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$iShares Bitcoin Trust (IBIT.US)$
The main reason for the rapid increase in funds flowing into bitcoin etfs is,
Recently, bitcoin has hit an all-time high in the $93,000 range, increasing investor interest, and
as the price rises, the assets of etfs are also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered, making it easier to enter.
Expectations for the re-election of President Trump have led to a widespread view that cryptocurrency-friendly policies will be implemented.
Major financial institutions are increasing their investments in Bitcoin ETFs, with companies like Goldman Sachs expanding their shareholdings.
Products like Blackrock's IBIT, which offer low costs and high liquidity, have emerged, expanding the options.
Bitcoin is growing to become the 7th largest asset in the world, boosting expectations for its future potential.
Following the success of the Bitcoin ETF, expectations for the Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
The main reason for the rapid increase in funds flowing into bitcoin etfs is,
Recently, bitcoin has hit an all-time high in the $93,000 range, increasing investor interest, and
as the price rises, the assets of etfs are also increasing.
Due to the small average trade size of etfs, the barrier to bitcoin investment is lowered, making it easier to enter.
Expectations for the re-election of President Trump have led to a widespread view that cryptocurrency-friendly policies will be implemented.
Major financial institutions are increasing their investments in Bitcoin ETFs, with companies like Goldman Sachs expanding their shareholdings.
Products like Blackrock's IBIT, which offer low costs and high liquidity, have emerged, expanding the options.
Bitcoin is growing to become the 7th largest asset in the world, boosting expectations for its future potential.
Following the success of the Bitcoin ETF, expectations for the Ethereum ETF are also rising, pushing up the overall cryptocurrency ETF market.
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アキバのヨッシー
commented on
$iShares Bitcoin Trust (IBIT.US)$
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size that ranks in the top 1% of all ETFs.
In terms of the amount of inflow in 2024, IBIT ranks 4th among all ETFs in the usa. The year-to-date inflow amount has exceeded $28 billion, and among the top 10 inflows, only IBIT is a crypto-related etf.
IBIT has recorded over 50% growth since the beginning of 2024, greatly outperforming major equity indices including VOO.
IBIT has recorded inflows of over 19 billion dollars in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as inflation hedges and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show a more stable movement.
There is a certain correlation between bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With President Trump's reelection, a favorable regulatory environment for virtual currencies is established, IBIT...
IBIT's total assets have exceeded $40 billion (approximately 6 trillion yen), surpassing all ETFs established in the past 10 years.
IBIT currently boasts an asset size that ranks in the top 1% of all ETFs.
In terms of the amount of inflow in 2024, IBIT ranks 4th among all ETFs in the usa. The year-to-date inflow amount has exceeded $28 billion, and among the top 10 inflows, only IBIT is a crypto-related etf.
IBIT has recorded over 50% growth since the beginning of 2024, greatly outperforming major equity indices including VOO.
IBIT has recorded inflows of over 19 billion dollars in 2024, becoming the second largest after VOO.
Bitcoin and gold are both seen as inflation hedges and safe assets, but their correlation is relatively low.
During market stress, GDLM tends to show a more stable movement.
There is a certain correlation between bitcoin and the stock market, but IBIT's price fluctuations tend to be larger than VOO's.
With President Trump's reelection, a favorable regulatory environment for virtual currencies is established, IBIT...
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$Japan Physical Palladium ETF (1543.JP)$
The return on Palladium ETF is currently trending upward in the short term, but downward in the long term. This primarily reflects the fluctuation of Palladium market prices. Palladium is in high demand for industrial applications such as automobile catalysts, and its supply is limited, leading to significant price fluctuations.
The recent returns are as follows:
• 1 month: +12.67%
• 3 months: +2.5%
• 1 year: -23.0%
• 3 years: -19.8%
Palladium is limited in supply and tends to have large price fluctuations, so it is important to be cautious of price volatility risks exceeding operating costs.
President Trump's protectionist trade policies may have a significant impact on the automotive industry, which could indirectly affect palladium demand.
President Trump advocates for easing environmental regulations, which may impact emissions regulations for automobiles and potentially affect the long-term demand for catalytic converters.
Due to President Trump's policies and statements...
The return on Palladium ETF is currently trending upward in the short term, but downward in the long term. This primarily reflects the fluctuation of Palladium market prices. Palladium is in high demand for industrial applications such as automobile catalysts, and its supply is limited, leading to significant price fluctuations.
The recent returns are as follows:
• 1 month: +12.67%
• 3 months: +2.5%
• 1 year: -23.0%
• 3 years: -19.8%
Palladium is limited in supply and tends to have large price fluctuations, so it is important to be cautious of price volatility risks exceeding operating costs.
President Trump's protectionist trade policies may have a significant impact on the automotive industry, which could indirectly affect palladium demand.
President Trump advocates for easing environmental regulations, which may impact emissions regulations for automobiles and potentially affect the long-term demand for catalytic converters.
Due to President Trump's policies and statements...
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$iShares 20+ Yr US Treasury Bd JPYHdg ETF (2621.JP)$
The reason why the iShares u.s. 20-year treasury bond ultra-ETF (with currency hedge) is showing an upward trend is that bond prices are inversely correlated with interest rates, so the expected decrease in interest rates is leading to an increase in bond prices.
Due to the high price sensitivity to interest rate fluctuations, ultra-long-term bonds with a maturity of over 20 years tend to see significant price increases during periods of declining interest rates.
In this ETF, by conducting a transaction of pre-booking exchange rates to be exchanged in the future (exchange rate futures reservation), the impact of exchange rate fluctuations is reduced, thereby minimizing the exchange rate risk between the U.S. dollar and the yen. This helps prevent a decrease in asset value during periods of yen appreciation.
Due to currency hedging, the price fluctuations of the ETF mainly reflect the price movements of U.S. bonds, allowing for investment focused on the interest rate trends in the United States.
The reason why the iShares u.s. 20-year treasury bond ultra-ETF (with currency hedge) is showing an upward trend is that bond prices are inversely correlated with interest rates, so the expected decrease in interest rates is leading to an increase in bond prices.
Due to the high price sensitivity to interest rate fluctuations, ultra-long-term bonds with a maturity of over 20 years tend to see significant price increases during periods of declining interest rates.
In this ETF, by conducting a transaction of pre-booking exchange rates to be exchanged in the future (exchange rate futures reservation), the impact of exchange rate fluctuations is reduced, thereby minimizing the exchange rate risk between the U.S. dollar and the yen. This helps prevent a decrease in asset value during periods of yen appreciation.
Due to currency hedging, the price fluctuations of the ETF mainly reflect the price movements of U.S. bonds, allowing for investment focused on the interest rate trends in the United States.
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The SPDR S&P 500 Trust (NYSEARCA: SPY), the world's largest listed investment trust, recorded a $5 billion outflow of funds in the week ending September 13, marking the 7th consecutive week of outflows. This is comparable to the outflow of approximately $3.4 billion from the SPY ETF (SPY) in the previous week.
A wide range of indices that track the SPDR S&P 500 Trust (SPY) recorded a 2.85% increase last week.
Fund flow in and out last week:
According to etf.com data, the 11 sectors of the S&P 500 recorded a net outflow of approximately $2 billion last week.
In 7 out of the 11 sectors, funds flowed out of each sector-specific fund. The Financial Select Sector SPDR Fund (XLF) had the highest outflow at approximately $1.580 billion, followed by the Consumer Discretionary Select Sector SPDR Fund (XLY) with an outflow of $0.566 billion.
During the same period, the Financial Select Sector SPDR Fund (XLF) dropped by 0.98%, while the Health Care Select Sector SPDR Fund (XLV) rose by 0.73%.
The sector with the highest inflow of funds last week was...
A wide range of indices that track the SPDR S&P 500 Trust (SPY) recorded a 2.85% increase last week.
Fund flow in and out last week:
According to etf.com data, the 11 sectors of the S&P 500 recorded a net outflow of approximately $2 billion last week.
In 7 out of the 11 sectors, funds flowed out of each sector-specific fund. The Financial Select Sector SPDR Fund (XLF) had the highest outflow at approximately $1.580 billion, followed by the Consumer Discretionary Select Sector SPDR Fund (XLY) with an outflow of $0.566 billion.
During the same period, the Financial Select Sector SPDR Fund (XLF) dropped by 0.98%, while the Health Care Select Sector SPDR Fund (XLV) rose by 0.73%.
The sector with the highest inflow of funds last week was...
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アキバのヨッシー
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$Lockheed Martin (LMT.US)$
The major defense companies in the United States are connected to Israel behind the scenes.
northrop grumman corp
Supplying F-35 fighter jets to Israel, which has become one of the main fighter jets of the Israeli Air Force.
Providing Israel with defense systems such as PAC-3 missiles.
Boeing:
Supplying F-15 fighter jets and Apache AH-64 attack helicopters to the Israeli Air Force.
Providing JDAM kits, giving the ability to convert unguided bombs into precision-guided munitions.
These equipment are widely used in various operations, including attacks on Gaza.
Raytheon Technologies:
Known as a co-developer of the Iron Dome missile defense system.
Supplying Israel with Tomahawk missiles, Patriot missile systems, and more.
Northrop Grumman Corp:
Providing technology to Israel's unmanned aerial vehicle (UAV) program.
Supplying Israel with radar systems and electronic warfare equipment.
General Dynamics:
Supplying artillery shells and bomb casings to Israel, heading to Gaza...
The major defense companies in the United States are connected to Israel behind the scenes.
northrop grumman corp
Supplying F-35 fighter jets to Israel, which has become one of the main fighter jets of the Israeli Air Force.
Providing Israel with defense systems such as PAC-3 missiles.
Boeing:
Supplying F-15 fighter jets and Apache AH-64 attack helicopters to the Israeli Air Force.
Providing JDAM kits, giving the ability to convert unguided bombs into precision-guided munitions.
These equipment are widely used in various operations, including attacks on Gaza.
Raytheon Technologies:
Known as a co-developer of the Iron Dome missile defense system.
Supplying Israel with Tomahawk missiles, Patriot missile systems, and more.
Northrop Grumman Corp:
Providing technology to Israel's unmanned aerial vehicle (UAV) program.
Supplying Israel with radar systems and electronic warfare equipment.
General Dynamics:
Supplying artillery shells and bomb casings to Israel, heading to Gaza...
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アキバのヨッシー
commented on
$Listed Tracers USGov Bd 0-2yr Ladr UnHdg (2093.JP)$
An ETF that newly listed on the Tokyo Stock Exchange on October 5, 2023.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: 0.066% per annum (0.06% excluding tax).
• Settlement: Four times a year (February, May, August, and November 10th each).
This ETF specializes in U.S. bonds with a residual maturity of less than 2 years and invests in shorter-term bonds.
As it is a type without currency hedging, there is a foreign exchange risk, but it is eligible for the growth investment category of the new NISA system.
I think the USA 2-year Treasury bond ETF can be considered a safe investment option.
An ETF that newly listed on the Tokyo Stock Exchange on October 5, 2023.
• Investing in US government bonds with remaining maturity of 0-2 years.
• Trust fee: 0.066% per annum (0.06% excluding tax).
• Settlement: Four times a year (February, May, August, and November 10th each).
This ETF specializes in U.S. bonds with a residual maturity of less than 2 years and invests in shorter-term bonds.
As it is a type without currency hedging, there is a foreign exchange risk, but it is eligible for the growth investment category of the new NISA system.
I think the USA 2-year Treasury bond ETF can be considered a safe investment option.
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$SPDR® Gold Shares (1326.JP)$
It is the world's largest Gold ETF that invests in physical gold.
An etf aimed at tracking the "Gold Bullion Price (LBMA Gold Price)" when converted into yen.
Price change rate in the past year: +11.05%
Price change rate in the past 5 years: +93.87%
The net asset value per unit is equivalent to approximately 1/10 troy ounce (about 3.11g) of gold.
Lowering the entry barriers to the gold market and providing a relatively cost-effective investment option.
For many investors, the trading costs of SPDR Gold Shares are expected to be more cost-effective than purchasing physical gold bullion, storage, and insurance costs.
It is the world's largest Gold ETF that invests in physical gold.
An etf aimed at tracking the "Gold Bullion Price (LBMA Gold Price)" when converted into yen.
Price change rate in the past year: +11.05%
Price change rate in the past 5 years: +93.87%
The net asset value per unit is equivalent to approximately 1/10 troy ounce (about 3.11g) of gold.
Lowering the entry barriers to the gold market and providing a relatively cost-effective investment option.
For many investors, the trading costs of SPDR Gold Shares are expected to be more cost-effective than purchasing physical gold bullion, storage, and insurance costs.
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アキバのヨッシー
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$Barrick Gold (GOLD.US)$
Barrick Gold is the world's largest gold mining company.
Operating in countries with low political risks, Barrick Gold emphasizes acquiring long-life large-scale mines, conducting more efficient operations than multiple small-scale mines.
Against the backdrop of soaring gold prices, 2023 saw strong performance. The company plans to increase its production volume by 30% in terms of gold equivalent over the next 10 years.
CEO Mark Bristow seems to believe that the company's stock is undervalued.
Barrick Gold is the world's largest gold mining company.
Operating in countries with low political risks, Barrick Gold emphasizes acquiring long-life large-scale mines, conducting more efficient operations than multiple small-scale mines.
Against the backdrop of soaring gold prices, 2023 saw strong performance. The company plans to increase its production volume by 30% in terms of gold equivalent over the next 10 years.
CEO Mark Bristow seems to believe that the company's stock is undervalued.
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$Nissin (9066.JP)$
The company has announced an increase in the annual dividends for the fiscal year ending in March 2025, raising it to 200 yen, an increase of 90 yen compared to the previous period. As a result, the dividend yield (financial estimates) has increased from 3.55% to 6.46%.
A share buyback was also announced simultaneously.
The guideline for the shareholder capital dividends payout ratio (DOE) has been raised from the previous "2.0% or higher" to "4.0% or higher".
If the dividend forecast for the fiscal year ending in March 2025 is realized, it will be the 4th consecutive year of increased dividends.
After the announcement on May 9, 2024, Nisshin's stock price recorded a temporary 22.6% surge, hitting the daily price limit.
The company has announced an increase in the annual dividends for the fiscal year ending in March 2025, raising it to 200 yen, an increase of 90 yen compared to the previous period. As a result, the dividend yield (financial estimates) has increased from 3.55% to 6.46%.
A share buyback was also announced simultaneously.
The guideline for the shareholder capital dividends payout ratio (DOE) has been raised from the previous "2.0% or higher" to "4.0% or higher".
If the dividend forecast for the fiscal year ending in March 2025 is realized, it will be the 4th consecutive year of increased dividends.
After the announcement on May 9, 2024, Nisshin's stock price recorded a temporary 22.6% surge, hitting the daily price limit.
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アキバのヨッシー OP : At present (November 2024), it is not possible to directly purchase Bitcoin ETFs such as iShares Bitcoin Trust (IBIT) at Japanese securities companies. The main reasons are as follows:
1. Regulatory restrictions:
• Currently in Japan, handling of crypto ETFs is not allowed.
• The Financial Services Agency is taking a cautious stance and legislative changes are required.
2. Not listed domestically:
• Bitcoin ETFs like IBIT are listed on securities exchanges in the USA and not on Japanese securities exchanges.
3. Restrictions on overseas ETF trading:
• Many Japanese securities companies do not handle all overseas ETFs.
4. Differences in legal systems:
• Due to different securities regulations between Japan and the USA, direct handling is difficult.
However, in terms of future prospects:
1. Moves towards future entry of Bitcoin ETFs exist, such as SBI Holdings partnering with a leading US asset management company.
2. Discussions and preparations for introducing Bitcoin ETFs domestically in Japan may progress.
3. With legislative changes and regulatory easing, there may be potential for Japanese securities companies to handle Bitcoin ETFs in the future.
Currently, Japanese investors need to consider indirect methods such as opening a US securities account to invest in Bitcoin ETFs like IBIT. However, this comes with various constraints and risks, so caution is necessary.
アキバのヨッシー OP : Securities companies in japan that offer investment products related to bitcoin include the following:
1. SBI Securities: The SBI Group is actively involved in cryptocurrency business and operates a cryptocurrency exchange called SBI VC Trade.
2. Monex Securities: Provides a cryptocurrency cfds (Contracts for Difference) service called 'Monex Bitcoin'.
3. GMO Coin: A cryptocurrency exchange owned by the GMO Internet Group.
These companies operate in Japan and offer investment products related to bitcoin.