An incredible financial shift is taking place before our eyes with institutional money steadily flowing into the market.

If you zoom out and actually understand what is coming then you will know this decade will be insane for #crypto #bitcoin #ethereum

A recent survey by Fidelity shows that 90% of institutions plan to have exposure to crypto by 2026. That is INSANE.…
"institutions" represents a very broad group.
Here's a break down of money by group (non exhaustive list)
Hedge Funds 4 trillion
Sovereign Wealth Funds 5 trillion
Central Banks 9 trillion
Asset Managers 34 trillion

Even a fraction of this money entering crypto is HUGE!!!
The appetite for exposure to crypto is still high even now. A16Z raised 2.2 billion during the market slump, probably because BTC is going to 0 right? lol…
We are also starting to see a big surge in interest towards decentralized finance products. Grayscale just unveiled a new defi fund

Both Aave and Compound Finance have launched services for institutions. Surely they did that because institutions are keen to get a slice of this hot tasty defi pie!…
Globally the bond markets are worth 119 trillion. lol

US bonds 1.2%
UK 0.6%
Japan 0.016%
France -0.04% (negative rates)
Germany -0.39% (negative rates)

Aave 4-5%
Rates can go much higher in defi too.

No surprise institutions want a piece of the action
Tesla is considering starting to accept BTC in exchange for cars again. This would be nice social proofing since their initial 180 caused others to panic.

The real Tesla news though is that a reason for buying BTC is due to negative rates.…
Internationally publicly traded companies are sitting on 10 trillion in cash which is being inflated into oblivion and in many countries is now also being directly taken from accounts as part of negative rate policies. Some of this money will come to crypto.
Family offices are also getting more and more interested in crypto as an investment class.

This report shows that 45% of family offices plan to invest in crypto.…
There are 56.1 million millionaires. Each can buy about 1/3 of a Bitcoin, assuming equal distribution.

663,500 people in the world have $30 million or more. Yet 30 million is not usually enough for a family office, for that you need 100 million.
There are around 30,000 people with 100 million or more globally which is a bare minimum of 3,000,000,000,000 in total wealth.

The world's 2,755 billionaires control 13.1 trillion in wealth.

So yeah, a lot of money which can enter the market! Even 1% would be dramatic!
Long story short there are trillions on the sidelines.

And signals are being sent up that slowly but surely this money is getting interested in crypto.

Crypto remains the #1 asset class for the 2020s for investors.

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More from @TheCryptoLark

23 Jul
#ethereum will be under going the so called "Triple Halving" as part of the ETH 2.0 upgrade. This is a highly significant economic event for the asset which has serious implications for the price of ETH in the coming years

First let's understand how much Ethereum is mined every day right now.

Daily block rewards paid out to miners are currently around 12,800 ETH a day…
This means that every day there is 25.6 million dollars a day worth of sell pressure for Ethereum! And because we are in a proof of work system miners are constantly selling, dumping on the market. Why? Because miners run a cash business. We are in a mine and dump economy for ETH
Read 10 tweets
20 Jul
Is $100,000 #bitcoin still possible in 2021?

A thread 👇
First let me say that it doesn't really matter when it happens. 6 digit BTC will come, only question is when. But end of year is a fun idea so let's dig in.
Is there precedent for an asset having a massive run up, then a long brutal corrective period followed by a spectacular blow off top later that year? Yes, of course.

Ethereum did almost excactly that in 2017, ended the year 237% higher than the "top"

Read 12 tweets
16 Jul
As I frequently mention I invest beyond the world of #crypto and #bitcoin, crazy I know...

Anyway here are my top #stocks in my portfolio right now.
1 - My biggest stock holding is Brookfield Property Partners. They run hundreds of commercial and retail properties around the globe. Dividend is 5.19%. This is my big property play in a portfolio otherwise heavy in tech and renewables.
2 - iShares Gold Strategy ETF is a fund that is exposed to a variety of gold products. Dividend is 8.06%. I like gold and dividends. Easy.
Read 8 tweets
14 Jul
Here are 7 reasons that I remain mega bullish on #ethereum, why I continue to cost average in, why I continue to buy oversold dips, and why I will hold my ETH until the multi trillion market valuation comes... at which point I will be staking and making sweet passive income!
1 Ethereum ETFs are here, and will only become more prevalent. Canada and now Brazil have approved ETH ETFs. There are multiple ETH ETF applications sitting with the SEC in the USA. Approval of which will unleash a tsunami of money onto ETH.…
2 Ethereum is the king of innovation in crypto, with the biggest dev lead. The release of multiple layer two implementations really underlines this. Uniswap, the biggest DEX on ETH, has just announced their integration of Optimism for scaling. This kills the ETH killers.
Read 10 tweets
13 Jul
How to retire with #crypto, a thread for those wanting to escape the rat race!
1 First you need to determine how much you need to retire. Classic calculation is 25 X your annual expenses based on withdrawing 4% annually. IE your expenses are $50,000 a year then you'll need 1.25 million. Just 1.25 million, I'm sure you all have that laying around right?
I do want to point out though that this total amount saved could be a lot less since rates of return are so high in crypto. IE 250k in Anchor would give your 50k a year passive. Still though the more the better.
Read 19 tweets
6 Jul
Later in July, starting from the 13th Grayscale will begin the unlock of around 41,000 #bitcoin worth of GBTC shares. But WTF does this actually mean and should you be worried.

You need to read this thread!

1 - FUD master in chief JP Morgan is saying that it will dump BTC to 25k. I tend to never believe what these criminal financial terrorists say as a rule of thumb.…
1.1 Celsius CEO Mashinsky thinks it will cause a big sell off. BUT his maths are epicly badly flawed. He says 20 billion (570K BTC) will be unlocked which is categorically not true., it is 41k BTC. Sounds like someone is shorting or highly misinformed?

Read 20 tweets

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