2026 Q2 - tulosraportti
81 päivää sitten
‧2 t 34 min
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenSatoshi 2028–2029: I believe we are facing the largest structural revaluation of Bitcoin ever, and I must say that with each passing day, we get new confirmations. It will be a wild 3 years ahead! Not because of the halving alone, but because I expect global liquidity, institutional adoption, and an increasingly scarce liquid BTC supply to create a demand dynamic we have not experienced before. I believe that $400,000–500,000 BTC in 2028–2029 is a serious bull scenario, and under particularly favorable conditions, I would not rule out $600,000+. (Although many expect $200,000)"7 1. The global liquidity cycle I expect 2027–2029 to be characterized by rising global M2, lower real interest rates, and a gradual weakening of the dollar. Combined with a turnaround in ISM PMI and a stronger copper/gold ratio, we potentially get both monetary expansion and improved growth expectations. That is precisely the combination I am watching. Bitcoin does not need rising risk appetite alone. It requires marginal global capital demand to accelerate. If we get a multi-year liquidity expansion while Bitcoin becomes a more established institutional portfolio allocation, price action could be significantly stronger than in previous cycles. 2. Power Law and the S-curve I believe the market is underestimating the consequences of Bitcoin's long-term growth trend. Power Law points to a historically persistent growth structure, while institutional adoption potentially is still relatively early on the S-curve. The interesting thing is not just how many already own Bitcoin, but how much capital still has no exposure. If Bitcoin gradually becomes a standard allocation among pension funds, wealth managers, corporations, and states, capital inflows could accelerate far faster than organic growth in previous cycles. Power Law is not a guarantee, but the confluence of long-term adoption and a new liquidity cycle is extremely bullish in my opinion. 3. The supply shock in 2028 After the halving in 2028, approximately 225 BTC will be produced daily. That equates to just 82,125 BTC annually. Imagine ETFs, institutions, corporations, and states together accumulating 1 million BTC net annually. That is over 12 times the annual new issuance. The remaining approximately 918,000 BTC must be found among existing holders. And if an increasingly large share of Bitcoin is held by long-term investors, the price may have to rise significantly to free up the supply. I do not expect demand to necessarily reach 1 million BTC annually, but the math illustrates how sensitive the market can become. 4. 0.1 BTC could become a significant holding If we assume 3–4 million permanently lost BTC, only around 17–18 million of the maximum 21 million will ever be economically available. If just 100 million people want 0.1 BTC each, it requires 10 million BTC. And that is without counting additional institutional demand. I believe we are approaching a period where the market begins to understand how extremely limited Bitcoin's supply actually is relative to potential global demand. It is not necessarily the 21 million BTC that will be decisive for price formation. It is the much smaller amount that existing holders are actually willing to sell. 5. Capital flows could be enormous The world's total financial assets are measured in hundreds of trillions of dollars. If Bitcoin merely attracts a marginally larger share of global portfolios, it can represent capital flows in the trillions of dollars. And this is where the crucial asymmetry arises, in my view. Demand can grow exponentially through adoption, while Bitcoin's maximum supply remains constant. One trillion dollars in new demand does not automatically mean a corresponding increase in market value. The price is determined by the marginal seller. If supply is tight, even minor net flows can create disproportionately large price movements. 6. Strategy, Strive, and self-reinforcing accumulation I expect Bitcoin Treasury companies to become an increasingly important part of demand. If Strategy, Strive, and others continue to raise capital efficiently, they can accumulate significant amounts of BTC beyond regular ETF demand. A higher BTC price can simultaneously improve their capital access and enable further acquisitions. This can create a positive feedback loop as long as financing conditions, mNAV, and BTC per share develop favorably. I am at least convinced and have been for many years - not financial advice.
- ·1 päivä sittenBet that in 6 months this was an excellent opportunity to add when the premium dropped temporarily!
- ·1 päivä sittenMSCI is expected to publish its list of affected companies on November 11. The new rules take effect after November 30, but companies already included are protected by a special two-year rule before they can be removed.8 t sittenThat being said, the market completely overreacted (again..) and I'm expecting a slight increase in mnav in the coming week.
- ·2 päivää sittenCharles Schwab (which has over 40 million active accounts and manages 13.3 trillion dollars) has just opened for trading in actual Bitcoin and Ethereum (spot) for all its retail clients in 48 US states. Buy in the regular app: Clients can now buy and own actual BTC and ETH directly in Schwab Mobile and thinkorswim. Real deposits & withdrawals: Schwab is now also rolling out support for moving crypto to and from own wallets. This is thus true spot holdings, not locked paper certificates. Ett stort steg för bitcoin!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
81 päivää sitten
‧2 t 34 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenSatoshi 2028–2029: I believe we are facing the largest structural revaluation of Bitcoin ever, and I must say that with each passing day, we get new confirmations. It will be a wild 3 years ahead! Not because of the halving alone, but because I expect global liquidity, institutional adoption, and an increasingly scarce liquid BTC supply to create a demand dynamic we have not experienced before. I believe that $400,000–500,000 BTC in 2028–2029 is a serious bull scenario, and under particularly favorable conditions, I would not rule out $600,000+. (Although many expect $200,000)"7 1. The global liquidity cycle I expect 2027–2029 to be characterized by rising global M2, lower real interest rates, and a gradual weakening of the dollar. Combined with a turnaround in ISM PMI and a stronger copper/gold ratio, we potentially get both monetary expansion and improved growth expectations. That is precisely the combination I am watching. Bitcoin does not need rising risk appetite alone. It requires marginal global capital demand to accelerate. If we get a multi-year liquidity expansion while Bitcoin becomes a more established institutional portfolio allocation, price action could be significantly stronger than in previous cycles. 2. Power Law and the S-curve I believe the market is underestimating the consequences of Bitcoin's long-term growth trend. Power Law points to a historically persistent growth structure, while institutional adoption potentially is still relatively early on the S-curve. The interesting thing is not just how many already own Bitcoin, but how much capital still has no exposure. If Bitcoin gradually becomes a standard allocation among pension funds, wealth managers, corporations, and states, capital inflows could accelerate far faster than organic growth in previous cycles. Power Law is not a guarantee, but the confluence of long-term adoption and a new liquidity cycle is extremely bullish in my opinion. 3. The supply shock in 2028 After the halving in 2028, approximately 225 BTC will be produced daily. That equates to just 82,125 BTC annually. Imagine ETFs, institutions, corporations, and states together accumulating 1 million BTC net annually. That is over 12 times the annual new issuance. The remaining approximately 918,000 BTC must be found among existing holders. And if an increasingly large share of Bitcoin is held by long-term investors, the price may have to rise significantly to free up the supply. I do not expect demand to necessarily reach 1 million BTC annually, but the math illustrates how sensitive the market can become. 4. 0.1 BTC could become a significant holding If we assume 3–4 million permanently lost BTC, only around 17–18 million of the maximum 21 million will ever be economically available. If just 100 million people want 0.1 BTC each, it requires 10 million BTC. And that is without counting additional institutional demand. I believe we are approaching a period where the market begins to understand how extremely limited Bitcoin's supply actually is relative to potential global demand. It is not necessarily the 21 million BTC that will be decisive for price formation. It is the much smaller amount that existing holders are actually willing to sell. 5. Capital flows could be enormous The world's total financial assets are measured in hundreds of trillions of dollars. If Bitcoin merely attracts a marginally larger share of global portfolios, it can represent capital flows in the trillions of dollars. And this is where the crucial asymmetry arises, in my view. Demand can grow exponentially through adoption, while Bitcoin's maximum supply remains constant. One trillion dollars in new demand does not automatically mean a corresponding increase in market value. The price is determined by the marginal seller. If supply is tight, even minor net flows can create disproportionately large price movements. 6. Strategy, Strive, and self-reinforcing accumulation I expect Bitcoin Treasury companies to become an increasingly important part of demand. If Strategy, Strive, and others continue to raise capital efficiently, they can accumulate significant amounts of BTC beyond regular ETF demand. A higher BTC price can simultaneously improve their capital access and enable further acquisitions. This can create a positive feedback loop as long as financing conditions, mNAV, and BTC per share develop favorably. I am at least convinced and have been for many years - not financial advice.
- ·1 päivä sittenBet that in 6 months this was an excellent opportunity to add when the premium dropped temporarily!
- ·1 päivä sittenMSCI is expected to publish its list of affected companies on November 11. The new rules take effect after November 30, but companies already included are protected by a special two-year rule before they can be removed.8 t sittenThat being said, the market completely overreacted (again..) and I'm expecting a slight increase in mnav in the coming week.
- ·2 päivää sittenCharles Schwab (which has over 40 million active accounts and manages 13.3 trillion dollars) has just opened for trading in actual Bitcoin and Ethereum (spot) for all its retail clients in 48 US states. Buy in the regular app: Clients can now buy and own actual BTC and ETH directly in Schwab Mobile and thinkorswim. Real deposits & withdrawals: Schwab is now also rolling out support for moving crypto to and from own wallets. This is thus true spot holdings, not locked paper certificates. Ett stort steg för bitcoin!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
81 päivää sitten
‧2 t 34 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 - tulosraportti 29.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 - tulosraportti 30.7. | ||
Vuosittainen yhtiökokous 2026 8.6. | ||
2026 Q1 - tulosraportti 5.5. | ||
2025 Q4 - tulosraportti 5.2. | ||
2025 Q3 - tulosraportti 30.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·4 t sittenSatoshi 2028–2029: I believe we are facing the largest structural revaluation of Bitcoin ever, and I must say that with each passing day, we get new confirmations. It will be a wild 3 years ahead! Not because of the halving alone, but because I expect global liquidity, institutional adoption, and an increasingly scarce liquid BTC supply to create a demand dynamic we have not experienced before. I believe that $400,000–500,000 BTC in 2028–2029 is a serious bull scenario, and under particularly favorable conditions, I would not rule out $600,000+. (Although many expect $200,000)"7 1. The global liquidity cycle I expect 2027–2029 to be characterized by rising global M2, lower real interest rates, and a gradual weakening of the dollar. Combined with a turnaround in ISM PMI and a stronger copper/gold ratio, we potentially get both monetary expansion and improved growth expectations. That is precisely the combination I am watching. Bitcoin does not need rising risk appetite alone. It requires marginal global capital demand to accelerate. If we get a multi-year liquidity expansion while Bitcoin becomes a more established institutional portfolio allocation, price action could be significantly stronger than in previous cycles. 2. Power Law and the S-curve I believe the market is underestimating the consequences of Bitcoin's long-term growth trend. Power Law points to a historically persistent growth structure, while institutional adoption potentially is still relatively early on the S-curve. The interesting thing is not just how many already own Bitcoin, but how much capital still has no exposure. If Bitcoin gradually becomes a standard allocation among pension funds, wealth managers, corporations, and states, capital inflows could accelerate far faster than organic growth in previous cycles. Power Law is not a guarantee, but the confluence of long-term adoption and a new liquidity cycle is extremely bullish in my opinion. 3. The supply shock in 2028 After the halving in 2028, approximately 225 BTC will be produced daily. That equates to just 82,125 BTC annually. Imagine ETFs, institutions, corporations, and states together accumulating 1 million BTC net annually. That is over 12 times the annual new issuance. The remaining approximately 918,000 BTC must be found among existing holders. And if an increasingly large share of Bitcoin is held by long-term investors, the price may have to rise significantly to free up the supply. I do not expect demand to necessarily reach 1 million BTC annually, but the math illustrates how sensitive the market can become. 4. 0.1 BTC could become a significant holding If we assume 3–4 million permanently lost BTC, only around 17–18 million of the maximum 21 million will ever be economically available. If just 100 million people want 0.1 BTC each, it requires 10 million BTC. And that is without counting additional institutional demand. I believe we are approaching a period where the market begins to understand how extremely limited Bitcoin's supply actually is relative to potential global demand. It is not necessarily the 21 million BTC that will be decisive for price formation. It is the much smaller amount that existing holders are actually willing to sell. 5. Capital flows could be enormous The world's total financial assets are measured in hundreds of trillions of dollars. If Bitcoin merely attracts a marginally larger share of global portfolios, it can represent capital flows in the trillions of dollars. And this is where the crucial asymmetry arises, in my view. Demand can grow exponentially through adoption, while Bitcoin's maximum supply remains constant. One trillion dollars in new demand does not automatically mean a corresponding increase in market value. The price is determined by the marginal seller. If supply is tight, even minor net flows can create disproportionately large price movements. 6. Strategy, Strive, and self-reinforcing accumulation I expect Bitcoin Treasury companies to become an increasingly important part of demand. If Strategy, Strive, and others continue to raise capital efficiently, they can accumulate significant amounts of BTC beyond regular ETF demand. A higher BTC price can simultaneously improve their capital access and enable further acquisitions. This can create a positive feedback loop as long as financing conditions, mNAV, and BTC per share develop favorably. I am at least convinced and have been for many years - not financial advice.
- ·1 päivä sittenBet that in 6 months this was an excellent opportunity to add when the premium dropped temporarily!
- ·1 päivä sittenMSCI is expected to publish its list of affected companies on November 11. The new rules take effect after November 30, but companies already included are protected by a special two-year rule before they can be removed.8 t sittenThat being said, the market completely overreacted (again..) and I'm expecting a slight increase in mnav in the coming week.
- ·2 päivää sittenCharles Schwab (which has over 40 million active accounts and manages 13.3 trillion dollars) has just opened for trading in actual Bitcoin and Ethereum (spot) for all its retail clients in 48 US states. Buy in the regular app: Clients can now buy and own actual BTC and ETH directly in Schwab Mobile and thinkorswim. Real deposits & withdrawals: Schwab is now also rolling out support for moving crypto to and from own wallets. This is thus true spot holdings, not locked paper certificates. Ett stort steg för bitcoin!
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt






