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BlackRock - $BLK

Bitwise research head: Bitcoin is holding up through the Binance hack and a tech selloff
6 takeaways: Why the midterms matter less for crypto than feared, why advisor rooms are full while ETF flows stall, and how moving coins into an ETF got…
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Tau Balance founder: taxes erase 36% of a stock portfolio over 30 years
8 takeaways: why he thinks taxes are going up, the four-factor ETF with half a billion in it, and how a swarm of AI agents might replace your investment…
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Bitwise CIO: Wall Street is expanding from the 3 crypto tokens it believes in to 50
12 insights: Why crypto inflows are 2–4x the last cycle, how a NEAR fund drew tens of millions in weeks, and why active crypto funds may arrive in 18…
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15 or 16 companies are now worth $1T, up from just Apple, Rockefeller Capital CEO finds
10 insights: Why he says many AI-era startups won't get today's valuations, how he caps clients' exposure to speculative deals, and why selling Merrill…
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VettaFi research director: at this pace, 2026 ETF inflows reach $2.05T, a new record
15 insights: The IRS warning on 351 exchanges, why sports-futures ETFs solve no portfolio problem, and an Aristotle Pacific bond manager on what the…
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Altcoins will lead crypto's first real bull market, says Crypto Banter's co-founder
13 arguments: why AI agents will settle their payments on blockchains, why fully diluted valuation misprices tokens, and how a bet on Zcash at $100 grew…
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Almost 40–60% of ETF flows now come from model portfolios — FTSE Russell Convenes
7 insights: why institutions now hold ETFs for years, how 3,000-plus models compete for advisers, why options-based ETFs took off, and where private…
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BlackRock portfolio manager: global yields rose 50bps, in step with growth forecasts
7 arguments: why 60/40 is not back, why 5% rates help pensions, where inflation could fall to, and why government pressure cannot pull bond yields down
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Crossmark CEO: value has crushed growth this year, reversing a decade
5 takeaways: why he says a values screen costs nothing in performance, the 75/25 formula behind two new ETFs, and where the growth-value cycle turns…
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BlackRock PM on space: Starship could cut launch costs to "about $200" a kilogram
10 insights: Why he expects AI data centers to move into orbit next decade, SpaceX's Q4 2027 target for the first test, a Space Force budget he says…
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"LLM models are not deterministic": Goldman Sachs quant on AI-built portfolios
13 insights: why 45% of S&P 500 stocks now move against the index, why VIX-based switches add little to trend models, and how 21 AI agents vote on a…
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Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years
6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position
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