Bitcoin hits record high: What comes next?
Bitcoin (BTC-USD) hits new highs as institutional money flows in and Washington signals more deficit spending. Bitwise asset management chief investment officer Matt Hougan joins Morning Brief to explain why he believes this rally has staying power and what's driving investor demand. Bitwise operates several of its own bitcoin (BITB, BITC, BTOP) and crypto (BITQ, BITW) ETFs. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.
Article Link
As European equities outperform US equities, is Nvidia the fix?
Ahead of Nvidia's (NVDA) fourth quarter earnings report, there's been notable activity in ETFs (exchange-traded funds) tied to the tech giant’s performance. However, broader market trends (^DJI, ^IXIC, ^GSPC) reveal a shift away from US equities in favor of assets like gold (GC=F) and international stocks. CFRA research head of ETF data and analytics Aniket Ullal joins Catalysts hosts Madison Mills and Seana Smith to discuss the outlook for US large-cap stocks amid changing market dynamics. "Flows have actually been fairly strong into ETFs this year. We've seen over $130 billion so far this year into ETFs. A lot of that actually into equity ETFs," Ullal says. "As far as performance goes in the last few weeks, particularly since tariffs were first announced, we've seen non-US equity ETFs outperform US equity ETFs." Ullal highlights that despite recent shifts in market sentiment, Nvidia's earnings could serve as a key catalyst for US equities. Additionally, he notes that "crypto tends to be very sensitive to [interest] rates," influencing ETF flows and investor sentiment. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Josh Lynch
Article Link
SEC dropping Coinbase lawsuit is 'monumental' for crypto
Coinbase (COIN) CEO Brian Armstrong announced that the US Securities and Exchange Commission (SEC) intends to drop its lawsuit against the cryptocurrency exchange on Friday. Bitwise senior crypto research analyst Ryan Rasmussen joins Asking for a Trend with Julie Hyman to discuss what the SEC dropping the case against Coinbase means for the crypto space and what it signals about the US President Donald Trump's second administration's approach to crypto regulation. Bitwise operates several of its own bitcoin (BITB, BITC, BTOP) and crypto (BITQ, BITW) ETFs. "It's a really monumental moment for the industry that the SEC has dropped its years-long tirade against Coinbase," Rasmussen says, explaining, "I think it's a huge signal to the market that the actual regulatory pivot that we've been hearing is going to happen, that it's actually happening in Washington already." The analyst tells Yahoo Finance he's "very excited" as "we enter this next phase of growth, of mainstream adoption, and playing by the rules" for crypto. He adds that "part of that growth will be leaving [meme coins] in the past, and I think we're on the path to do that, but it won't be, necessarily, a smooth ride there." Catch Yahoo Finance's full interview with SEC Commissioner Hester Peirce here. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Naomi Buchanan.
Article Link
Bitcoin ETFs hit $100B in year 1: Bitwise CIO talks 2025 growth
One year has passed since the SEC approved spot bitcoin ETFs, with these funds accumulating over $100 billion in total assets during their first year of trading. Bitwise Asset Management CIO Matt Hougan joins to discuss bitcoin's (BTC-USD) outlook for 2025. Bitwise operates several of its own bitcoin (BITB, BITC, BTOP) and crypto (BITQ, BITW) ETFs. "As we look into 2025, the number of tailwinds pushing this industry forward is just extraordinarily strong," Hougan explains, citing ETF inflows, the incoming Trump administration, institutional investments, and other factors. He notes that there are "too many long-term positives" driving the market. Discussing the incoming Trump administration, Hougan outlines several key steps for the first 100 days: securing confirmation for crypto-friendly nominees, halting regulatory "lawfare," and implementing enhanced stablecoin and market structure legislation. He suggests these actions could position the US as "the crypto capital of the world." To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Angel Smith
Article Link
Why the momentum driving bitcoin adoption is just getting started
While bitcoin (BTC-USD) has hovered around $96,000 in the first several days of 2025 — a pullback from $107,000 in the final weeks of 2024 — BlackRock's iShares Bitcoin Trust ETF (IBIT) saw $333 million in outflows on Thursday. "Crypto tends to move in these kind of momentum cycles. And so we have to be patient during the quiet times, we have to get excited. So for most investors, you have to think really long term," CoinDesk Indices Managing Director Andy Baehr states, pointing to the Federal Reserve's September and November meetings and the US election as events that pushed bitcoin higher in "clumps." Baehr sits down in-studio with Morning Brief hosts Brad Smith and Madison Mills to talk more about crypto adoption, the outlook on US regulatory frameworks, and the general view on bitcoin ETFs moving ahead in 2025. "The adoption momentum, when you think ahead, is just getting off to a start. And the dialogue change between this time last year and today has been huge. So you can't really look at bitcoin and think of it as something that has a valuation cycle, like a 500-year-old asset. It's still brand new," Baehr tells Yahoo Finance. "Adoption momentum for bitcoin is going to do two things: it's going to continue to support a medium to long term price, and it'll also over time, we believe, help to dampen volatility." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Luke Carberry Mogan.
Article Link
|
