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Bitcoin Goes Mainstream: Why Institutions Now See It as a Core Portfolio Asset

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Bitcoin Goes Mainstream: Why Institutions Now See It as a Core Portfolio Asset

Adrian Fritz, Chief Investment Strategist at 21Shares, joins to break down how Bitcoin is evolving from a speculative trade into a core portfolio allocation. With major asset managers now recommending anywhere from 2% to 6% exposure, the conversation is shifting from whether to own Bitcoin to how much and how to integrate it into a diversified portfolio. As institutional adoption grows, Bitcoin is increasingly being viewed as a long-term strategic asset rather than a short-term bet.

Fritz also highlights Bitcoin’s performance during periods of global uncertainty, noting its role as a potential “chaos hedge,” with prices rising nearly 20% amid recent geopolitical tensions. At the same time, the influx of institutional capital, especially through ETFs is helping reduce volatility and bring more stability to the market. While most flows continue to concentrate in Bitcoin over other cryptocurrencies like Ethereum and Solana, this trend reflects growing confidence from traditional investors entering the space.

Looking ahead, Fritz sees regulation such as the proposed Clarity Act as important for long-term growth, though not necessarily a short-term price catalyst. The bigger shift, he says, is that crypto is no longer fighting for legitimacy; instead, the focus is now on education, adoption, and portfolio integration. As institutional momentum builds, Bitcoin’s role in global finance continues to mature.

Nvidia Carries Growth as Markets Broaden Ahead of Earnings

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Nvidia Carries Growth as Markets Broaden Ahead of Earnings

Phil Rosen, Chief Market Strategist at Pro Cap Financial, joins to break down the shifting dynamics of market leadership ahead of a major wave of Big Tech earnings. While the so-called Magnificent 7 continue to dominate headlines, Rosen highlights a key shift, remove NVIDIA from the equation, and earnings growth for the group drops sharply from around 23–24% to just 6.5%, falling below the broader S&P 500. This raises questions about whether Big Tech’s dominance is starting to fade as growth slows across the rest of the group.

With earnings on deck from giants like Microsoft, Meta, Amazon, Alphabet, and Apple, the focus isn’t just on results, it’s on future spending. Investors are watching closely to see whether these companies increase capital expenditures, particularly around AI and data center buildouts. While long-term fundamentals remain strong, any surprise jump in spending could trigger short-term market reactions after years of already heavy investment.

Beyond Big Tech, Rosen points to improving market breadth as a positive signal, with the broader “S&P 493” keeping pace with the major indexes. This suggests a healthier, more balanced rally rather than one driven solely by a handful of mega-cap names. Looking ahead, all eyes also turn to the Federal Reserve and Jerome Powell, as a key policy decision and potentially historic press conference could shape the next phase of the market.

S&P 500 Surges 10% in April: Big Tech Earnings & Fed Decision in Focus

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S&P 500 Surges 10% in April: Big Tech Earnings & Fed Decision in Focus

Michael Reinking, Senior Market Strategist at the New York Stock Exchange, joins to break down a quietly strong market as the S&P 500 posts one of its best months since 2020, climbing roughly 10% in April. While daily gains may appear modest, the broader trend reflects a powerful rally driven by strong earnings, with over 80% of companies beating expectations on both revenue and profit. However, a growing “guidance gap” is emerging, where cyclical companies are delivering solid results but remaining cautious about future outlooks.

In contrast, the tech sector, especially semiconductors, continues to show no signs of slowing. With names like NVIDIA hitting new highs, the semiconductor rally has broadened beyond just AI leaders to include industrial and analog chipmakers, signaling strength across the wider economy. Meanwhile, software stocks such as Salesforce, IBM, and Snowflake are lagging, weighed down by ongoing concerns around AI disruption and shifting market dynamics.

Looking ahead, all eyes turn to a pivotal week featuring major tech earnings and a key decision from the Federal Reserve. While markets expect interest rates to remain unchanged, attention is focused on Jerome Powell and whether this could mark a turning point in leadership. For now, earnings remain the dominant driver, with investors closely watching how Big Tech guidance and capital spending trends shape the next phase of the market rally.

How Jito’s Block Assembly Marketplace Is Driving Institutional Crypto Adoption

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How Jito’s Block Assembly Marketplace Is Driving Institutional Crypto Adoption

Rebecca Rettig, COO and CLO of Jito Labs, joins to break down the surge in activity across the Solana ecosystem and what’s driving growing institutional adoption. At the center of that momentum is BAM (Block Assembly Marketplace), a complementary network designed to enhance Solana’s capabilities by offering greater transaction speed, privacy, customization, and execution certainty key features that institutional players are increasingly demanding as they move on-chain. With Solana already known for its high-speed performance, BAM is helping unlock a new layer of efficiency and scalability for large-scale users.

Rettig also highlights the significance of expanding into Asia, particularly through partnerships like CODA in South Korea, which is emerging as a major hub for crypto innovation. The deal supports access to advanced digital assets like liquid staking tokens, opening the door for broader adoption in a region that has been both regulatory-forward and highly receptive to blockchain technology. As institutional infrastructure continues to evolve globally, Asia remains a critical growth engine for the crypto ecosystem.

Navigating the Markets: Insights on the U.S. Economy and Investment Opportunities with Michael Rosen

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Navigating the Markets: Insights on the U.S. Economy and Investment Opportunities with Michael Rosen

Michael Rosen, Managing Partner and CIO at Angeles Investments, joins Remy Blaire to discuss the current state of the U.S. economy. They discuss how the economy is faring, with GDP growth around 2-2.5% and record corporate profits and margins. Michael emphasizes that while the stock market, particularly the Nasdaq and S&P 500, is thriving, it’s essential to recognize that the market does not always reflect the broader economy.

They explore the dynamics within the tech sector, particularly the AI ecosystem, where demand for technology providers is outpacing supply. Michael highlights the strength of companies like Nvidia and Micron, which are benefiting from this demand.

As they look at global markets, Michael shares his insights on the shift in investment strategy, moving from overseas markets back to an overweight position in the U.S. due to rising energy prices impacting Europe and Asia. He believes that while long-term diversification overseas is still a sound strategy, the immediate outlook favors U.S. investments.

Finally, they touch on the topic of cryptocurrency. Michael candidly admits he has not invested in private cryptocurrencies, citing concerns over their volatility and the lack of proven use cases. However, he acknowledges the potential for central bank digital currencies and the digitalization of the financial system.

Revolutionizing Commercial Insurance: How Artificial Labs is Modernizing the Industry

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Revolutionizing Commercial Insurance: How Artificial Labs is Modernizing the Industry

In this episode of Money20/20, Scarlett Sieber delves into the world of Artificial Labs, a fintech company that is modernizing the commercial and specialty insurance industry from within. Unlike many disruptors, Artificial Labs focuses on enhancing existing processes rather than overhauling the entire system.

The commercial insurance sector is vast and profitable, yet it still relies heavily on outdated manual processes. Artificial Labs addresses this by providing digital brokering and underwriting platforms that replace inefficient methods like spreadsheets and emails with software designed for real underwriting decisions.

Discover how Artificial Labs generates revenue through several key strategies like Enterprise SaaS Contracts, Long-term Institutional Deployments and Deep Workflow Ownership.

    Scarlett highlights the conservative nature of the commercial insurance industry, which changes slowly but is currently under pressure due to inefficiencies and regulatory demands for transparency. This backdrop has allowed Artificial Labs to gain momentum, culminating in a $45 million Series B funding round aimed at scaling globally and entering the U.S. market.

    Aditionally, Scarlett emphasizes that Artificial Labs is not about disrupting the insurance industry but rather about improving its operations. By becoming a trusted system for insurers to price risk consistently and profitably, Artificial Labs exemplifies a fintech that quietly compounds value over time.

    Markets on Edge as Fed Decision Looms and Powell Signals Likely Hawkish Tone

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    Markets on Edge as Fed Decision Looms and Powell Signals Likely Hawkish Tone

    David Busch, Co-Chief Investment Officer for Trajan Wealth, joins Remy Blaire to discuss the current state of the U.S. stock market. With the Federal Reserve’s rate announcement expected to remain unchanged, all eyes are on Chair Jerome Powell’s comments, especially as he prepares to be replaced by Kevin Warsh following his confirmation by the Senate Banking Committee.

    They explore the mixed macroeconomic landscape, highlighting solid labor markets and slowing economic growth, with a particular focus on inflation data. The recent CPI and PPI prints were higher than expected, and tomorrow’s core PCE report will be crucial for the Fed’s decision-making.

    They also discuss the implications of elevated oil prices on the central bank’s strategy and the anticipated hawkish tone from Powell during his press conference. Additionally, they look ahead to the earnings reports from the Mag 7 companies, which represent a significant portion of the S&P 500 market capitalization, and how their performance could impact market reactions.

    David shares insights on market breadth and the potential for a broadening out of tech stocks, while also emphasizing the importance of traditional value sectors benefiting from AI infrastructure. They touch on the rising gas prices and their impact on consumers, particularly in the context of the K-shaped economy, where the lower-income segments are feeling the pinch.

    As they wrap up, they discuss the current volatility across asset classes and David’s bullish outlook on the energy sector, alongside a cautious stance on large-cap tech. He also highlights the potential for fixed income to serve as a diversifier in today’s market.

    The Great Wealth Transfer: How Generational Shifts are Reshaping Investment Strategies

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    The Great Wealth Transfer: How Generational Shifts are Reshaping Investment Strategies

    Amar Ahluwalia, CEO and co-founder of OneVest, joins Remy Blaire to provide insights into the evolving landscape of SaaS and wealth management.

    They discuss the impending wealth transfer, estimated to be up to $124 trillion, from baby boomers to millennials and Gen Z. This shift could lead to changes in investment priorities, with younger generations gravitating towards private markets, alternatives, and thematic strategies.

    Amar highlights how investors are reassessing the valuation of SaaS companies, moving away from growth metrics to a focus on cash flows. Amar also addresses the impact of AI on wealth management, noting that it is becoming an essential tool for companies looking to modernize their technology stacks.

    As they explore the wealth transfer, Amar points out that while the headline figures are impressive, the reality may be more complex. Factors such as longer life expectancies, rising healthcare costs, and the financial support of adult children are all influencing the dynamics of this transfer.

    In closing, they emphasize the importance for wealth advisors to consider the interplay of AI, mergers and acquisitions in the RIA space, and the intergenerational wealth transfer. Amar stresses that advisors must address all these factors simultaneously to remain relevant in a rapidly changing market.

    From Reactive to Proactive: Investors Shift Strategies Amid Rising Climate Threats

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    From Reactive to Proactive: Investors Shift Strategies Amid Rising Climate Threats

    Jeremy Porter, the Chief Economist and founding member of First Street, joins Remy Blaire to dive into the topic of climate risk and its impact on the investment landscape. Recent analysis reveals that physical climate risk is no longer just an ESG disclosure exercise, with estimated annual losses from the MSCI World Reads Index reaching $3.1 billion and projected to compound significantly by 2056.

    Jeremy highlights that companies are increasingly recognizing the material impact of climate risks, with disclosures about severe climate risks to revenues doubling from 32% to 64% since 2000. This growing awareness is prompting sectors, particularly real estate and infrastructure, to proactively integrate climate risk data into their investment decisions and risk analytics frameworks.

    They discuss the current state of investor behavior, noting that while many are still reacting to climate events retroactively, there is a shift towards a more proactive approach. Jeremy emphasizes the importance of obtaining the right data to understand how climate risks affect business operations, which will ultimately lead to better investment strategies.

    As they explore the integration of climate risks into core investment decisions, Jeremy points out that there are early movers in the real asset sector who are already seeing positive results from adapting to this information.

    The Future of Finance: Trust, AI and the Evolution of Banking

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    The Future of Finance: Trust, AI and the Evolution of Banking

    Rob Rooney, co-founder and CEO of Hyperlayer, joins Remy Blaire to delve into the challenges traditional banks face in the rapidly evolving landscape of financial services, particularly in light of the AI revolution and the rise of neobank disruptors.

    Rob emphasizes that while legacy systems have provided stability for decades, they are now struggling to meet the demands of hyper-personalized, instant financial experiences. Rather than overhauling these systems, Hyperlayer recommends enhancing existing core technologies with an orchestration layer that adds intelligence, so banks can innovate more effectively and safely.

    A key point of the discussion was the importance of trust in the financial sector. Rob highlights that incumbent banks possess a significant trust factor that they can leverage as they adopt agentic AI technologies. This trust is crucial as customers increasingly expect seamless and comprehensive financial services within a single ecosystem.

    They also explore the concept of extending a bank’s core infrastructure rather than replacing it entirely, likening it to upgrading a car’s driver experience without changing the engine. Rob explains that this approach allows banks to provide better customer experiences while maintaining the integrity of their existing systems.

    Finally, they touch on the future of consumer banking experiences. Rob predicts that in the next three to five years, a consolidation of financial services will take place, thus enabling customers to manage their entire financial lives in one place. This shift is driven by both technological advancements and customer demand, promising a more integrated and satisfying banking experience.

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