Trends with Friends

De-Globalization Continues, Social VIX Soars, and Pudgy Penguins & The Power of Web3 Branding

Mar 12, 2025
Guest
Luca Netz
Luca Netz, CEO of Pudgy Penguins, shares his journey in transforming the NFT space with community-driven branding. He discusses the shifting landscape of U.S. growth stocks and the impact of de-globalization on financial markets. Luca elaborates on the current volatility in crypto, the implications of meme coins, and the role of brands in the Web3 era. He also highlights the importance of emotional connections in branding and the challenges of entrepreneurship, including integrating AI into innovative strategies.
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INSIGHT

Market Mood

  • The markets are reacting negatively to current political actions and rhetoric.
  • US stocks, particularly growth stocks, are underperforming.
INSIGHT

Deglobalization Trend

  • Last week saw the biggest ever rotation of institutional money out of US stocks into European markets.
  • This shift suggests a potential trend of deglobalization impacting financial markets.
INSIGHT

Social VIX Soars

  • The StockTwits Social VIX, a measure of bearish sentiment, has reached historic highs, surpassing even the COVID-19 peak.
  • This indicates heightened fear and fascination with negative market trends among retail investors.
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