Fernando Pertini(@DecodeMarkets):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.

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

가입 April 2014

1.9K 팔로잉 중 18K 팬

Fernando Pertini@DecodeMarkets

2026.09.25 08:36

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.