Hedge Funds Insights

Hedge Funds Insights

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High Value Analytics Only

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💧 Electric Capital Maps 501 Real-World Yield Sources to Find What Gets Tokenized Next

Electric Capital catalogued 501 real-world yield sources across 15 categories and benchmarked them against... Read more →
#electriccap
🔐 Paradigm Ships Centaur 2.0: Granular Permissions and MCP Support for Its Open-Source AI Agent

Paradigm's self-hosted, multiplayer AI runtime Centaur gets a major upgrade, rebuilt on a smaller Rust... Read more →
#paradigm
🇪🇸 Goldman Sachs: Heavy Treasury Supply and AI Debt Are Pushing Long-Term Bond Yields Higher

• August core CPI came in right down the middle (+0.215% m/m), with a softer read-through to the Fed's... Read more →
#goldmansachs
🇪🇸 Goldman Sachs: Japan's Historic $85B Yen Intervention Buys Time, Not a Fix

• Japan's Ministry of Finance sold an estimated $85 billion over July 30–31 — its largest two-day FX intervention since... Read more →
#goldmansachs
💻 Tom Tunguz: 84% of AI Tokens Aren't State-of-the-Art — and That's the Real Story

• Frontier models got two-thirds smarter since November and labs now ship a new model every ~36 hours — yet 84% of... Read more →
#tomtunguz
🐢 Dataroma: Berkshire's Abel Reverses Course — $19.8B Buying Spree Bets on Alphabet and Housing

Berkshire Hathaway's Q2 13F shows CEO Greg Abel net-deployed $19.8B into equities — the largest buying... Read more →
#dataroma