Explore Bitcoin’s dominance and altcoin potential as market experts analyze trends and predict future performances.
𝕋𝕚𝕞𝕖 ℂ𝕠𝕕𝕖𝕤:
00:00 – Intro 00:42 – Lead up to ”Liberation Day” 07:09 – Bitcoin is poised to… 13:10 – Arizona Bitcoin Reserve Bill 20:30 – What does a typical Altcoin season look like? 24:43 – The last Altcoin season 32:58 – VCs and private investors 37:24 – Q1 (ETH range in 2025) 39:35 – Q2 (Capital rotation in cycles) 40:51 – Q3 (M2 measurements) 42:27 – Q4 (What does a cycle mean?) 46:51 – Q5 (The role of meme coins) 50:01 – Q6 (Potential altcoins following Solana) 53:33 – Q7 (Stablecoin tokens) 54:57 – Q8 (Hyperliquid) 57:53 – Outro
Research Newsletter
Each week the 21Shares Research team will publish our data-driven insights into the crypto asset world through this newsletter. Please direct any comments, questions, and words of feedback to research@21shares.com
Disclaimer
The information provided does not constitute a prospectus or other offering material and does not contain or constitute an offer to sell or a solicitation of any offer to buy securities in any jurisdiction. Some of the information published herein may contain forward-looking statements. Readers are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those in the forward-looking statements as a result of various factors. The information contained herein may not be considered as economic, legal, tax or other advice and users are cautioned to base investment decisions or other decisions solely on the content hereof.
First Trust Vest Nasdaq-100 Moderate Buffer UCITSETF-June förvaltas aktivt och följer Nasdaq-100-indexets utveckling upp till ett förutbestämt tak med hjälp av FLEX-optioner. Samtidigt strävar fonden efter att säkra förluster (buffert) för de första 15 procenten av prisnedgången i slutet av den definierade målperioden på ett kalenderår. Buffertstrategin börjar och slutar i juni varje år och justeras sedan om. Taket beräknas på det första brytdatumet beroende på marknadsförhållandena, medan bufferten förblir oförändrad på 15 procent.
First Trust Vest US Equity Max Buffer UCITSETF – June följer en aktiv investeringsstrategi och följer S&P 500-indexets utveckling upp till ett tak på minst 7 procent, beroende på marknadsförhållandena. Samtidigt strävar ETF:n efter att maximera nedgångsskyddet (buffert). Bufferten och taket sätts i juni varje år för ett kalenderår. För att uppnå sitt mål investerar fonden alla tillgångar i FLEX-optioner.
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Utdelnings- policy
First Trust Vest Nasdaq-100 Moderate Buffer UCITSETF- June
Produktutbudet inom Deutsche Börses ETF- och ETP-segment omfattar för närvarande totalt 2 463 ETFer, 202 ETCer och 260 ETNer. Med detta urval och en genomsnittlig månatlig handelsvolym på cirka 23 miljarder euro är Xetra den ledande handelsplatsen för ETFer och ETPer i Europa.
Denna ETFs TER (total cost ratio) uppgår till 0,07 % p.a. Xtrackers II Eurozone Government Bond 0-1 UCITSETF 1C är den enda ETF som följer iBoxx® EUR Sovereigns 0-1 Capped-index. ETFen replikerar det underliggande indexets prestanda genom samplingsteknik (köper ett urval av de mest relevanta indexbeståndsdelarna). Ränteintäkterna (kupongerna) i den börshandlade fonden ackumuleras och återinvesteras.
Xtrackers II Eurozone Government Bond 0-1 UCITSETF 1C är en mycket liten ETF med tillgångar på 7 miljoner euro under förvaltning. ETF:n lanserades den 12 september 2023 och har sin hemvist i Luxemburg.
Index nyckelfunktioner
iBoxx EUR Sovereigns 0-1 Capped Index syftar till att spegla resultatet på följande marknad:
EUR-denominerade obligationer utgivna av regeringar i euroområdet
Minsta utestående belopp på 1 miljard euro per obligation
Ytterligare information om indexet och den allmänna metodiken bakom Markit iBoxx-indexen finns på Markit iBoxxs webbplats
Handla XE01 ETF
Xtrackers II Eurozone Government Bond 0-1 UCITSETF 1C (XE01 ETF), är en europeisk börshandlad fond. Denna fond handlas på Deutsche Boerse Xetra.
Det betyder att det går att handla andelar i denna ETF genom de flesta svenska banker och Internetmäklare, till exempel DEGIRO, Nordnet, Aktieinvest och Avanza.
Wave after wave of transformative technologies have marked the past 100 years — each moving from invention to mass adoption, reshaping society and generating significant economic value along the way. Now, in the 21st century, we may be approaching the next major technological breakthrough: the advent of the quantum computing era.
From the rise of television in the mid-20th century to the smartphone revolution of the early 2000s and, most recently, the breakthrough of generative artificial intelligence, new technologies have defined generations. Take the internet, for example: in the late 1960s, a group of U.S. government researchers began linking computers, inventing a new way to share information. Over the following decades, scientists built upon that foundation. Then, in the 1990s, the World Wide Web emerged — opening the internet to the public and creating the digital backbone for email, ecommerce and social media.
Much like the internet in the 1980s, quantum computing’s evolution is accelerating — it looks closer to a ‘tipping point’ that could release its immense potential. While the technology’s theoretical foundations were established in the late 20th century, only in recent years has this set a wave of innovation in motion. As the wave gathers pace, it has the potential to disrupt industries like finance, medicine and cybersecurity. Even so, it’s important to acknowledge that — despite early use cases — commercial success is not yet assured, and broad adoption may still face challenges.
The Rise of Quantum Computing
Source: VanEck Research.
Building Momentum: Quantum Investment and Innovation
The growing commitment from governments and leading tech companies signals that quantum computing may be approaching a tipping point. According to McKinsey & Company, public investments now exceed $42 billion, underscoring national interest in this transformative technology.1 At the same time, the private sector is rapidly advancing, with over 10,000 quantum-related patents granted in the past five years.2
Global Public Quantum Technology Investments
Source: McKinsey & Company (2024). Quantum Technology Monitor.
Economic opportunities are already being explored in various industries. For instance, in finance, quantum computing could be used for optimizing investment portfolios, risk analysis and fraud detection, while also posing a long-term challenge to existing encryption standards. In healthcare, it has promise for drug discovery, molecule simulation and medical data analysis. A notable example is IBM’s collaboration with the U.S. Cleveland Clinic, where the first quantum computer dedicated to healthcare was installed in 2023. Among other applications, it is used to enhance machine learning models for prescribing antibiotics, drawing on a dataset of 4.7 million cases in a 2025 publish case study.3
More recently, D-Wave Quantum Inc, a Californian quantum computing company, made headlines by claiming quantum supremacy on a “useful, real-world problem” through a quantum-optimized simulation of magnetic materials. The achievement—peer-reviewed and published in the journal Science—has sparked widespread discussion across the scientific and tech communities. It could mark a significant step forward in applying quantum computing to materials science.4
The Current State of Quantum Computing
Putting things into perspective, quantum computing is shifting from theoretical research into early-stage commercial exploration — marked by rapid progress, but also significant technical challenges.
As part of this transition, several companies are now offering quantum computers—either through physical purchase and delivery, or via remote access through cloud platforms. Pricing ranges from free public access to enterprise-level subscription models.5 In the past six months, major players have announced notable hardware milestones: Google introduced its Willow chip, Microsoft unveiled its Majorana processor, and Amazon announced Ocelot, which uses cat qubits to improve error correction.
While these developments are promising, they primarily reflect advancements in hardware rather than immediate commercial utility. Most current systems still operate within the so-called NISQ (Noisy Intermediate-Scale Quantum) era — capable of impressive demonstrations but limited by error rates and a lack of scalability. They remain largely experimental and not yet viable for broad, real-world applications.
As a result, much of the current enthusiasm is rooted in long-term potential rather than proven performance. The gap between laboratory breakthroughs and widespread deployment remains wide — and closing it will require sustained innovation and focused execution. Leading firms have acknowledged these challenges and laid out clear roadmaps to address them. Most recently, IBM updated its quantum roadmap, aiming to deliver a fault-tolerant quantum computer by 2029.6
From Potential to Progress
Quantum computing may be approaching a tipping point, with the potential to drive significant innovation. Being an emerging technology, its progress is likely to be uneven, and widespread adoption is far from guaranteed.
Investors who recognize its long-term potential may find it worthwhile to watch the development closely. The next breakthrough could be nearer than we think — and for those who are prepared, it may offer a chance to engage with one of the most promising frontiers in modern technology.
2 EconSight AG, data as of March 31st 2025, for 2020-2024.
3 Cleveland Clinic, Machine Learning and Quantum Computing Predict Which Antibiotic To Prescribe for UTIs, 2025.
4 D-Wave, Beyond Classical: D-Wave First to Demonstrate Quantum Supremacy on Useful, Real-World Problem, 2025.
5 Examples: https://www.rigetti.com/novera, https://www.ibm.com/quantum/pricing. Accessed May 2025.
6 Example: https://www.ibm.com/roadmaps/quantum/.
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