MacroScope @MecroScope17

Topics: institutional trading, asset management and monetary policy. Tweets are opinions only and are not intended as advice. New York, USA Joined November 2012

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MacroScope @MecroScope17

a year ago

Readers know that any political posts here are always in the context of asset implications, not from a personal perspective or preference. And in that spirit, after last night's presidential debate and the general public reaction to it, I'm ready to say this: The

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MacroScope @MecroScope17

a year ago

In an SEC filing today, BlackRock's Global Allocation Fund disclosed owning 43,000 shares of the iShares Bitcoin Trust as of April 30. This follows two filings that BlackRock made on May 28 disclosing Bitcoin exposure in its Strategi

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MacroScope @MecroScope17

a year ago

In early July, we'll start to get a new round of 13F filings for the BTC ETFs. These filings will show which institutions started, exited or added to positions during April, May and June. They will start with a trickle, then pick up into the mid-August deadline.

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MacroScope @MecroScope17

a year ago

Very high-profile piece in the WSJ by Paul Ryan. A must-read if you haven't yet. Add it to the ever-growing file of "not priced in."

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MacroScope @MecroScope17

a year ago

Regardless of personal political preference, anyone interested in BTC should be watching Trump's statements right now. This week he's gotten even more vocal, specifically on the topic of Bitcoin mining. You can do a search for his comments and photos with industry executives.

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MacroScope @MecroScope17

a year ago

Wondering why BTC sentiment feels subdued despite an all-time high? This was posted last September at 26k. Still operative, especially "a new ownership base moving in" (now via the ETFs). The 20-year flashbacks continue. Gray hair (or lack of hair) can be a good thing.

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MacroScope @MecroScope17

a year ago

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MacroScope @MecroScope17

a year ago

PBS interviews Marquette University professor about Wisconsin's BTC investment. Video:

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MacroScope @MecroScope17

a year ago

Wisconsin professor discusses the state's BTC investment and makes a prediction (see last paragraph). This allocation will be analyzed by other state investment boards in coming weeks and months...important to watch.

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MacroScope @MecroScope17

a year ago

The scenario I've mentioned in recent posts continues to develop...more BTC-related policy promises before the election, possibly including an announcement that could have a huge impact on price. Very important to watch closely at this point:

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MacroScope @MacroScope17

a year ago

PBS interviews Marquette University professor about Wisconsin's BTC investment. Video: pbswisconsin.org/news-item/davi…

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MacroScope @MacroScope17

a year ago

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MacroScope @MacroScope17

a year ago

In another SEC filing today, BlackRock disclosed Bitcoin exposure in its Strategic Global Bond Fund. Filing, page 17 (all positions as of March 31): sec.gov/edgar/search/#…

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MacroScope @MacroScope17

a year ago

Three years ago. This advice was free. And, until very recently, unheeded.

MacroScope @MacroScope17

4 years ago

Three years ago. This advice was free. And, until very recently, unheeded.

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MacroScope @MacroScope17

a year ago

By now, you've seen the video of Trump's BTC remarks yesterday. See my post on May 23. This is playing out exactly as expected. At this point, two things to add: 1. Will Trump's BTC promises yesterday be the most outspoken he gets on this topic? What's his history generally in…

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MacroScope @MacroScope17

a year ago

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MacroScope @MacroScope17

a year ago

Posted a few days ago. With the ETH ETFs now approved, the smart trade will be to focus on the sentence below that starts with "highly unlikely." Not crazy to suggest that aggressive (and obsessive) short-term traders should be watching in real-time every Trump campaign…

MacroScope @MacroScope17

a year ago

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MacroScope @MacroScope17

a year ago

Crucial to watch the political aspect of BTC and crypto right now. Democrats are anxious about the electoral consequences of surrendering the issue to Republicans. Of course Trump is aware of the positive attention he got for his pro-crypto remarks. Highly unlikely he'll be…

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MacroScope @MacroScope17

a year ago

One week ago: "The emergence of crypto as a top issue in the election should be watched very closely in coming months." x.com/MacroScope17/s… Two weeks ago: "It should go without saying that a constructive policy shift in DC is not priced in -- not even a bit."…

MacroScope @MacroScope17

a year ago

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MacroScope @MecroScope17

2 years ago

Thoroughly enjoyed joining @PrestonPysh on his podcast once again. We talked about AI, bleeding fixed income, the $BTC market, paper gold vs BTC derivatives, implications of a potential ETF, BitVM, and other exciting developments in the #bitcoin space.