
Jan van Eck
@JanvanEck3
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Investments. Podcasts. History as a guide to the future. Looking to learn. @NYIslanders fan. @VanEck_US
Joined September 2012
RT @JanvanEck3: What’s missing in most outlooks…. *should we be overweight AI names (even more?).*Indian dynamism.*budget deficits helping….
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If you want to understand financial markets, major financial institutions and innovations, you have to subscribe to Marc's "Net Interest". Read this July 4th piece to get a taste of his insights and perspective. .
🇺🇸 In honour of July 4th, I’ve made this week’s Net Interest free for all. “Ode to America”: A celebration of the country that brought us the 30-year mortgage, the junk bond, the venture capital partnership – and made finance a tool for reinvention.
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What’s missing in most outlooks…. *should we be overweight AI names (even more?).*Indian dynamism.*budget deficits helping gold/BTC even though 10 year is confused.* $HOOD and $CRCL . Thanks @menlobear .
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Join me for a live Quarterly Outlook with @thoughtfulmoney at 11am ET. @vaneck_us . At this link:.
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RT @chenbfang: for the record @BitGo is not dropping $USDC support. props to @jerallaire for building a great product and a great company.
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Now, in some serious news….@DinariGlobal whoop whoop. Also, if people want to speak with tokenization and stablecoin experts, please comment in this thread.
Huge milestone: @DinariGlobal has secured the first US broker-dealer registration for tokenized stocks. Why this matters: .✅ First legal tokenized stock standard in the US .✅ Creates neutral protocol infrastructure vs. exchange-specific solutions.✅ Global API for stocks
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If you need a laugh, check out this “safety” matrix before @Anchorage pulls it down. According to the matrix, Circle’s USDC (world’s second largest stablecoin) and $AUSD (backed 100% by treasuries) have reserve issues. @jerallaire . Oh, and by the way, AUSD’s reserve manager—
Pay to Play. Much has been made about how parts of the crypto industry operate under a “pay to play” model. This is extractive, harms consumers, and creates opacity in markets. Seemingly, that “pay to play” nature has now permeated the regulated intersection of stablecoins and.
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Index firms keep owning more of the world. ESG lawsuits have quieted @BlackRock but the issue continues to grow. @Vanguard_Group had to split its operations in two to overcome ownership limits. @VivekGRamaswamy . I discuss:.
In a massive overhaul, Vanguard will split its $10.4 trillion in funds between two 'distinct' management teams with separate trading desks potentially trading against each other, analyst says
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RT @matthew_sigel: Tax Alpha Isn’t Just for Index Funds. 🧵. 1/ Imagine you manage an ETF that bought $CRCL at IPO at $31. It rips to $300.….
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Thanks to @nasdaq and @adenatfriedman for hosting us today. And congrats on the @Adenza_group deal!.
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RT @JanvanEck3: Background on Iran:. *Iran used to be called Persia. *First Persian Empire was largest empire in the world to date, 550 to….
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RT @krassenstein: BREAKING: At last one hypersonic ballistic missile appears to have just been used by Iran on Haifa Israel. So sad to s….
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2025 is turning into a revolutionary year for “crypto”:. *public markets access (Circle IPO), and. *Web2 companies use of stablecoins to improve margins (below). These are investable trends @vaneck_us @matthew_sigel.
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