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Fernando Pertini
@DecodeMarkets
Global macro investor. 30+ years across cycles. PM at DecodeMarkets AMC. I love finding great companies. Even more when the shorts are trapped
Joined April 2014
1.9K Following    18K Followers
Could quarter-end window dressing fuel institutional FOMO in $ETH? At yesterday’s call @fundstrat chart shows ETH leading the quarter. Managers who missed the rally, where mandates permit, may now want exposure before September 30 to show the winner in their reported holdings. That demand could reinforce momentum and draw more sidelined capital into the trade. Missing the rally is uncomfortable. Reporting zero exposure to the winner can be even harder.
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