Latest news with #institutionalcapital
Yahoo
7 hours ago
- Business
- Yahoo
Bitcoin Is 'Too Big To Ignore'—Even For Wall Street's Biggest Players
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The Kobeissi Letter has said Bitcoin has become "too big to ignore.' 'Simply put, institutional capital can no longer ignore the returns that Bitcoin is providing,' the market analysis platform run by prominent market commentator Adam Kobeissi said Tuesday on X. 'When an asset provides a return of 90% in one year, it can be ruled an 'outlier.' However, when an asset provides a 90% CAGR for 13 years (Bitcoin), it can no longer be ignored.' Kobeissi said that now, even conservative asset managers were allocating at least 1% of their assets under management to Bitcoin, citing conversations at The State of Crypto Summit 2025 hosted by Coinbase (NASDAQ:COIN) in June. They added that any remaining reservations these fund managers may have had were taken away with the cryptocurrency sector's newfound government support. Don't Miss: — no wallets, just price speculation and free paper trading to practice different strategies. Grow your IRA or 401(k) with Crypto – . Higher Bitcoin Prices Programmed? Kobeissi estimated that an additional $300 billion could flow into Bitcoin if 1% of U.S. institutional capital, estimated to be around $31 trillion, was allocated to Bitcoin. The figure is nearly 10 times the $38 billion in inflows the asset received from spot Bitcoin exchange-traded funds in 2024, which helped it to an impressive 150% run. The case for Bitcoin becomes even more appealing if one assumes that not just U.S. funds are allocating to the asset. Kobeissi said in a scenario where global funds allocate 1% to Bitcoin, about $1 trillion could flow into the asset. Already, Bitcoin is up 28% year-to-date, the best-performing asset of 2025 so far, marginally edging gold's 27%. The asset's outperformance comes amid outsized demand from institutions and public corporations. As recently highlighted by Bitwise investment chief Matt Hougan, spot Bitcoin ETFs alone are gobbling up thousands of BTC daily, while the network is only producing roughly 450 BTC daily. Trending: New to crypto? on Coinbase. Meanwhile, public corporations led by MicroStrategy (NASDAQ:MSTR) continue to aggressively accumulate the asset as well. On Monday, the firm announced that it had added 4,225 BTC worth nearly $500 million to its holdings, bringing its total stash close to 602,000 BTC worth over $70 billion. Amid these trends, analysts at Bernstein and Bitwise see Bitcoin topping $200,000 by year-end. At last look, the asset is trading near $120,000. 'You may call us 'believers' but we suspect we may have crossed the 'belief' stage,' Bernstein Global Digital Assets Senior Analyst Gautam Chhugani said in a Monday note. 'I think it has a long way to go,' Hougan told CNBC last week. 'I think it could end the year closer to $200,000. So I would get used to this story of new all-time highs.' Meanwhile, Bitcoin's fundamentals are likely to benefit from House approvals of the GENIUS, CLARITY and the Anti-CBDC Surveillance State acts. Hougan said in a Monday note that the passage of these key cryptocurrency bills in the House would mark a new era for cryptocurrencies by minimizing risk, which would encourage Wall Street to fully jump in. Read Next: A must-have for all crypto enthusiasts: . Accredited investors can —with up to 120% bonus shares—before this Uber-style disruption hits the public markets Image: Shutterstock This article Bitcoin Is 'Too Big To Ignore'—Even For Wall Street's Biggest Players originally appeared on Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Bloomberg
15-07-2025
- Business
- Bloomberg
Blue Owl: Wealthy Investors Want Access to Alternatives
James Clarke, global head of institutional capital at Blue Owl, discusses the firm's expansion in the Middle East, investing to withstand geopolitical shocks and cyclical bumps, and providing individual investors access to alternative assets. (Source: Bloomberg)
Yahoo
13-07-2025
- Business
- Yahoo
3 Reasons Solana Might Crush Dogecoin's Returns This Summer
Solana enjoys growth from institutional capital as well as its own ecosystem. Developers are also eager to work on Solana applications. Dogecoin isn't exposed to any such growth, nor any such influx of new talent. 10 stocks we like better than Solana › Wall Street's investment moods might change faster than a beach playlist, but one pattern rarely fails: When fresh institutional money turns up, it chases utility, not memes. That distinction could matter a lot in the next couple of months. Solana (CRYPTO: SOL) and Dogecoin (CRYPTO: DOGE) may both ride the latest rising crypto tide, yet only one has three new currents pushing it forward. Here's what's happening under Solana's hood right now and why it makes it a shoo-in to outperform Dogecoin. The Securities and Exchange Commission (SEC) just ordered would-be issuers of Solana exchange-traded funds (ETFs) to refile their applications by the end of July to speed up the approval process. That means the ETF approvals could happen before Halloween. Capital has already started moving in anticipation. Newly listed Solana exchange-traded products (ETPs) pulled in $78 million in a single week in early July. That's real cash looking for exposure to the coin, which is exactly the kind of demand that sends native tokens higher long before the average investor hears about it. Dogecoin's boosters will counter that a spot Dogecoin ETF is also inching toward approval. The catch is that the institutional investment desks courting pensions, endowments, and sovereign wealth funds have little appetite for a meme coin with no yield, no built-in token burning mechanism, and no development road map whatsoever. If the Dogecoin ETF launches at all, don't expect the same swarm of block orders. Beyond ETFs, Solana is luring real value to its chain. In just two weeks, the chain's on-chain tokenized stock market ballooned from $15 million to $48 million as a slew of new tokenized equities launched. Each listing brings a fresh stream of settlement fees and reputational weight, as asset managers migrate their real-world assets (RWAs) from their home in legacy technology, and onto the Solana blockchain. Why should investors care about a few dozen tokenized shares? In short, because large asset managers treat these tokenization venues like plumbing. They pick the pipe that works and then run everything through it -- and the more volume they have to move, the more gets piped. And they don't switch plumbing systems unless there's something that's dramatically better on offer. So if Solana continues to get established in the tokenized equity sector, it will start to handle more and more trading volume, and retain bigger and bigger sums of capital on its chain. Dogecoin simply can't compete here. Its protocol was never designed for smart contracts, let alone custody controls and know-your-customer (KYC) hooks demanded by regulated asset issuers. Solana has a maximum theoretical throughput of 65,000 transactions per second (TPS), though its typical actual throughput is much lower. Its real-world throughput peaks above 5,000 TPS, and its network fees for transactions are a fraction of a penny. Operating at that scale makes consumer decentralized applications (dApps) feel instant, and it keeps network congestion from nuking the user experience during meme coin stampedes. Performance means little without builders, and here, too, Solana is sprinting ahead. The network has commanded the most developer activity among its peers for three months running. That activity yields concrete upgrades that widen the moat. Dogecoin, in contrast, sees essentially no developer activity. That stagnation is the flip side of the coin's charm. There are no governance fights, but also no new features. Without on-chain programmability, Dogecoin remains a tip jar powered by vibes. Even if an ETF attracts a trickle of retail cash, the chain has nowhere for capital to stick around, and that limits price follow-through. Assuming ETF approvals land on schedule and tokenization keeps increasing, Solana's transaction counts, fee revenue, and narrative should all improve in lockstep. It will easily outperform Dogecoin in the short term as well as in the long term. Before you buy stock in Solana, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Solana wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $671,477!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,010,880!* Now, it's worth noting Stock Advisor's total average return is 1,047% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Alex Carchidi has positions in Solana. The Motley Fool has positions in and recommends Solana. The Motley Fool has a disclosure policy. 3 Reasons Solana Might Crush Dogecoin's Returns This Summer was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Spot Ethereum ETFs Could See Explosive Growth in H2 2025, Says Bitwise CIO
The Ether (ETH) price surged to $2,601 on July 2, capping a breakout that began after 16 hours of tight consolidation, according to CoinDesk Research's technical analysis model. The move coincided with growing institutional focus on Ethereum's emerging role as a platform for tokenized financial products, as well as continued momentum in spot ETF inflows. On June 30, Robinhood confirmed via X that it is building 'Robinhood Chain' on Arbitrum to 'power the future of asset ownership.' While the company did not specify a timeline for launch, its decision to build on Ethereum's leading Layer-2 solution reinforces the network's position at the center of tokenized finance. The Ethereum Foundation amplified this narrative in a response that read: 'Ethereum is for tokenized stocks.' Building on this theme, Bitwise CIO Matt Hougan offered a bullish forecast on July 2. Responding to the Ethereum Foundation's post, Hougan said: 'Flows into Ethereum ETFs are going to accelerate significantly in H2. The combination of stablecoins & stocks moving over Ethereum is an easy-to-grasp narrative for traditional investors.' He noted that Ethereum ETFs attracted $1.17 billion in net inflows in June alone and suggested the second half of 2025 could see a much larger total if investor interest accelerates. Analysts say the convergence of stablecoins, tokenized equities, and staking on Ethereum creates a compelling use case for institutional capital. As staking locks up nearly 30% of ETH's supply and Layer-2 usage accelerates, Ethereum is increasingly being positioned as the foundational layer for real-world asset tokenization. Market participants are now watching the $2,800 level as the next resistance zone, which, if breached, could reinforce the bullish momentum heading into the second half of the year. Technical Analysis Highlights ETH climbed from $2,413 to $2,570 during the 24-hour window ending July 2 at 18:00 UTC, marking a 6.49% surge. Consolidation between $2,380.83 and $2,460.27 lasted 16 hours before a breakout began at 14:00 UTC. During the 16:00 hour, ETH gained 2.44% with volume 3.5x the 24-hour average. Strong support formed at $2,554.06, with buyers maintaining control despite profit-taking. In the final hour (17:40 to 18:39 UTC), ETH rose from $2,560.29 to $2,577.0 — up 0.65% with a 30% volume spike. Higher lows and a strong close near session highs indicate continued bullish momentum. Parts of this article were generated with the assistance from AI tools and reviewed by our editorial team to ensure accuracy and adherence to our standards. For more information, see CoinDesk's full AI Policy. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Hospitality Net
12-06-2025
- Business
- Hospitality Net
European Hotel Investment Market: Insights and Outlook After a Record Year
Hotel Investment Holds Steady in Q1 2025, with a Promising Hotel Investment Outlook in Europe European hotel transaction volumes reached €5.5 billion in Q1 2025, flat year on year with 2024 but still 24% above the 2020–2024 five-year average. With several deals in the making, we expect 2025 volumes to surpass last year and reach about €25Bn. This is assuming a continued gradual recovery of the lending landscape. With an increased maturity in the hotel sector and growing interest in the Hotels Sector from core institutional capital, market volumes are forecast to grow further in coming years. Hotels are typically more resilient than most other asset classes in a high inflation environment, due to their ability to quickly react and adjust to increase prices, whilst at the same time having opportunities to manage their costs. As such, the typical investment model offers investors value-add opportunities in a high interest rates environment. In addition, some assets, such as ultra luxury/iconic hotels, might suffer less from these impacts. European Hotel Deals Soar Above 5-Year Average in 2024 European hotel transaction volumes reached €22.3Bn in 2024, a +36% increase vs 2023, and also 19% above the 5 years' average (2019-23). This market volume was underpinned by the closing of several large portfolio deals (accounting for over one third of the total in 2024), as well as a number of major single asset transactions. The catalyst for this growth was a strong trading recovery and positive trading outlook, backed up by increased debt availability, at margins which were accretive to investment returns. Investors focused principally on urban markets with a solid leisure component (such as London, Paris, Dublin, Amsterdam, Rome & Barcelona), as well as leisure-driven destinations (Iberian Peninsula, France and Italy). Alongside these core markets, there was notable increases in investment volumes (within the top-10 markets) in Greece (+290% vs 2024), Norway (+248%) and Ireland (+209%). Despite a cautious approach due to the current geopolitical uncertainties, the market sentiment remains very positive. Hotels are a 'hot' asset class at the moment, given their value-add opportunities (beneficial in a high lending cost environment), strong recent performance, hedge against inflation and offering an excellent opportunity for investors to diversify their investment holdings. Several landmark transactions and large portfolios drove 2024 results Key portfolio transactions included the acquisition of 33 Marriott hotels by KKR, Amante Capital and Baupost from ADIA in Q4, Blackstone's purchase of Village Hotels (33 hotels) from KSL Capital Partners in Q2, the sale of 10 Radisson Edwardian hotels to Starwood Capital Group in Q1 and the acquisition of 21 hotels from Land Securities by Ares Management and EQ Group in Q2. The most significant single-asset transactions were Amundi's sale of the Pullman Paris Tour Eiffel to Morgan Stanley and QuinSpark Investment Partners, Signa's sale of the Bauer Hotel in Venice to Mohari Hospitality and Omnam Investment Group, Kennedy Wilson's sale of the Shelbourne Hotel in Dublin to Archer Hotel Capital, Blackstone's sale of the Hilton Paris Opera to City Development Limited and Hines and Henderson Park's sale of the Grand Hyatt Athens to Hotel Investment Partners. A growing trend in Europe involves converting commercial buildings into hotels, exemplified by the sale of London's iconic BT Tower to MCR Hotels for transformation into a luxury hotel. What's Driving the High Transaction Volumes in Europe? European hotels are liquid: in 2024, it represented about ¼ of the global room supply (27%) but more than 1/3 of the transaction volumes (37%). This is driven by: A good mix well-established urban markets and of established resort destinations with limited supply growth. Strong operating performance: 2024 RevPAR up 34% vs. pre-pandemic, surpassing Americas (+32%) and APAC (+6%), trailing MEA (+58%). High operational margins: our samples of branded full-service hotels in 15 major European markets show healthy Gross Operating Profit margins (ranging between 27%-47%). 13 out of the 15 markets recorded a growth of GOP PAR in 2024 versus 2023, with an average increase of 10%. This is positive news given the ongoing inflationary pressures and lack of labour. High levels of transparency of markets providing confidence for investors In the context of all asset classes (office, retail, industrial & logistics), the hospitality sector increased in attractiveness among investors, due to its positive growth metrics and strong value-add potential. In addition, investment was supported by favorable currency dynamics. In 2024, the USD strengthened notably against the Euro, enhancing the appeal of European assets for dollar-based investors. Sources: STR, HotStats Recent Changes in the Transactional Landscape A key change since the pandemic has been the shift towards investments in resort assets (as opposed to urban destinations), driven by positive consumer trends (more spending on experiences rather than goods, and the ability to combine work and leisure), as well as a recognition by many institutional investors of the resilience of leisure demand. We are witnessing a continued rising trend of conversions of existing commercial assets into hotels, especially in established mature markets, driven by constrained pipeline, hotels' growing appeal over other asset classes, and ability to deliver alignment with ESG goals. There has also been a trend from some significant investors (such as Brookfield AM and Archer Hotel Capital) to take direct operational control by integrating or establishing management and investment platforms into their structures, rather than accepting a traditional HMA or lease model, which may limit control and reduce returns. Top Investor Picks for 2025: Southern Europe Leads, Prague Sees the Sharpest Rise According to our latest Investor Survey (Investor Compass 2025), the most attractive cities for investors in 2025 are Madrid, Barcelona, Rome, Milan, London, Lisbon, Paris, Amsterdam, Munich, and Berlin. However, the largest increase in attractiveness relative to 2024 is in Prague (+14%), Munich (+8%), Milan (+4%) and Edinburgh (+4%). In 2024, the most attractive markets (by investment volume) in Europe where: EUR, Millions — Source: Cushman & Wakefield & HotStats (data are rounded) Markets to Watch for Future Hotel Investment The most significant opportunity perhaps lies in Germany which has seen a significant drop in hotel volumes in recent years. Notwithstanding the weak short term economic outlook for Germany, as the largest economy in Europe, we expect a recovery of German investment volumes, which has historically been number 2 by investment volumes (behind the UK) in Europe. Emerging markets also include the South Eastern European region (incorporating countries such as Croatia and Greece) which has historically had lower liquidity, but experienced strong investment activity in Q1 2025, +553% vs 2019-23 5YRS average, as did the Nordics (Q1 2025 volumes +232%), as well as the Baltics (currently low due to impact of the War in Ukraine), and the Central & Eastern Europe region (especially Prague, with several landmark properties recently sold – including the Four Seasons and Hilton Prague, both acquired by PPF in 2025). ESG's Rising Role in Hotel Investment Decisions According to our latest investor survey, 31% of investors faced ESG-related issues with a major monetary impact (>€500K) during hotel acquisitions or dispositions in the last two years. Overall, about 67% of investors have encountered ESG-related issues (incl. non-monetary), but this is a decline compared to the preceding year (74%). The declining number of issues might be due to increased preparedness of assets ahead of dispositions as sellers seek to avoid ESG related negative impacts. According to our survey, investors are willing to pay a green premium for sustainable hotels (4.8% on average), but this may shift toward brown discounts as sustainability becomes a baseline expectation. Unlocking Potential: Challenges and Opportunities in European Hospitality Investment As ever, some of the challenges will present opportunities for hotel-savvy investors. The key challenges will likely include effective cost control (rising labour and inflation-driven supplier pricing), navigating the geopolitical environment (impact of border tightening on staffing and taxes on procurement), meeting regulatory and ESG compliance, and staying ahead of technological advancements. On the other hand, opportunities will arise for those who embrace technology (cost cutting opportunities, clearer vision with data-driven analysis). Demand growth is expected for transient accommodation driven by global demographics and lifestyle trends. European travelers are expected to live longer and are now allocating more time and money to leisure activities/holidays (shift from spending on good to experiences). Simultaneously, international travelers are seeing their populations and income growing. The growing trend of 'working from home' and combining work and leisure will benefit extended stay and hybrid formats of hospitality. As a result, we expect more capital to be deployed in the European hotel sector in 2025 than in 2024. 56% of respondents to our investor survey intend to deploy more or at least the same capital than in 2024, with an increasing pool of buyers (more institutional, willing to shift from traditional asset classes towards alternative/living sectors). When approaching European markets, investors should assess demand diversity (balanced mix of domestic/international, leisure/business travelers), understand the supply/pipeline dynamics (European markets are very polarized: i.e., Brussels and Dublin have a greater pipeline (>=4% 2023-2025 CAGR) than markets such as Paris and Barcelona, which are expecting very limited pipeline additions (<=2%)), and recent tourism taxes/VAT changes (e.g., increasing tourism tax in Amsterdam). Furthermore, investors should integrate sustainability into their hotel strategy and ensure effective cost management. This article is based on an interview conducted by ChosunBiz:
