Latest news with #institutionalinvestment
Yahoo
05-07-2025
- Business
- Yahoo
The Bitcoin Power Shift No One's Talking About
Bitcoin (BTC-USD) could be entering a new chapterone that looks a lot less like a high-octane trade and more like a steady institutional asset. Over the past year, longtime holdersminers, offshore funds, and early anonymous whaleshave quietly sold over 500,000 coins, according to 10x Research. Meanwhile, institutions like ETFs, corporates, and asset managers have absorbed nearly 900,000 coins. This silent handover is reshaping the $2.1 trillion market's ownership base, with Bitcoin stuck near $110,000 as volatility fades and institutional allocation grows. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Today, ETFs and treasury allocators now control about 25% of all circulating Bitcoin. Back in 2020, just 2% of wallets held 95% of the supply. That concentration is breaking down fast. Some of the older whales aren't just sellingthey're converting BTC into equity through private transactions tied to the public markets. The result? A less explosive asset, but potentially more resilient. Metrics like Deribit's volatility index have dropped to multi-year lows, and analysts are tempering expectations to 10%20% annual returnsdown sharply from the parabolic runs of past cycles. Bitcoin is probably more like boring dividend stock over time, said Arca CIO Jeff Dorman, suggesting it could become a staple for longer-term portfolios. Still, this transformation comes with risks. Hilary Allen, a long-time crypto critic, notes this institutional rush may be providing the exit liquidity whales have waited years forleaving retail and retirement investors more exposed if inflows slow. Past outflows of just 2% and 9% in 2018 and 2022 triggered 74% and 64% drawdowns, respectively. That said, not everyone sees a repeat. MARA Holdings (NASDAQ:MARA) CEO Fred Thiel believes we're in a very different market environment nowone where this slow grind toward institutional maturity could play out over years, not months. Markus Thielen at 10x agrees: The nature of Bitcoin really changes. This article first appeared on GuruFocus.
Yahoo
04-07-2025
- Business
- Yahoo
The Bitcoin Power Shift No One's Talking About
Bitcoin (BTC-USD) could be entering a new chapterone that looks a lot less like a high-octane trade and more like a steady institutional asset. Over the past year, longtime holdersminers, offshore funds, and early anonymous whaleshave quietly sold over 500,000 coins, according to 10x Research. Meanwhile, institutions like ETFs, corporates, and asset managers have absorbed nearly 900,000 coins. This silent handover is reshaping the $2.1 trillion market's ownership base, with Bitcoin stuck near $110,000 as volatility fades and institutional allocation grows. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Today, ETFs and treasury allocators now control about 25% of all circulating Bitcoin. Back in 2020, just 2% of wallets held 95% of the supply. That concentration is breaking down fast. Some of the older whales aren't just sellingthey're converting BTC into equity through private transactions tied to the public markets. The result? A less explosive asset, but potentially more resilient. Metrics like Deribit's volatility index have dropped to multi-year lows, and analysts are tempering expectations to 10%20% annual returnsdown sharply from the parabolic runs of past cycles. Bitcoin is probably more like boring dividend stock over time, said Arca CIO Jeff Dorman, suggesting it could become a staple for longer-term portfolios. Still, this transformation comes with risks. Hilary Allen, a long-time crypto critic, notes this institutional rush may be providing the exit liquidity whales have waited years forleaving retail and retirement investors more exposed if inflows slow. Past outflows of just 2% and 9% in 2018 and 2022 triggered 74% and 64% drawdowns, respectively. That said, not everyone sees a repeat. MARA Holdings (NASDAQ:MARA) CEO Fred Thiel believes we're in a very different market environment nowone where this slow grind toward institutional maturity could play out over years, not months. Markus Thielen at 10x agrees: The nature of Bitcoin really changes. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
19-06-2025
- Business
- Yahoo
SOL Slips Below $144 Even as Sol Strategies Eyes Nasdaq to Deepen Its Bet
Solana's native token, SOL SOL, dropped to $143.38 Tuesday, down 1.21%, closing near the day's low after failing to hold above $147, according to CoinDesk Research's technical analysis model. The weakness came even as the ecosystem drew fresh institutional backing: Canadian blockchain investor Sol Strategies filed with the U.S. Securities and Exchange Commission on June 18 to pursue a Nasdaq listing under the ticker STKE. While the filing itself is not an immediate market mover, it highlights a growing institutional commitment to Solana's long-term outlook. Sol Strategies disclosed earlier this month that it holds more than 420,000 SOL, worth over $61 million, and has made SOL the centerpiece of its treasury strategy. The firm is also seeking regulatory approval in Canada to raise up to $1 billion, in addition to an earlier $500 million convertible note issuance in April used to acquire and stake SOL. Despite these bullish signals, SOL continues to trade defensively. Price action has been confined to a horizontal band for much of the past week, with the most recent breakout attempt above $147.80 failing to generate follow-through. Bears regained control during the final hours of trading, pushing SOL below the $144 psychological support. With price trending below major moving averages and volume tapering off mid-session, sentiment remains fragile even as long-term backing intensifies. Technical Analysis Highlights SOL traded in a 24-hour range from $143.23 to $147.80, a 2.83% swing. Resistance held at $147.80 after a failed breakout during the 22:00 UTC candle on June 18. Price declined steadily to $143.38, closing near the low after weak recovery attempts. Sellers were active between 13:46–14:00 UTC, with a drop from $144.62 to $143.38 on strong downside momentum. The $144–$145 zone remains critical; failure to reclaim it may open a path toward deeper support near $140. 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
Bloomberg
09-05-2025
- Business
- Bloomberg
Bloomberg Business of Sports: Kohler CEO on PGA Works
Join hosts Michael Barr, Scarlet Fu and Vanessa Perdomo for a look at some of the latest headlines and stories in the business of sports. Kim Bhasin, Bloomberg News reporter covering athletes and celebrities, details plans from youth sports property and events manager Unrivaled Sports to raise $120 million in a funding round led by the venture arm of retailer Dick's Sporting Goods Inc. Then, Shawn Quill, the Sports Industry Leader at KPMG US, examines the rise of institutional capital in both professional and college sports, the business case for it, as well as how these investments are changing the consumer and fan experience. Plus, Kohler Chair and CEO David Kohler details his family-owned company's involvement in the PGA WORKS Collegiate Championship, formerly known as the National Minority College Championship. Kohler, the maker of household fixtures and furniture, owns Whistling Straits golf course in Wisconsin, where the tournament is being held.
Bloomberg
08-04-2025
- Business
- Bloomberg
Quants Winning Against Hedge-Fund Peers Get Slammed by Selloff
The tariff-induced shock unleashed on markets in recent days has been so ferocious that even some of Wall Street's fastest and most tech-savvy investors have been unable to escape. Quantitative trading firms, who for much of this year had been a bright spot amid the institutional-investment crowd, are now showing cracks in the historic turmoil sweeping across assets.
