Nautilus Capital

Why BlackRock’s Ethereum ETF Could Be the Decade’s Biggest Trade

BlackRock’s ETHA has surpasssed $10 billion in AUM, fueled by institutional demand and the GENIUS Act. With rising global liquidity and a potential move to $16,000, we analyze why Ethereum is the decade's biggest trade.

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Stocks• 4 min

FUNDSTRAT GRANNY SHOTS US LARGE CAP: High-Conviction Thematic Investing

Fundstrat’s GRNY ETF combines a top-down fundamental research framework with a quantitative, bottom-up stock selection process. We dive into the seven core themes driving its massive outperformance against the S&P 500.

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Stocks• 8 min

Peloton: The Netflix of Fitness or a Subscription Gamble?

Peloton has transformed from a volatile, hardware-driven business into a durable, profitable subscription model. We deconstruct the $55 habit with software-like margins.

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Stocks• April 16, 2026

Viking Therapeutics: Undervalued Leader in the Next Obesity Drug Revolution

Viking Therapeutics is emerging as a top contender in the trillion-dollar obesity market. With superior Phase 2 data for its oral pill VK2735 and strong buyout potential, we explore why this biotech is deeply undervalued.

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