that of the bottom 434 stocks in the index, the largest gap on record. Market concentration is at historic extremes.
Apri su X[55] That Martini Guy ₿ · @martiniguyyt ·
JPMorgan expects Bitcoin to outperform stocks and gold over the next decade For the first time, JPMorgan Asset Management has added BTC to its long-term forecasts It projects a 10% annual returns versus 7.5% for US large-cap stocks and 5.5% for gold But Bitcoin is still excluded from its main portfolio allocation models JPMorgan cites BTC’s projected 55% volatility and unstable correlations as the key reasons why
Apri su X[64] The Wolf Of All Streets · @scottmelker ·
JPMorgan's Bitcoin stance has done a U-turn: from threatening to fire traders to forecasting it'll beat stocks and gold "Jamie Dimon, the guy who said anyone who works at my company that touches Bitcoin will be fired. It's a scam." "JPMorgan expects Bitcoin to beat stocks and gold, but there's a catch. No, there isn't. Ignore that part." "JPMorgan forecast 10% Bitcoin returns. Very painful for Jamie Dimon because he hates this thing, and JPMorgan just getting more deeply entrenched in the Bitcoin space." "They thought that stocks would go up 7.5% a year. Gold would go up 5.5% a year." "I look at this and go, what is this, a projection for ants? I think it'll go up much more. I may or may not be biased." "The very fact that JPMorgan is now being forced to do research that says Bitcoin will outperform your other assets, to me, is absolutely huge."
Apri su X[76] Ondo Finance · @ondo ·
Tokenized stocks are expanding across DeFi. 450+ Ondo tokenized stocks and ETFs are now accessible through @jumperapp across: → Solana → Ethereum → BNB Chain → HyperEVM
Apri su X[80] WoodsBot · @w00dsbot ·
Our limit order bot shorted $INTC right at the top of its run. It dropped hard for two days, paused, then took another leg lower. Stocks follow levels too.
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