CoinStats - Bitcoin Price Prediction Points to a Full Dou...

Capula adds energy traders from Freepoint and Element Alpha

Capula Investment Management has hired two experienced energy traders as the hedge fund expands its presence in energy and commodities markets amid heightened volatility across the sector, according to a report by Bloomberg. The report cites unnamed people familiar with the appointments as revealing that Wouter Verdam has joined from Freepoint Commodities as a portfolio manager, while Jakob Stawiarz has moved from Element Alpha. Both started at …

Logon Opalesque Alternative Market Briefing

Hong Kong-based investment firm Sun Hung Kai Co saw its investment profits in the first half of the year driven mainly by its alternatives portfolio, according to its latest half year results released on Wednesday. The firm said its investment profits were driven evenly across Private Equity, Spe... Article link

Bitcoin Still Seen as Diversification Play After 50% Drawdown, BlackRock States

TL;DR BlackRock describes Bitcoin’s roughly 50% decline from its $126,200 peak as a positioning correction driven by leverage and liquidations, rather than a breakdown in its long-term investment case. The asset manager expects Bitcoin’s correlation with equities to decline as speculative positioning fades. BlackRock continues to view Bitcoin as a potential portfolio diversifier, citing its historically distinct return drivers and growing insti…

CoinStats - Bitcoin Price Prediction Points to a Full Dou...

The bitcoin price prediction just got its most important institutional data point this quarter. Morgan Stanley raised its BlackRock iShares Bitcoin Trust ETF stake by 23% to approximately 16.5 million shares in Q2, according to Cointelegraph. Morgan Stanley separately launched its own Bitcoin Trust in April, filing 2.57 million shares worth roughly $43.3 million, and

BlackRock Says Bitcoin ‘Froth’ Has Been Cleared After $126K to $63K Drop

BlackRock says Bitcoin’s steep drawdown from recent highs is best understood as a market “positioning correction” driven by leverage unwinds—rather than a fundamental break in the investment case for long-term holders. In a report published this week, the asset manager argues that cascading liquidations amplified downside moves as speculative exposure was purged, while broader ETP outflows and demand dynamics played supporting roles. The firm al…