Nicholas Peach 1.0 2 ideas

Head of APAC iShares, BlackRock
After 1 day
N/A
2/15 min ideas
After 1 week
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2/15 min ideas
After 1 month
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2/15 min ideas
2 winning  /  0 losing  ·  2 positions (30d)
Net: +10.3%
By sector
Crypto
1 ideas +7.4%
ETF
1 ideas +13.2%
Top tickers (by frequency)
BTC 1 ideas
100% W +7.4%
IBIT 1 ideas
100% W +13.2%
Best and worst calls
BlackRock states that a 1% portfolio allocation across Asia would unlock nearly $2 trillion in new capital. Their US Bitcoin ETF has already surged to $53B, driven significantly by Asian demand. The infrastructure for this capital to move is now live (ETFs). As Asian wealth managers seek diversification and yield, the "tiny move" of 1% is a mathematical inevitability that creates immense buy-side pressure on the underlying asset. LONG Bitcoin and its proxies (IBIT) as the primary beneficiaries of this capital wall. Regulatory crackdowns in Asia or a slowdown in ETF adoption rates.
BTC IBIT CoinDesk Feb 12, 07:31
Head of APAC iShares, BlackRock
Nicholas Peach (Head of APAC iShares, BlackRock) | 2 trade ideas tracked | BTC, IBIT | YouTube | Buzzberg