IBIT’s rapid ascent is nothing short of a marvel-breaking records faster than a squirrel on an espresso shot. In its first year, it raked in over $52 billion in inflows and threw a hefty $245 million back into its coffers-proof that institutional interest is hotter than a samba dance at carnival time, especially with regulatory thumbs-up in the U.S.
ETFs, those shiny new crypto glitter bombs, added a cheeky $35B to the chaos. Institutions are clearly just here for the vibes.
This week, though, the winds shifted. About $70 million trickled back into spot Bitcoin ETFs, like a drought-stricken field getting a sprinkle of rain. Friday was the real hero, with $71 million in net inflows, pushing lifetime totals close to $57.7 billion. Assets are back up to $119.4 billion, which is 6.5% of Bitcoin’s market cap-not bad for a week that started with everyone eyeing the exits. 🏃♂️💨
The third quarter saw Coliseum’s hands tremble toward NCR Atleos, their fingers closing around 2.7 million shares. The gesture was not idle; it was a declaration, a testament to the fund’s conviction-or perhaps, a confession of desperation. The stock, now 10.4% of Coliseum’s 13F-reported AUM, perches as their third-largest holding, a pyrrhic triumph in a world where even victory whispers with the scent of ruin.
The third quarter, that season of harvest and reckoning, bore witness to Coliseum’s exodus. With the precision of a clockmaker dismantling a timepiece, the fund liquidated its entire stake in Gildan, a company whose vertical integration and cost efficiencies had once seemed as unassailable as the Roman roads. The quarterly average price, that spectral specter haunting all traders, placed the value of this exit at $49.5 million. A tidy sum, one might say, though whether it was a prudent decision or a preemptive flight from the storm of impending change remains a question for the philosophers of finance.
In the grand theater of Bitcoin (BTC), the protagonist has experienced a modest decline of 1.37% in the past 24 hours. A tragic, yet not entirely unexpected turn of events.
When the Oracle of Omaha reaches out for a new stock, it’s not a gamble. It’s a declaration. The smart money knows that investing isn’t just about numbers; it’s about seeing through the chaos to what endures. Though Berkshire’s cautious approach has kept it away from the tech bloom-those volatile towers of dreams-two names have recently surfaced, standing tall like stubborn weeds in a concrete yard: Alphabet and Amazon. Their rise, and Buffett’s interest, might seem like a gamble-yet in the depths of their strength lies a story of resilience that ordinary workers can appreciate.
GBTG’s balance sheet whispers contradictions: $4.1 billion in market capitalization buoyed by $2.5 billion in revenue, yet net income limps at a threadbare $10 million. Its platform, a labyrinth of algorithms and travel logistics, claims to “unleash unrivaled choice” for enterprise clients. But behind the polished veneer, one wonders whose choices are truly honored – the overworked procurement manager? The gig-economy road warrior nursing a fifth airport coffee?
Post-transaction valuation based on Nov. 25, 2025, market close ($68.90).