Barbarian Capital on X
Probably nothing $2 trillion budget deficit for the FY Up 12% YoY During a “strong economy” (I am told) $GLD $IBIT https://t.co/mpwq2nmPOY
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IBIT
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$173B Market cap · 2025-09-16
Probably nothing $2 trillion budget deficit for the FY Up 12% YoY During a “strong economy” (I am told) $GLD $IBIT https://t.co/mpwq2nmPOY
IBIT · long IShares Bitcoin Trust ETF (IBIT) is presented as a high-conviction Bitcoin position with attractive risk-reward.
@FixedIncQuant @nickgiva1 $IBIT has a $46 billion AUM.
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