Wondering what “Structure Matters” means? Here goes…read on etfthinktank.tidalfinancialg… #Management #Compensation #Religion #Marketing #Fintech #Innovation #Technology #Blockchain #Bitcoin #finance #currency #markets #entrepeneurship #restaurants #future #fire #retirement #planning #ETFs #Tokenization

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AI is moving fast. But not everything around it is. Capabilities can advance exponentially, while infrastructure takes years to build and organizations can take even longer to adapt. Leaders will need to manage at multiple speeds: mck.co/aieconomy

Morgan Stanley sees the combined ROIIC of large hyperscalers (Amazon, Alphabet, Microsoft, Meta, and Oracle) bottoming in Q4'27 before climbing higher. "Based on consensus estimates, the measure troughs in the third quarter of 2027 at about 23 percent and then rebounds somewhat to about 35 percent in 2030." (h/t @ShanuMathew93) $GOOGL $AMZN $MSFT $META $ORCL

"AI INVESTING HAS BEEN AROUND FOREVER. WE JUST CALLED IT ALGORITHMS." -Today's AI trading is just the next phase of algorithms and machine learning Wall Street has run for 25 years -High-frequency trading faced the same "this will hurt investors" fear a decade ago. It brought more liquidity instead -@JayPestrichelli, Chief Trading Officer at Tidal, says his honest bet: half the issuers asking AI for a new trading idea aren't getting one that works. Real advancement still comes from people

BREAKING: MoonPay and WisdomTree have formed a strategic collaboration to bring tokenized mutual funds to investors in the United States powered by MoonPay Institutional and MoonPay Trade infrastructure, the ability to purchase WTGXX using stablecoins will go live this year

AGENTIC TRAFFIC NOW MAKES UP MORE THAN 70% OF ALL INFERENCE TRAFFIC 🚀 Agentic workloads are characterized by four elements: 🟠 Multi-turn: a session includes tens or hundreds of turns, leading to high potential KV-cache reuse. 🟠 Long context: system prompts, tool definitions, and the large number of turns make context accumulate quickly. 🟠 High prefix reuse: since the conversation progresses linearly, where output from turn n-1 is concatenated to turn n (typically), most context can be served from KV cache rather than recomputed (this depends on the amount of storage available to store KV tensors). As n grows, the ratio of cached input relative to uncached input typically tends towards 1. 🟠 Sub-agent bursts: a session launches multiple short-lived sub-agents with fresh context, which create bursty KV-cache patterns.

Clarity is clear! Banks won you lost! Next time you want to send a wire from your bank account remember how your members of Congress voted related to the market structure bill/CLARITY Act!

🚨🗞️NEW: Clarity Act Heads to Pivotal Senate Vote as Democrats Make Eleventh-Hour Counteroffer Everything you need to know ahead of this afternoon’s vote, including details of the Dem counteroffer, GOP pushback and a new White House initiative. ⬇️ cryptoinamerica.com/p/clarit…

ETFs are coming to market with more assets lined up as evidenced by UC's massive $2.5b seeding of $UCGB and Proshares' $IQMM as the avg size of an ETF on Day One has about doubled over the past five years vs historical norm. I'm hearing the same thing from white label issuers- can you come to market with $100m is now the new bar to clear via @psarofagis

What would the CLARITY Act mean for people building and using crypto? 10 building blocks to understand, from how tokens are regulated to protections for open source developers and self-custody.

"We'll be at Future Proof in Huntington Beach, Sept 14–17. Come find us at Booth 617 (Zone3), hang out, grab a margarita, and meet some of our clients. Don't miss our two booth sessions: Beyond 60/40 Without Chasing Hype on Tue 9/15, 12:45 PM and Liquidity Lounge: Don't Let Low Volume Fool You on Wed 9/16, 3:30 PM"

Goldman Sachs just quintupled its robot forecast and Morgan Stanley thinks even that is far too conservative (Save this). Goldman's old base case called for 1.4 million humanoid units in 2035 and the new one calls for 6.48 million. The 2030 estimate jumped from 256,000 to 890,000 units, putting the 2035 market around $138 billion versus $38 billion before. Morgan Stanley models a different universe entirely, with 24.4 million units installed by 2036 and 1 billion by 2050 worth about $7.5 trillion in annual revenue. The revision happened because the economics crossed a line because average unit prices are expected to fall from $41,800 in 2025 to $21,300 in 2035. Goldman sees e commerce warehouses as the earliest deployment, followed by auto production lines, with Amazon and Walmart leading. Amazon's automation program alone should save about $72 billion cumulatively from 2026 to 2030, adding roughly 240 basis points to group EBIT margin. The labor math explains why the long term numbers get so large because about 75% of US occupations and 40% of employees have some degree of humanoidability, implying roughly 63 million units and a $3 trillion market in the US alone. China is projected to hold about 302 million units by 2050 versus 77.7 million in the US, making this a geopolitical race too. Now here is some of the best positioned names sit one layer below the robot brands. Goldman named Toyota, Honda, Mitsubishi Motors, JTEKT, Aisin, MinebeaMitsumi, Renesas, Harmonic Drive, NEC, and Fujitsu as beneficiaries. Component and reducer makers like Harmonic Drive, Leader Harmonious Drive, and Shuanghuan carry buy or outperform ratings from Deutsche Bank, Bernstein, and UBS. Semis benefit directly, since each robot carries $3,000 to more than $6,000 of chip content across Nvidia, Renesas, and Teradyne. If you want ETF exposure runs through KOID as a broad physical AI basket and HUMN, which leans toward UBTech, Tesla, Harmonic Drive, and Hyundai. Suppliers are the cleaner bet here because no single robot brand will dominate and Goldman thinks Toyota alone could build 190,000 to 540,000 units in 2035, or just 3% to 8% global share. That fragmentation means demand for reducers, bearings, and actuators rises no matter who wins and Morgan Stanley notes the bar is now shifting to reliability, yield, and manufacturing scale, which favors proven incumbents. Bullish on humanoid robotics and especially the suppliers behind the buildout. If you enjoyed reading this, make sure to follow @MelvinInvests for more robotics and AI insights And if you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can join for just $1 using the link below. link.milkroad.com/tx5qip

Thanks Mike @mcagney ETFs won over asset managers because demand by investors who preferred the benefits of transparency, lower cost and ease of use over mutual funds. This is similar to Blockchain what tokenizations offers. Demand will come in time.

Consider investing in the ETFs that trade like the elected officials you voted for. $NANC: Subversive Congressional Democrats Trading ETF $GOP: Subversive Congressional Republicans Trading ETF

Sometimes, copycats CAN come out on top. Consider investing in $NANC and $GOP ETFs to invest in the same reported trades of Congresspeople. $NANC: Subversive Congressional Democrats Trading ETF $GOP: Subversive Congressional Republicans Trading ETF

Yes, there is a lot of debt out there, but there is also a lot of equity. Can't just focus on one and not the other. When you look at overall household liabilities as a % of total assets, it is the lowest in more than 60 years. Not a popular take, but households are potentially in some of the best shape they've been in in a generation.

1987 @MichaelDell $DELL had slightly over $69 million Sales. In 2027 wecould see almost $200 billion.