MacroScope @MacroScope17
Topics: institutional trading, asset management and monetary policy. Tweets are opinions only and are not intended as advice. New York, USA Joined August 2017-
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Since the 1970s, policy mistakes by the Federal Reserve have determined or contributed to the outcome of multiple presidential elections: Carter in 1980 (inflation), McCain in 2008 (financial crisis), Biden in 2024? (inflation). 1980 and 2008 were not one-offs. They were…
In my previous tweet about the Bitcoin ETFs, I said this about the current 13F filings: 1. They will show larger position sizes as we approach the mid-May deadline. 2. So far, the filings indicate popularity with wealth managers. 3. Many of the wealth managers reporting…
More interesting 13F filings for the Bitcoin ETFs were filed on Friday. These are important to watch because they tell you the type of ownership. Is it fast money? Large funds? Wealth management firms? It's always important to understand the investor base for any asset. For the…
Interesting 13F filing today. Quattro Financial Advisors, a Texas-based wealth management firm, reported owning 468,200 shares of the BlackRock Bitcoin ETF with a value of almost $19 million as of March 31. The total value of all holdings reported in this filing is $351 million.…
Interesting dynamic is setting up. Hong Kong-based buying has been a big driver of gold's price recently, and at least some of those flows will now go into BTC via these spot ETFs. As I've said for years, watch gold's price signals. If Asia keeps taking it higher, BTC goes too.
Interesting dynamic is setting up. Hong Kong-based buying has been a big driver of gold's price recently, and at least some of those flows will now go into BTC via these spot ETFs. As I've said for years, watch gold's price signals. If Asia keeps taking it higher, BTC goes too.
The Bitcoin SEC filings by institutional managers continue. Many of these are by wealth managers. These filings will increase significantly in the next few weeks. In a 13F filed on Friday, Traynor Capital Management, a Pennsylvania-based RIA, reported owning 90,590 shares of the…
Gold new all-time highs. You know what I think.
I'll post one more 13F today since this is the first one to show ownership of the Bitwise Bitcoin ETF (I know there's lots of interest in this one). In an SEC filing today, Gunderson Capital Management, based in Mt. Pleasant, South Carolina, reported owning 7,671 shares of BITB…
More confirmation that the Bitcoin ETFs will be popular in the wealth management space. In an SEC filing today, Wedmont Private Capital reported owning 3,471 shares of the Fidelity Bitcoin ETF (FBTC) as of March 31. Wedmont is a Philadelphia-based RIA serving investors and…
In an SEC filing today, Signal Advisors, a Michigan-based platform for independent financial advisors, reported owning 20,571 shares of the BlackRock iShares Bitcoin Trust as of March 31. These ETFs will clearly be a popular product in the wealth management space. As I posted…
Three months ago when the market was certain of imminent rate cuts.
Three months ago when the market was certain of imminent rate cuts.
In my El Salvador trip report posted on December 2, I said this: "You get the sense that this is a country on the move, and it's easy to see why El Salvador's financial situation has improved. The country's sovereign bonds have seen huge returns recently, and institutional…
In my El Salvador trip report posted on December 2, I said this: "You get the sense that this is a country on the move, and it's easy to see why El Salvador's financial situation has improved. The country's sovereign bonds have seen huge returns recently, and institutional…
Update. Posted in December before the ETFs started trading. 1. ✔️ 2. ✔️ 3. ✔️ and in progress 4. This should be watched closely for the rest of this year and into 2025. Conditions are starting to develop: inflation trend in recent weeks, louder chatter about national debt,…
Update. Posted in December before the ETFs started trading. 1. ✔️ 2. ✔️ 3. ✔️ and in progress 4. This should be watched closely for the rest of this year and into 2025. Conditions are starting to develop: inflation trend in recent weeks, louder chatter about national debt,…
Posted two weeks ago. You can see what gold has done since then. As I said below, the key now will be to see if this move is sustained. If so, then any short-term headwind for BTC (like Grayscale now) should be insignificant in the longer term. See the basic BTC/gold…
Posted two weeks ago. You can see what gold has done since then. As I said below, the key now will be to see if this move is sustained. If so, then any short-term headwind for BTC (like Grayscale now) should be insignificant in the longer term. See the basic BTC/gold…
In a 13F filing today with the SEC, Burkett Financial Services, a South Carolina-based financial planning firm, reported owning 602 shares of the iShares Bitcoin Trust as of March 31. This is the first 13F filing to show Bitcoin ETF ownership. As I've posted, expect these to…
13F filings for the Bitcoin ETFs start this week. See my tweet last week for more. Again, this should be a very small trickle at first, then pick up in the weeks after that. Because of the interest and potential impact on the market, financial reporters should be watching these…
Adding to the tweet below (which interestingly has a million views). Assume you're a policymaker at the Fed or in the executive branch and: 1. You believe that Bitcoin is likely to continue rising, to the point (possibly in the hundreds of thousands of dollars) where the…
Adding to the tweet below (which interestingly has a million views). Assume you're a policymaker at the Fed or in the executive branch and: 1. You believe that Bitcoin is likely to continue rising, to the point (possibly in the hundreds of thousands of dollars) where the…
Remember, starting next week, institutional investment managers will file their 13F forms with the SEC. This means we'll start to get a look at who's been buying the Bitcoin ETFs. A few points: 1. These filings will start with a trickle next week, then pick up after that and run…
Below was posted exactly one year ago at BTC 28k and gold $1980. What to watch going forward: See if gold can trade to new highs in the $2300+ area. If it does, and it's sustained, this would have profoundly bullish long-term implications for BTC. It will be interesting to see…
Below was posted exactly one year ago at BTC 28k and gold $1980. What to watch going forward: See if gold can trade to new highs in the $2300+ area. If it does, and it's sustained, this would have profoundly bullish long-term implications for BTC. It will be interesting to see…
I wonder how many really understand the bitter opposition by policymakers to Bitcoin and especially an ETF. Gary Gensler doesn't really hate it because of investor protection (that's only a minor reason). Elizabeth Warren doesn't actually think its criminal use is significant.…
Cory Klippsten | Swan.. @coryklippsten
231K Followers 11K Following Zero fees on your next $10k of BTC at https://t.co/JJJ9dVed99 | https://t.co/ZAGBc7ccKE tix on sale! 🏀🌴 Oct 18-19, LA | CEO @Swan 🦢| Bitcoin & Family | press: [email protected]
Preston Pysh @PrestonPysh
468K Followers 1K Following Bitcoin & Books. Cofounder of TIP. GP @egodeathcapital. Advisor at @primal_app. I buy Bitcoin at @River. Nostr Verification: https://t.co/DZDhdYp55P
HORSE @TheFlowHorse
214K Followers 3K Following Trader. BJJ. Lifter. Dad to a perfect daughter, awesome wife, some horses, a dog, and a shy cat. @Rebirthdao • @Synquote • Burn the ships.
FOSS - #forthekids @FossGregfoss
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IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
Jeff Booth ⚡️ @JeffBooth
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Marty Bent @MartyBent
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Bitcoin is Saving @BitcoinIsSaving
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Samson Mow @Excellion
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Alex Krüger @krugermacro
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James Lavish @jameslavish
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Joe Burnett (🔑)³ @IIICapital
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Root 🥕 @therationalroot
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Stephan Livera @stephanlivera
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Guy Swann ⚡️| Act.. @TheGuySwann
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𝐓𝐗𝐌𝐂 @TXMCtrades
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Charles Edwards @caprioleio
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Ryan @Ryan22322868726
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Zach J @ZachJ853012
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Travis B Tabi🟧 @bTravisGM
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دعسان الذعا.. @DasanMAlanazi
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Elliot x @kmalalgsam
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Bitcoin @Bitcoin__MENA
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amberpod @Amberpod2
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Aaron @AaronAaronJJ
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Aziz @TheSpeculator_Z
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أبو الجوهرة @AJJABEX
35 Followers 1K Following اللهُمَّ صلِّ وسَلِّم على نبيِّنا مُحَمَّد ﷺ كثير 🔃 و ❤️ لنشر المعرفة 💡 وترك أثر طيب 🌸 @H3alah
Philip Slattery @p_slats4
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Ravnspire @Ravnspire
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عبدالعزيز ا.. @iAzizalzamil
3K Followers 1K Following One day I will become a millionaire $Metis $PBR & $Hera $Solana $AVAX $APT $Neon
المليونير ح.. @Q8y84M
266 Followers 969 Following #🇰🇼🇰🇼مهندس🇰🇼🇰🇼 #ومتداول_بالعملات_الرقميه 📊 #التواضع_اخ_للاحترام #فمن_تواضع_لك_فقد_احترمك
NBF @nbf555
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فهد العريني @faloraini
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BBrooks @BrooksPcm10
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Alex Glasse ⚡️ @alex_glasse
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eXodus. @LazarosP4
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DVD @DVD88_
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Talented Gamblers @TalentedGamblrs
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liceth @soniaS633
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gbp @JAYd3n24z
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kannon @kannon_CO
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Cory Klippsten | Swan.. @coryklippsten
231K Followers 11K Following Zero fees on your next $10k of BTC at https://t.co/JJJ9dVed99 | https://t.co/ZAGBc7ccKE tix on sale! 🏀🌴 Oct 18-19, LA | CEO @Swan 🦢| Bitcoin & Family | press: [email protected]
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468K Followers 1K Following Bitcoin & Books. Cofounder of TIP. GP @egodeathcapital. Advisor at @primal_app. I buy Bitcoin at @River. Nostr Verification: https://t.co/DZDhdYp55P
HORSE @TheFlowHorse
214K Followers 3K Following Trader. BJJ. Lifter. Dad to a perfect daughter, awesome wife, some horses, a dog, and a shy cat. @Rebirthdao • @Synquote • Burn the ships.
FOSS - #forthekids @FossGregfoss
146K Followers 3K Following 35 yrs in a risk chair | #Freedom maximalist | McGill | Cornell |#btc is an IQ test in risk management| All Fiats are melting ice cubes | #forthekids and FAMILY
IamNomad.sol(ol) @IamNomad
179K Followers 2K Following sometimes market maker,mostly systematic trading Destroyer of markets,There is no need to be upset™ @simpelyfe does my drycleaning @whalecalls|@rng_gallery
Jeff Booth ⚡️ @JeffBooth
367K Followers 6K Following Entrepreneur, Author of The Price of Tomorrow,GP@EgoDeathCapital, #Bitcoin #Nostr npub1s05p3ha7en49dv8429tkk07nnfa9pcwczkf5x5qrdraqshxdje9sq6eyhe
Marty Bent @MartyBent
190K Followers 4K Following Founder @TFTC21 | Managing Partner @Ten31vc | @rabbitholerecap | Director @CathedraBitcoin | #bitcoin | We're going to win.
Bitcoin is Saving @BitcoinIsSaving
249K Followers 9K Following
Samson Mow @Excellion
295K Followers 6K Following Working on nation-state #Bitcoin adoption. CEO @JAN3com, developer of @AquaBitcoin, architect of #BitcoinBonds, CEO @Pixelmatic, & creator of @InfiniteFleet. 🚀
Alex Krüger @krugermacro
173K Followers 2K Following 🇦🇷 Economist. Trader. Entrepreneur. Advisory. Columbia MBA. Bitcoin '13. Sharing views on crypto and global markets.
James Lavish @jameslavish
117K Followers 1K Following reformed hedge-fund manager | ex-@yale hockey | drafted by bruins, landed on wall street | author of the💡Informationist newsletter simplifying finance for all
Joe Burnett (🔑)³ @IIICapital
67K Followers 993 Following Your wealth is melting—buy #bitcoin | @unchainedcom
Root 🥕 @therationalroot
176K Followers 639 Following #Bitcoin On-chain & Cycle analyst. Supported by @BitcoinMagazine & @btcdirect. Building the Bitcoin Strategy Platform & Newsletter.
Stephan Livera @stephanlivera
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Guy Swann ⚡️| Act.. @TheGuySwann
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𝐓𝐗𝐌𝐂 @TXMCtrades
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Charles Edwards @caprioleio
104K Followers 526 Following Founder @Capriole_Fund and @The_Ref_io. Posts not investment advice.
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
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24K Followers 2K Following Director of global macro for @stoneX_official Prof of finance at Saint Mary's College and CFA Society Not investment advice, it is just a Twitter account
Michael Ruiz 🇸🇻 @sovmindset
20K Followers 1K Following Entrepreneur and men’s coach building in El Salvador and sharing the journey. My mission is to help men pursue excellence and create a life of freedom. ✝️
…::: jon @jonatack
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Balaji @balajis
1.0M Followers 4K Following Immutable money, infinite frontier, eternal life. #Bitcoin
Anthony Scaramucci @Scaramucci
1.0M Followers 3K Following 🇺🇸 Entrepreneur @SkyBridge. Host, Open Book and @RestIsPolitics: US. https://t.co/t4SOzQjxuy
Casa Presidencial �.. @PresidenciaSV
1.1M Followers 688 Following Presidencia de la República de El Salvador 🇸🇻 @nayibbukele
Javier ₿astardo �.. @criptobastardo
34K Followers 4K Following Marketing & PR services for Latam @tether_to @bitfinex Bitcoin Ambassador Latam (Views are my own) @satoshienvzla's Sysiphus🍊 @Forbes Contributor ✍️
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11K Followers 211 Following Ex Hedge Fund Manager; Global Macro Volatility Portfolio Manager. Chicago Booth MBA & CFA. My views do not consist of investment advice.
Bitcoin Jungle⚡️ @BitcoinJungleCR
13K Followers 559 Following Est. Block 712800. Bringing the Bitcoin Ecosystem to Costa Rica. Donations welcome to ⚡[email protected]
The Bitcoin Hardware .. @tbhs_sv
899 Followers 265 Following Visit our retail store in El Zonte (Bitcoin Beach) in El Salvador 🇸🇻
Gabor Gurbacs @gaborgurbacs
69K Followers 11K Following Founder: PointsVille. Strategy: Tether. Fmr: VanEck. Fine print reader. Builder of things. Tweets/views are my own. Not financial/legal/any advice at all.
Bitwise @BitwiseInvest
48K Followers 123 Following Bitwise is a trusted partner to individuals, financial advisors, and family offices, navigating cryptocurrency. (BITQ ETF Risk Disclosure: https://t.co/Bhr0DzYYjU)
Volcano Energy 🇸�.. @Volcano_Energy
14K Followers 80 Following Bitcoin mining and energy independence for El Salvador 🇸🇻💥 “We Got The Power” 🌋 💻Check out our website https://t.co/RXiRZ6IOD3
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Asociación Bitcoin d.. @asobitcoin
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Morena Valdez 🇸�.. @MorenaValdezSV
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David Brady @GlobalProTrader
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RBA @corptrader
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Vetle Lunde @VetleLunde
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Game of Trades @GameofTrades_
193K Followers 582 Following Data-driven Investment Research | Follow to learn about #markets & the global #economy | Get your free 7-day trial at https://t.co/ij9EDOXEgD
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Jan Nieuwenhuijs @JanGold_
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Skew Δ @52kskew
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Lark Davis @TheCryptoLark
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Eliant Capital @eliant_capital
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TERRENCE · MUST • .. @TYonClubhouse
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Patrick Saner @patrick_saner
15K Followers 582 Following Head Macro Strategy @SwissRe. Former World Bank, SNB and UBS. Views are my own/personal.
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Marko Papic @Geo_papic
44K Followers 87 Following Chief Strategist at Clocktower Group. Author of Geopolitical Alpha. Views on Twitter are my own.
Peter Sutherland @econ_713
19K Followers 173 Following Energy Investor | H O U ST O N ⛽️T X | Princeton 🐅|“Avenues all lined with trees” Bird dogs🐾 | Music | Books | Architecture | O&G | Fin-tech | Payments
Jeffrey Kleintop @JeffreyKleintop
63K Followers 769 Following Chief Global Investment Strategist at Charles Schwab & Co., Inc. See Disclosures: https://t.co/wypw4QpsPs
James Seyffart @JSeyff
136K Followers 4K Following CFA. CAIA. ETFs. Cryptos. Asset Management. @Bloomberg. @bbgintelligence. Runner. Opinions my own. Likes, RT's & Follows≠endorsements
Bit Paine ⚡️ @BitPaine
29K Followers 6K Following #Bitcoin is the separation of Money & State “#bitcoin expert.” GP, Vibes Capital Management
CrediBULL Crypto @CredibleCrypto
392K Followers 2K Following Crypto trading, analysis, and education. *Tweets are my opinion, not financial advice*
John E Deaton @JohnEDeaton1
326K Followers 2K Following Candidate for United States Senate in Massachusetts. Lawyer; entrepreneur; author; survivor.
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Louis @louishliu
7K Followers 590 Following Founder & CEO/CIO @mimesiscapital 研山資本 | Father, Investor, #Bitcoin Capitalist, Collector | Views are my own. No financial advice.
The second leg of inflation has arrived, and Powell is in quite the conundrum: - Raise rates further: Soaring $1.1T interest expense compounds, debt spiral accelerates. - Hold, hope inflation cools: Interest expense as % of GDP at 25y highs & growing at 5.25%. - Cut into an…
@MacroScope17 Makes sense those furthest from the NYC spigot would be most open to it while insider firms like Morgan Stanley had to scramble in response to the popularity.
@MacroScope17 Thanks for linking the video, those guys are very insightful you love to see it!
The last bullet point I'm #1 is really under the radar imo. Massively so. @MacroScope17 has been talking about this for months. When 13-F filings come out, we will see a bunch of new names from funds, big and medium size alike, that have been accumulating exposure to #bitcoin
Has momentum in the crypto ecosystem run out of steam? BTC ETF inflows have been slowing: • Jan: $1.5B • Feb: $6B • Mar: $4.6B • Apr: $170M BUT...there are two important driving forces underway 1. A second wave of inflows is coming: • BTC & ETH ETFs about to…
lower than expected GDP and higher than expected price index suggests stagflation . Stocks hate stagflation. The situation our economy has been put in is confounding. The Fed keeps trying to slow growth and inflation while the federal government does everything it can to spur…
We agree on the problem. We agree on what causes the problem. We disagree on the solution. It’s always fun to talk with @PeterSchiff about #macro and #gold...and I still think some day in the future he will tweet that he is saving in #Bitcoin! Timecodes: (00:00) FOX…
A Fed nightmare. When GDP (economic activity) slows down, yet prices continue rising (stagflation), and the government refuses to curb reckless deficit spending, this puts the Fed and Treasury in an impossible position that no matter what they do, it will lead to issuing more and…
For those who do not understand what just happened: First, Q1 2024 GDP growth slowed to just 1.6% which is less than HALF of the 3.4% Q4 2023 number. This reading is roughly 50% BELOW Goldman Sach's expectations. But it gets even worse. At the same time, the US Core PCE Price…
While many focus on the hard economic data, one must also focus on the anecdotes including what corporate America has to say during earnings season. There is always a treasure trove of amazing insights and info when going thru company conference calls/transcripts. Hugely time…
Yesterday i was on with @timevalueofbtc talking about the Fed, Treasuy, UST supply / demand dynamics, $ and gold as we ended with my maximalist view on the need to hold #Bitcoin in the portfolio. Was a great chat. Let me know what you thought.
We have new high water mark for investment into one of the bitcoin ETFs: two dif advisors each put in $20m to $FBTC, one is from Kansas and the other Minnesota. The % of portfolio is also pretty high at 6% and 5% respectively. This edges out the $17m an advisor put in $IBIT
@EricBalchunas Higher 👇
More interesting 13F filings for the Bitcoin ETFs were filed on Friday. These are important to watch because they tell you the type of ownership. Is it fast money? Large funds? Wealth management firms? It's always important to understand the investor base for any asset. For the…
@MacroScope17 My office number at United Capital is 785 823 7900. A portion of our total holdings went from GBTC to FBTC. [email protected]
Here's the home page from the Kansas advisor that just plowed $20m into $FBTC. This is as Boomer as it gets. Likely a wonderful sight for those hoping to see long-term adoption and an absolute nightmare for the RIA Skeptics Branch of the Underwhelmers Club. We still have 5-6…
In life, you need to pick your fights carefully. When you choose, go all in and give it everything. My fight is to help get @DeatonforSenate get elected and unseat Elizabeth Warren. This election could swing the future of our industry. Donate! johndeatonforsenate.com
Two SEC lawyers just resigned after a judge sanctioned them for gross abuse of power in a crypto case. The SEC's lawsuit was "marred by false statements and misrepresentations, as well as a lack of evidence." Gary G hanging on by a thread these days.
Our concern is that if ANY country is allowed to censor content for ALL countries, which is what the Australian “eSafety Commissar” is demanding, then what is to stop any country from controlling the entire Internet? We have already censored the content in question for…
Australia’s censorship industrial complex: “The problem that you’ve got here with this eSafety Commissioner, she’s an activist. She will continue to expand her role to police the internet, to censor debate in a way that’s consistent with her own ideological views. You have…
JUST IN: 🇺🇸 Multiple SEC lawyers resign after a federal judge sanctioned the agency for false statements & abuse of power in a crypto case.
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