Going back years now, these are basically the same asset...

Einhorn is Finkle! Finkle is Einhorn. Software is Bitcoin! Bitcoin is Software!
People have been struggling lately to see what Bitcoin is doing... not tracking QQQs, not tracking gold.
It's tracking software.
BTC & IGV, the software ETF. Pretty damn close.
Think they are

Mel Mattison

Twitter

Even a modest model portfolio allocation to crypto in Asia could drive massive inflows into the market, according to Nicholas Peach, head of APAC iShares at BlackRock.
Speaking on a panel at Consensus...

BlackRock exec says 1% crypto allocation in Asia could unlock $2 trillion in new flows

In 2026, the question facing investors will no longer be "whether to allocate assets," but rather "how much to allocate and what tools to use for allocation."

ARK Invest: The Institutionalization of Bitcoin

Binance, the world’s largest cryptocurrency exchange, continues its rapid pace of altcoin listings.
At this point, Binance announced that it will list the altcoin called Espresso ($ESP).
“Binance will...

Binance Announces It Will List a New Surprise Altcoin! Price is Rising!

just to put a fine point on it
you can say they trade with beta, that's true
but it's absurd to say they are "basically the same asset" when one is up 960% since 2020 and the other is up 77%

The old, I'll adjust the chart until it fits the 'Bitcoin sucks' narrative trick.
A twitter classic.