hedge funds

2 in Finance and 0 in Crypto last week

Billionaires Bet Big on AI: Nvidia, Microsoft, Alphabet

Wall Street’s wealthiest investors are making concentrated bets on artificial intelligence infrastructure companies, with three tech giants—Nvidia, Microsoft, and Alphabet—seeing massive inflows from billionaire-run hedge funds in the second quarter of 2025. These strategic moves signal strong confidence in the continued growth of AI technology and its market potential, despite premium valuations across the sector. The coordinated buying activity from some of finance’s most successful investors highlights a consensus view that AI infrastructure represents one of the most lucrative investment opportunities of the decade.

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NVIDIA Corporation

Earnings Shift Focus from Big Tech as AI Rally Questioned

Investors are broadening their focus beyond Big Tech as earnings season delivers mixed signals. Delta and Pepsi post upbeat results while Ferrari slumps after scaling back its electric vehicle ambitions. Meanwhile, concerns grow about whether the AI rally is becoming overheated, with hedge fund veteran Bruce Richards weighing in on market frothiness as Carlyle Group provides concerning labor data amid a government shutdown that has frozen official economic statistics.

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Bloomberg

Short Dollar Bets Surge, Risking Market Volatility

Financial markets are bracing for turbulence as hedge funds, bond traders, and global macro strategists dramatically increase their bets against the U.S. dollar. This crowded short positioning, driven by expectations that the Federal Reserve is nearing the end of its tightening cycle, threatens to trigger significant volatility not just in currency markets but across equities, bonds, commodities, and cryptocurrencies. With the dollar already down 10% this year, analysts warn that any unexpected economic data or policy shifts could force a disorderly unwind of these positions, creating ripple effects throughout global financial markets.

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Federal ReserveGold

Solana Liquidations Hit $112M as MAGAX Presale Offers Safe Haven

Global

The cryptocurrency market has delivered a stark reminder of its inherent volatility, with Solana (SOL) plunging 12% in just 48 hours, triggering over $112 million in liquidated long positions. This sharp reversal has exposed the severe risks leveraged traders face, particularly retail investors who often bear the brunt of such downturns. In stark contrast, the ongoing Stage 2 presale for MAGAX presents a fundamentally different model, offering fixed pricing and a leverage-free environment designed to protect early participants from such violent market swings.

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Dogecoin Shiba Inu Solana

Wellington CEO on $1.3T Firm’s Evolution & Leadership Journey

In a revealing Bloomberg Wealth interview, Wellington Management CEO Jean Hynes charts the remarkable transformation of the $1.3 trillion investment firm from its equity-focused origins to a diversified global powerhouse spanning fixed income, hedge funds, and private markets. Simultaneously, Hynes traces her own extraordinary career journey from administrative assistant to chief executive, offering unique insights into the leadership and strategic vision driving one of the world’s premier asset managers. Her perspective illuminates both the challenges and opportunities shaping Wellington’s future in an increasingly complex investment landscape.

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Wellington CEO Reveals Growth Strategy with Vanguard, Blackstone

In a revealing interview with David Rubenstein on Bloomberg Wealth, Wellington Management CEO Jean Hynes has laid out an ambitious strategic vision positioning the $1.4 trillion asset manager for its next phase of growth. Recorded July 30 in New York, the discussion centered on expansion into hedge funds and private markets, strategic alliances with industry giants Vanguard and Blackstone, and navigating evolving client expectations. Hynes framed these moves as essential for thriving in a decade she believes will see a resurgence in active equity management.

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Billionaires Bet on Warner Bros. Discovery Stock Surge

Billionaire investors including Stanley Druckenmiller and Ken Griffin made significant bets on Warner Bros. Discovery in Q2, just before the stock surged 56% last week. Their moves, revealed through 13F filings, highlight the media company’s turnaround potential amid restructuring and takeover rumors. However, experts caution against blindly following smart money without personal due diligence.

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Mergers and Acquisitions (M&A)

Hedge Funds Win CFTC Approval for Yen Swap Clearing

Hedge funds have secured a major regulatory victory as the Commodity Futures Trading Commission grants Japan Securities Clearing Corp approval to clear yen-denominated interest rate swaps for US clients. This landmark decision resolves years of controversy surrounding collateral and bankruptcy protections while promising to enhance liquidity in the yen derivatives market, marking a significant advancement in cross-border financial regulation.

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Commodity Futures Trading Commission (CFTC)

Cartesian Digital Launches Crypto Fund Back-Office Services

Cartesian Digital, an offshoot of Cartesian FinOp Partners, has introduced the first outsourced middle-back-office service provider focused solely on digital asset and cryptocurrency funds. The company aims to fill a critical gap in specialized operational support for crypto hedge funds, venture capital firms, fund of funds, and proprietary trading firms. Services include fund launch consulting, outsourced accounting, financial support for management companies, and investment operations tailored to digital assets. Led by Managing Partner Frank Napolitani, the firm leverages expertise from finance, investment management, and technology to help crypto funds optimize operations and navigate market complexities. Based in Stamford with offices in London, Cartesian Digital positions itself as a solution for institutional investors seeking operational excellence in the rapidly evolving crypto space.

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