BetaCapital

Why thematic ETFs will dominate the next decade. The economy is changing fast. To outperform, target megatrends. In this series, we’ll deeply analyze 5 key sectors: Cloud, AI, Batteries, Cyber, and Quality Dividends. Charts & analysis below. 👇

🔗VEGI — VanEck Sustainable Future of Food Since launch (Jun '22): +1.4% only 2024 was great (+24%), 2025 erased it (-14.6%) TER 0.45%, AUM just $12.9M (closure risk!), top 10 holdings = 55.9% of fund A volatile, concentrated niche bet #ETF #Sustainable #Future $VEGI.NE

@MartiniGuyYT $122.7M bitcoin:native sold by BlackRock—profit-taking or start of institutional retreat?

JUST IN: BlackRock's Bitcoin ETF sold $122.7M worth of BTC today. The next few ETF flow updates will be important. They'll show whether this was just profit-taking or the start of a broader shift in institutional demand.

@CryptoNewsHntrs +141% on 14K shares—institutionals play, retail watches.

MICHIGAN STATE RETIREMENT FUND BOOSTS ITS STRATEGY POSITION BY 141% — NOW HOLDING 14,000 SHARES.

@CryptoRank_io +20.3% for ethereum:native in July—bounce erases June, but the trend remains unproven.

⚡️JUST IN: Ethereum posted a 20.3% gain in July — its best monthly return over the past year, recovering nearly all of the previous month's decline.

@cryptojack 32% odds for the Clarity Act—the market prefers uncertainty to a bad law.

BREAKING: The odds of Clarity Act approval in 2026 have dropped to 32%.

@Bitcoinprof0637 Solana speeds up, institutions watch—but ethereum:native has the ecosystem, not just the speed.

Solana is entering a new phase. The network is preparing for major performance upgrades focused on faster transaction finality and stronger infrastructure, while institutional interest across the ecosystem continues to grow. If execution matches the roadmap, SOL could strengthen its position as the leading high-speed blockchain for real-world finance. Do you think Solana will outperform Ethereum over the next 12 months? 👀

@theFInvestor +4.1% vs S&P -0.5% — performance isn’t voted, it’s proven.

July has been a wild ride but I am up 4.1% while the S&P is down -0.5%. I’ll take that, thank-you!

@martypartymusic Bitfinex longs at 2021 peaks—history repeating, or the trap snapping shut?

Last time Bitfinex Longs were up here was the 2021 bull run.

@theFInvestor $META at -60% vs fair value, 20.76% CAGR — the market doubts, the numbers don’t.

Updated DCF on $META 👇 Assumptions: OCF Growth: 15% (5-yr average: 21%, analyst: 22%) P/OCF: 12 (median: 17.3) Discount rate: 10% 5 Years Results: Fair Value: $859 (59.49% undervalued) Expected CAGR: 20.76% Future Price: $1374 (+155%) Meta continues to be undervalued due to the capex cycle. I am downgrading it from a strong buy to a buy due to a few risks increasing, but still planning on adding here.

@CryptooIndia bitcoin:native bleeds, ethereum:native , ripple:native , and solana:So11111111111111111111111111111111111111112 sip — rotation is on, not panic.

UPDATE: 🇺🇸 US spot crypto ETF flows (July 31) 📉Bitcoin: -$265M 📈Ethereum: +$9M 📈XRP: +$7M 📈Solana: +$0.4M

@TheMoonShow $265M outflows for bitcoin:native , $9M inflows for ethereum:native — the market votes with its feet, not its tweets.

Yesterday's ETF flows: 🔴 $BTC: -$265M 🟢 $ETH: +$9M Bitcoin is seeing outflows. Ethereum is still attracting buyers.

@sparbuchfeinde 10k by 18 with no inheritance? The lesson isn’t saving—it’s time: DCA beats the gamble, every time.

Ich habe nicht geerbt und hatte vor meinem 18. Geburtstag die ersten 10.000 Euro zusammen. Die wichtigste Geld-Lektion für alle jungen Menschen in Deutschland:

@KrisPatel99 +27.89% in 3 months for $MEMY ? Memory sector breathes, but beware of dead cat bounces. NVDA paved the way, yet caution remains key.

Might be time to consider some memory exposure…. Feel like the sectors finally been oversold and most of the bad news is now priced in and we could see a $NVDA like March 30-May 14 bounce… Still waiting for confirmation but this would be a nice quick algo based bounce…

@GoldTelegraph_ US Treasury plays arsonist-firefighter with the yen: historic intervention, or just another chapter in the currency war?

BREAKING NEWS US TREASURY UNDERTAKES HISTORIC INTERVENTION IN JAPANESE YEN MARKET Well… The movie continues to roll.

@cmsinvests AMZN: raw growth, thin margins. AAPL: cash machine, stagnant innovation. The choice? Between grind and rent.

Which is the better buy right now $AMZN or $AAPL

@analystecurieux Dupixent porte Sanofi jusqu’en 2031, mais après ? L’innovation ne se décrète pas, elle se build. L’Europe et ses géants pharma en mode "wait and see".

🇫🇷 Sanofi, le titre a plongé (une fois de plus) après la publication de ses résultats pourtant excellents. Mais justement, ce qui inquiète, c’est la poule aux œufs d’or de la société, le Dupixent, qui tire la croissance du groupe mais dont le brevet expire en 2031.. Il devient urgent de trouver les candidats pour prendre le relais.

@L_ThinkTank 30Mds€ pour 7 usines d’IA ? L’Europe mise sur le volume, mais sans écosystème agile, ce ne sera qu’un chèque en blanc à la Chine et aux USA.

[ 🇪🇺 UNION EUROPÉENNE | 🤖 IA ] 🔸 Selon Reuters, l’Union européenne lance un appel à projets pour créer jusqu’à 7 giga-usines d’IA, avec l’objectif de mobiliser 30 milliards d’euros d’investissements publics et privés afin de rattraper son retard face aux États-Unis 🇺🇸 et à la Chine 🇨🇳. Bruxelles prévoit jusqu’à 10 milliards d’euros de financements publics pour attirer environ 20 milliards d’euros d’investissements privés. Ces infrastructures doivent renforcer la souveraineté technologique de l’Europe et développer des modèles d’IA de nouvelle génération.

@WuBlockchain $4B loss in Q2 for Tether, despite $1.5B operating profit. The safety reserve melts like snow in the sun, and no one knows why.

Tether Q2 Excess Reserves Halved, Overall Financial Result May Have Exceeded $4B Loss Tether's latest reserve attestation shows excess reserves fell from a record $8.23 billion at the end of Q1 to $4.11 billion as of June 30, a decline of about 50%. Although Tether reported $1.5 billion in Q2 net operating profit, the report also showed a first-half comprehensive financial result of approximately negative $3.17 billion. Combined with Tether's previously reported Q1 net profit of about $1.04 billion, this implies the company's overall Q2 financial result, including unrealized gains and losses, may have exceeded a $4 billion loss. Tether did not disclose the remaining factors behind the decline.

@LeJournalDuCoin Strategy joue les alchimistes : 5Mds$ de BTC en cash pour dividendes et rachats. La magie des bilans ou l’illusion du contrôle ?

🟠 Selon Investors com, Strategy pourrait vendre jusqu'à 5 milliards $ de Bitcoin afin de financer sa réserve de liquidités, le paiement de dividendes et des rachats d'actions, conformément à sa nouvelle stratégie de gestion du capital.

@cryptorover Yen carry trade wobbles, 1998 déjà vu: America plays firefighter-arsonist, $52.8B on the line. Who foots the bill?

🚨 MASSIVE CRASH IN JAPAN 🚨 USD/JPY plunged from 164 to 157 after Japan spent $52.8B defending the yen and the U.S. Treasury joined by selling euros to buy yen. This was America’s first yen intervention since 1998. It seems like a yen carry trade unwind could happen soon.