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A week in which the industry's July reckoning finally showed up in the data, and the numbers were stranger than the headlines. Hedge funds recorded their sharpest underperformance against the S&P 500 in more than two decades of Goldman Sachs records, quants suffered their worst single session in two years, and yet allocators kept writing cheques at a pace not seen in a year. Meanwhile the tax war between Hong Kong and Singapore escalated into open bidding, prediction markets acquired institutional plumbing, and the 13F season laid bare just how concentrated the AI trade had become before it broke.
Opalesque Exclusive
Crypto investors finally discovered the P/E ratio
The argument that digital assets should be valued like any other cash-flow producing asset has been made for years by a handful of managers, mostly to an audience that was not listening. That is changing. Matthias Knab examines what happens to the digital asset manager landscape when valuation discipline arrives, and which strategies stand to benefit. 18 August 2026
Opalesque Exclusive
What OpenAI's executive exits mean for the largest tech listing in history
OpenAI lost its chief operating officer and its chief revenue officer within 48 hours, capping a month in which the company also removed the independent reporting line for its safety organisation and saw its head ethicist, its head of safety systems and its chief futurist all depart. Opalesque assesses what the governance exodus means for investors positioning around the largest technology listing ever attempted. ...................... To view our full article Click here |
Alternative Market Briefing Weekly
Saturday, August 22, 2026
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