--- title: Syz The Moment (1004) description: Syz The Moment (1004) --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 15 Mar 2024 - - - #### JUST IN: Wealth advisor platform Cetera just approved Bitcoin ETFs to be offered to clients. It has $475 billion in assets under administration and $190 billion in assets under management. Source: Bitcoin Archive, X [#bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) ![JUST IN: Wealth advisor platform Cetera just approved Bitcoin ETFs to be offered to clients.](https://blog.syzgroup.com/hubfs/10-Mar-15-2024-04-50-06-9271-PM.jpg) ![JUST IN: Wealth advisor platform Cetera just approved Bitcoin ETFs to be offered to clients.](https://blog.syzgroup.com/hubfs/10-Mar-15-2024-04-50-06-9271-PM.jpg) 15 Mar 2024 - - - #### Bitcoin ownership distribution \- Eric Balchunas [#bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) ![Bitcoin ownership distribution](https://blog.syzgroup.com/hubfs/9-Mar-15-2024-04-47-46-1658-PM.jpg) ![Bitcoin ownership distribution](https://blog.syzgroup.com/hubfs/9-Mar-15-2024-04-47-46-1658-PM.jpg) 15 Mar 2024 - - - #### The Chinese government has gone "Full BoJ style", purchasing $45b of ETFs in the past 2 months to pump up market. They already own like 1/5 of all equity ETFs. They moved to buying small caps because it moves stocks more. Purchases could reach $100b this year. Source: Bloomberg, Eric Balchunas [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![The Chinese government has gone ](https://blog.syzgroup.com/hubfs/7-Mar-15-2024-04-45-54-5593-PM.jpg) ![The Chinese government has gone ](https://blog.syzgroup.com/hubfs/7-Mar-15-2024-04-45-54-5593-PM.jpg) 15 Mar 2024 - - - #### A great thread by The Kobeissi Letter -\> While everyone is focused on AI, China has taken electric vehicles (EVs) to a whole new level. China currently has 2.5 MILLION EV chargers compared to just 130,000 in the US. China has an EV charger for every 7 cars while the US has an EV charger for every 18 cars. Meanwhile, China's EV chargers provide 4 kilowatt per hour compared to 1 kilowatt per hours in the US. To put this into perspective, the energy difference is like powering 17 standard light bulbs in the US versus 67 bulbs in China. Is China the new leader of EV technology? [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) ![A great thread by The Kobeissi Letter -\>](https://blog.syzgroup.com/hubfs/6-Mar-15-2024-04-43-36-8381-PM.jpg) ![A great thread by The Kobeissi Letter -\>](https://blog.syzgroup.com/hubfs/6-Mar-15-2024-04-43-36-8381-PM.jpg) 15 Mar 2024 - - - #### It took 4 years for MicroStrategy to buy 205,000 Bitcoin. It took just a few months for BlackRock to buy 223,645 BTC for its spot Bitcoin ETF. [#bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) ![It took 4 years for MicroStrategy to buy 205,000 Bitcoin.](https://blog.syzgroup.com/hubfs/5-Mar-15-2024-04-41-04-5631-PM.jpg) ![It took 4 years for MicroStrategy to buy 205,000 Bitcoin.](https://blog.syzgroup.com/hubfs/5-Mar-15-2024-04-41-04-5631-PM.jpg) 15 Mar 2024 - - - #### Is the semiconductors trade getting overcrowded? VanEck Semiconductor ETF $SMH had the largest inflows in the history of the ETF yesterday, according to Goldman. Source: Markets & Mayhem [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Is the semiconductors trade getting overcrowded?](https://blog.syzgroup.com/hubfs/4-Mar-15-2024-04-39-42-4376-PM.jpg) ![Is the semiconductors trade getting overcrowded?](https://blog.syzgroup.com/hubfs/4-Mar-15-2024-04-39-42-4376-PM.jpg) 15 Mar 2024 - - - #### Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100. Today their equity exposure has jumped to 104% (leveraged long) with the S&P 500 above 5,100. This is their highest exposure since November 2021. Source: Charlie Bilello [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.](https://blog.syzgroup.com/hubfs/3-Mar-15-2024-04-35-50-7535-PM.jpg) ![Active managers had less than 25% exposure to equities in late October when the S&P 500 was at 4,100.](https://blog.syzgroup.com/hubfs/3-Mar-15-2024-04-35-50-7535-PM.jpg) 15 Mar 2024 - - - #### Money-market fund assets rose to a fresh record high on expectations short-term rates will remain elevated for longer. Total assets rose to $6.108tn from $6.077tn the week prior. Source: HolgerZ, Bloomberg [#Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) ![Money-market fund assets rose to a fresh record high on expectations short-term rates will remain elevated for longer.](https://blog.syzgroup.com/hubfs/2-Mar-15-2024-04-34-39-6291-PM.jpg) ![Money-market fund assets rose to a fresh record high on expectations short-term rates will remain elevated for longer.](https://blog.syzgroup.com/hubfs/2-Mar-15-2024-04-34-39-6291-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/page/1003) [1002](https://blog.syzgroup.com/syz-the-moment/page/1002) [1003](https://blog.syzgroup.com/syz-the-moment/page/1003) [1004](https://blog.syzgroup.com/syz-the-moment/page/1004) [1005](https://blog.syzgroup.com/syz-the-moment/page/1005) [1006](https://blog.syzgroup.com/syz-the-moment/page/1006) [❯](https://blog.syzgroup.com/syz-the-moment/page/1005) [❯❯](https://blog.syzgroup.com/syz-the-moment/page/1250?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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