¿Está ahora claro por qué EE. UU.🇺🇸 lidera el mundo en tecnología, innovación y crecimiento? Este es el Dinamismo Americano, una fuerza de espíritu, claridad de momento y el coraje de actuar con audacia. Así es como una nación moldea su destino. Esta es la razón por la que EE. UU. lidera. Y por qué sigue posicionándose para ganar. No con un solo paso. Sino con cien movimientos deliberados, cada uno ampliando la brecha entre América y el resto del mundo. Otro gran paso adelante para EE. UU.🇺🇸 y todo el espacio cripto hoy. Un ejemplo vívido e instructivo para todos los demás países del mundo.
Contexto:
Algunas ideas:
Tom Dunleavy
Tom Dunleavy7 ago, 20:03
Crypto in 401ks is WAY WAY BIGGER news than the ETFs In the US, roughly 100 million Americans have a retirement investment vehicle known as a 401(k). Every 2 weeks, a portion of their paychecks are routed directly into purchasing a mixture of stocks and bonds. On autopilot. No discretion, just direct purchases based on their predefined allocations. Most Americans adjust these allocations annually, if at all. This is a HUGE driver of the equity market run and resilience over the past 20 years. A constant background bid for assets. In aggregate, this is ~$12T in assets with ~$50B of new capital flowing in every 2 weeks! At a 1% portfolio allocation to crypto brings $120B in new flows At a 3% portfolio allocation to crypto brings $360B in new flows At a 5% portfolio allocation to crypto brings $600B in new flows and these aren't one time flows. THEY KEEP BUYING ONCE ALLOCATIONS ARE SET. 401ks + DATs w/ at the money shelves put a ridiculous floor of crypto going forward and move the limit from the moon to jupiter. Strap in 🫡
16,04K