Anthropic IPO may spark AI rally as short bets on tech pile Uup... [more]Wall Street's recent risk aversion toward stocks may have created an opening for a sharp rebound, particularly in technology shares, if Anthropic's planned initial public offering reignites enthusiasm for artificial intelligence.
Suspected billion-dollar Binance hack sends fear through crypto... [more]A suspected hack affecting billions of dollars in funds on Binance triggered emergency asset freezes and pushed crypto prices lower. Bitcoin fell as much as 3.7% to below $79,000, its lowest level since September. Tether froze more than $1.5bn of USDT and Circle froze $800m of USDC linked to the pot
Aschenbrenner seeks Fluidstack investment at $40 billion valuation... [more]Leopold Aschenbrenner's hedge fund Situational Awareness is looking for outside investors for a Fluidstack funding round that would value the AI infrastructure startup at $40bn. That is more than five times the $7.5bn valuation in the January round the fund led. The pitch comes after Situational Awa
Binghatti-backed investment fund delivers 194pc net return... [more]Binghatti Capital's Binghatti Pinnacle Development Fund has completed its investment strategy. It delivered a net IRR of 194% and a net MOIC of 2.3x for external limited partners, after fees, fund expenses and carried interest. The roughly $29m single-asset fund developed a 178-unit mixed-use projec
Hedge funds dump bitcoin ETFs as the futures basis trade dries up... [more]According to Galaxy Research, nine firms pulled about 68,000 BTC, or roughly $5.4bn, of spot bitcoin ETF exposure between September 2025 and June 2026. They include Brevan Howard, Farallon, Millennium, D.E. Shaw and Tudor. The exit follows the collapse of the cash-and-carry basis trade: its annualiz
Druckenmiller backs push into Hyperliquid perps, disclosing trade... [more]Stanley Druckenmiller made his first post on X, praising the planned US launch of 24/7 perpetual futures. The post followed Intercontinental Exchange's agreement to bring Trade[XYZ]'s Hyperliquid-based perpetual markets onshore. Druckenmiller said he was "excited to be an investor in trade(xyz)" and
Stanley Druckenmiller's first X post backs Hyperliquid venture after $23 million indirect investment... [more]Billionaire investor Stanley Druckenmiller, 73, used his first X post to announce an investment in Trade[XYZ]. The company is partnering with ICE to launch ICE[XYZ], a US venue for round-the-clock perpetual futures on crypto, stocks, commodities and currencies, which still needs CFTC approval. ICE w
'Runaway' tax-slashing strategy honed by AQR draws senator's ire... [more]US Senator Ron Wyden called on senior Trump administration officials to halt the exponential growth of some tax-slashing investment strategies popularized by the world's largest hedge fund, AQR Capital Management.
The career costs of non-competes: 'Your star striker is sitting on the bench'... [more]More than five million British workers are bound by non-compete clauses. Portfolio managers at top London hedge funds often have to sit out 18 months to two years before joining a rival. Prime Minister Andy Burnham has pledged legislation so that such clauses no longer block hiring at start-ups and
Balyasny's Corbets unit sees investor departures as hedge fund revamps stock-picking team... [more]Corbets, Balyasny's fundamental stock-picking unit, saw the departures of Thomas Stephens, Kevin Cottrell, and head of trading Ali Lombardo in 2024. Alberto Mann, Mitul Shah, and David Corwin now lead Corbets, which maintained 15 portfolio management teams and nearly 100 investment professionals as
Inside BRW: Why Saba's flagship CEF fails its own activist standards... [more]Saba Capital Income & Opportunities Fund is rated 'Sell' due to persistent underperformance and structural flaws. BRW's portfolio is heavily concentrated in illiquid credit assets, resulting in negative total returns and heightened risk. The fund charges high fees (1.58% net expense ratio) yet consi
And, finally: Did you know there's a record for that?... [more]From UPI: A certified spreadsheet fanatic with the Guinness World Record for the largest collection of physical spreadsheet software said he now has more than 1,000 items. Ariel Fischman, who first earned the record in 2018 with 506 unique copies of spreadsheet software, said he now owns more than 1
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
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Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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