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... Читати далі →
#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... Читати далі →
#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... Читати далі →
#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... Читати далі →
#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... Читати далі →
#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... Читати далі →
#dataroma
📑 RWAs Are Becoming DeFi's New Collateral Primitive

The tokenized real-world asset (RWA) market has surpassed $730B, up 197% over the 12 months to March 2026.
• The real frontier is a smaller $29B... Читати далі →
#theblock
⚖️ Arca Weekly: BTC's Failed BIP-110 Fork, Movement's WhatsApp Remittances, and Jupiter Lend v2 Drove This Week's Moves

Arca's weekly token-price roundup flags four distinct stories behind this... Читати далі →
#arca
✍️ Not Boring: Base Power Raises $1B at a $13B Valuation, Zach Dell's Bet to Build the World's Largest Energy Company

Packy McCormick's third chapter on Base Power Company covers its new $1 billion... Читати далі →
#notboring