According to @QCompounding, buying the S&P 500 at a 5.3x P/E in 1917 and selling at 34x in 1999 would have delivered an 11.6% annualized return, with only 2.3% per year coming from P/E multiple expansion, citing Terry Smith; source: @QCompounding. For traders, this decomposition indicates that most of the long-run return in that period came from earnings growth and reinvestment rather than valuation rerating, making fundamentals the primary driver of performance; source: @QCompounding. Positioning takeaway: prioritize earnings durability, reinvestment rate, and cash-return policies over hopes for late-cycle multiple expansion when sizing equity or index exposure; source: @QCompounding. For crypto-adjacent equities and tokenized equity products, the same finding cautions against relying solely on rerating without cash-flow support, highlighting the importance of fundamentals-based frameworks even in risk assets; source: @QCompounding.

According to @QCompounding, what matters most for returns is a combination of fundamentals, including business quality, growth, and reinvestment, and valuation, meaning the price you pay to enter; source: @QCompounding. Both must be considered in any buy decision, as ignoring either leads to hard lessons for investors and traders; source: @QCompounding.

According to AltcoinGordon, there is a noticeable trend among cryptocurrency traders who, after earning significant profits, such as $100K, choose to travel to locations like Dubai. This behavior indicates a shift towards leveraging crypto gains for lifestyle experiences, potentially impacting their reinvestment strategies and liquidity in the cryptocurrency markets.

According to trevor.btc, Ordinals is currently in a downturn due to excessive financial extraction by multiple teams without reinvestment. However, there is optimism for its resurgence, emphasizing the importance of supporting genuine builders who contribute value daily.

According to AltcoinGordon, rather than spending initial crypto profits on luxury items, investors should reinvest back into the crypto market to amplify their returns. This advice highlights the potential for exponential growth through reinvestment in cryptocurrency assets, a strategy that could potentially increase investments from $1 million to $10 million, as per the tweet dated March 5, 2025.

According to Cas Abbé, FTX has started distributing nearly $12 billion in stablecoins to its creditors via Kraken. This significant disbursement marks a crucial development for FTX creditors who have been awaiting reimbursement. The influx of these funds into the creditors' accounts may influence their reinvestment strategies, potentially impacting the broader cryptocurrency market. However, the exact impact on trading volumes will depend on how these funds are utilized by the creditors. [Source: Cas Abbé Twitter]

According to Lookonchain, an investor who previously lost $2.6 million on $VVV due to FOMO has reinvested 674 ETH ($1.88 million) to purchase 299,210 $VVV tokens. This move raises questions about potential profitability, given the investor's history of losses in this token. Traders should monitor $VVV's market performance closely to evaluate this high-risk reinvestment strategy.

According to @EmberCN, a whale who previously made $18.93 million from WBTC has reinvested by purchasing 390 WBTC at $104,370 each for a total of $40.7 million USDT. This marks their fifth profitable WBTC trade, capitalizing on BTC's strong performance.

According to @EmberCN, a whale who previously earned $18.93 million from WBTC has reinvested by purchasing 390 WBTC for $40.7 million USDT at a price of $104,370 each. This marks the whale's fifth successful WBTC trade driven by Bitcoin's strong performance.

According to Lookonchain, a cryptocurrency whale who previously made $11.8M on $TRUMP has reinvested $17.26M USDC to acquire 369K $TRUMP at a unit price of $46.77 following a price drop. This move indicates confidence in $TRUMP's potential recovery and could influence market sentiment.

According to Lookonchain, after the price of $TRUMP decreased, a whale investor who previously made $11.8 million from $TRUMP has reinvested by spending 17.26 million $USDC to purchase 369,000 $TRUMP at $46.77 each. This move indicates potential confidence in the asset's recovery or further gains.

According to Lookonchain, a cryptocurrency whale who previously profited $11.8M from $TRUMP has reinvested by purchasing 369,000 $TRUMP tokens at the price of $46.77 each, totaling $17.26M USDC. This move indicates strong confidence in $TRUMP's potential recovery and growth. Traders may interpret this as a signal of potential bullish movement or price stabilization in the near term.

According to Lookonchain, a smart money investor who recently sold all $swarms for a profit of $8.42M has reinvested $7.84M to purchase 29.7M $swarms at an average price of $0.26.

According to Lookonchain, a savvy cryptocurrency whale capitalized on the market downturn by selling all his $PEPE on December 19, securing a profit of $11.7 million. Following the decline, over the past six days, the whale strategically reinvested in $PEPE, accumulating 1.42 trillion tokens valued at $24.5 million. This move highlights the whale's confidence in $PEPE's potential rebound.

According to @EmberCN, a whale trader amusingly converted 3,586 ETH into 5,515 ETH through strategic buying and selling. Recently, this trader sold the ETH purchased earlier today. They initially spent $12.11 million USDT to buy 5,093 ETH and then sold it for $12.23 million USDT, earning a profit of $125,000. Observers are keen to see when this trader will reinvest the $12.23 million USDT back into ETH.

According to @EmberCN, a whale who previously sold 6,001.7 ETH at $3,384 for a profit of $1.64M has reinvested $20.35M to buy 6,206 ETH at $3,279 within the last 50 minutes. This whale had initially bought 6,001.7 ETH at $3,110 on May 17-18 and sold it on June 26 for a profit of $1.64M, marking an 8.8% gain.