Here's an update on the Bitcoin daily stock-to-flow model vs. current $BTC price.
Find out more in the blog we published in March 2024: "What is bitcoin's target price?" >>> https://lnkd.in/ecaqzTyg
The S&P 500 $SPY P/E Ratios Heat Map.
Besides Banks and Energy, everything is wildly overvalued. $SPY Source: Jesse Cohen @JesseCohenInv
Donald Trump’s foreign policy team will seek to ratchet up sanctions on Tehran, including vital oil exports, as soon as the president-elect re-enters the White House
https://on.ft.com/48Soa7w Source: FT
THE BIG SWITCH: FROM GOLD ETFs to BITCOIN ETFs
Source: Bloomberg
What IF more and more countries start to build a strategic bitcoin reserve?
Source: Radar
Reports came out yesterday that $NVDA delayed Blackwell AI chips face overheating server issues -- sparking customer concerns over data center deployment timelines.
Nvidia stock is down -3% pre-market Source: Stocktwits
Speculative tech over large cap tech is making a come-back
Source: The Strazza Letter
A great visual by Linas Beliūnas on Brazil's FinTech giant Nubank which just reached 100 million customers in Brazil or ~57% of the adult population in the country 😳
Here are the numbers: 👥 >105 million customers globally (+20.8M Year-over-Year) 🌍 It's now the largest digital banking platform outside of Asia 🇧🇷 It's now the 4th largest financial institution in Latin America 💰 $25.2 billion worth of deposits (+64% YoY) 💸 $2.8 billion in revenues (+65% YoY) 🤑 $487 million in profit (+134% YoY) What is truly exceptional for NU is the following: despite serving more than 105 million customers, its monthly average cost per active customer still remains at $0.9 !!!
