CoinShares Asset Management SAS | etoro Smart Portfolio

CoinShares Asset Management SAS @Napoleon-X

Rendimento
0% Rendimento
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2026

2025

2024

2023

2022

2021

2020

2019

202.8%0%-202.8%

Rendimento da inizio anno -22.74%

Rendimento a 2 anni 23.87%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 42.59%

Opinioni

@Napoleon-X

Smart Portfolio

Dear investors, ⏰ It’s time for our weekly commentary! 📊 By doubling its purchases of long-term debt securities outside the usual refinancing schedule, and thereby departing from the principle of “regularity and predictability,” the US Treasury has helped awaken Bitcoin from its recent slumber. This... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

13g

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Two things happened this month, and they're connected. US spot Bitcoin ETFs pulled in over $3bn in August, the strongest month of 2026, including an eight-day run of inflows worth around $2.8bn, a real turnaround from the outflows you can... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

21g

Dear investors, The co-founder and CEO of etoro, Yoni Assia, sat down with CoinShares' The Node magazine editor-in-chief Jérémy Le Bescont during the Paris Blockchain Week. The opportunity to discuss 20 years of growth of etoro, one of the global leading fintechs. Now available on youtube www.youtube.com/watch?v=t1B2UwhH-WI. ⏰... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

28g

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Institutional demand for $BTC has improved this month, even as price remains locked in a tight range. Monthly spot Bitcoin ETF flows have returned to positive territory after a period of significant outflows. At the same time, the options market... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

1me

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The manufacturing ISM continued to strengthen in August, supported notably by robust AI infrastructure capital expenditure (capex). This momentum is likely to persist over the coming months, given the very strong export data from Taiwan. The... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

1me

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Last week, Japan and the US Treasury coordinated an intervention to support the yen, with Japan selling euros and buying its own currency after it had fallen to record lows. Yet the yen's weakness is rooted in fundamentals: inflation continues... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

2mo

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The chart of this week plots the balance between margin debt and available cash in US brokerage accounts. Since 2012, these accounts have taken on steadily more leverage, but the trend deserves a closer look. Between 2012 and 2021, interest... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

2mo

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The market is flashing multiple signs of overheating. Investor positioning is the most overweight since December 2024, cash balances are running very low, leaving little dry powder to chase stocks higher, and money is pouring into leveraged... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

2mo

Dear investors, ⏰ It’s time for our weekly commentary! 📊 The US–Iran memorandum of understanding now appears shelved: last week brought fresh retaliatory measures and renewed pressure on the Strait of Hormuz. Markets had already priced in a return to normality and moved on, but normalisation is slow.... Mostra di più Traduci

@Napoleon-X

Smart Portfolio

2mo

Dear investors, ⏰ It’s time for our weekly commentary! 📊 Central banks have resumed accumulating gold after a brief pause in March. That interruption reflected, in part, the sharp rally at the end of last year, which prompted buyers to become more cautious. It also stemmed from the need for several... Mostra di più Traduci