Tide Capital: Is the Market Bottoming Out After July's Plunge?

July 15, 2024--Abstract
The German government has transferred all seized Bitcoins to exchanges, with the sell-off largely absorbed. Concurrently, Bitcoin spot ETFs saw significant net inflows in July, indicating U.S. investors are buying the dip. The Nasdaq continues to hit new highs, favoring risk assets. We believe BTC will rebound once market sentiment stabilizes.

Altcoins have undergone significant corrections, helping deflate market bubbles and fostering healthier conditions for the crypto market. Market concentration is increasing, suggesting holding BTC and ETH may continue to outperform.

Market Sell-off Subsiding, Bottom Formation Underway

German Government Sell-off Pressure Absorbed

The Saxony police confiscated nearly 50,000 Bitcoins in January and gradually began selling them from mid-June, totaling over $3 billion, triggering market declines. Currently, all these Bitcoins have been transferred to exchanges, mitigating future sell-off impacts.

WEF-2024 Global Retail Investor Outlook

March 25, 2025--Key insights
Global capital markets have undergone a sustained fundamental shift, increasingly integrating individual investors into the financial ecosystem. This transformation has revolutionized how markets operate, establishing more accessible pathways for individuals to participate in spaces traditionally reserved for institutional and professional investors.

More Record-Breaking Growth Expected as Investors Lean on ETFs to Manage Global Uncertainty: BBH 2025 Global ETF Investor Survey

March 24, 2025--The ever-increasing demand for ETFs is fueled by investor appetite for liquidity, risk management, and diverse strategies.
Brown Brothers Harriman's 12th annual Global ETF Investor Survey of institutional investors, fund managers and financial advisors identifies a paradigm shift across the ETF landscape. The report reveals that a remarkable 95% of investors intend to increase their ETF allocations over the next 12 months, an increase from 82% in last year's survey.