The difference between these two groups is now larger $6T than the size of the group $5.5T that gets 100% of the air time talking about what “they” think.
The intricacies of how Singapore using Stable coins and its impact on Treasury buying pales in comparison to NVDA in 2023 changing from 2% of the index to 3%.
One of these things now matters so much more than the other, but only one of these things is interesting enough for a podcast or an OpEd or a book…
