Huge news and bullish as f.... 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 🫡 $BTC$ETH$TSLA (Tesla Motors, Inc.)... Show More
16.2 Trillion in boomer pension funds alone. I expect to see the ETF and BTC treasury company outflows now that these funds can access BTC directly. We shall see…... Show More
so so stupid! would you get permission to your pension company a risk your money in crypto? no way! This approval must have another reason or two..?... Show More
Printing USD and buying crypto is one of the best ways to reduce inflation. Imagine 2 brothers Cryptobtconian and Stockarian printing monopoly money next to the fireplace and everytime 2 new bills being created one throwing worthless paper at the fire bragging about how expensive is his new unique fireplace... Show More
Concordo pienamente: l’inclusione delle criptovalute nei fondi 401(k) è un cambiamento strutturale sottovalutato, ben più rilevante degli ETF. Personalmente, trovo questo passaggio cruciale per comprendere dove stanno andando i flussi di capitale a lungo termine... Show More Translate
That’s the real difference between short-term hype and a long-term structural shift in the market. ETFs opened the door, but 401(k) integration puts auto-buy on steroids. This is permanent demand — independent of sentiment, headlines, or tweets. 🪐... Show More
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