On April 2, Bloomberg reported that several global hedge funds known for their stable returns experienced losses in March due to the disruption of energy, bond, and stock markets caused by the conflict in the Middle East, which forced traders to unwind crowded positions. Sources revealed that multiple multi-strategy hedge funds, including ExodusPoint Capital Management, Balyasny Asset Management, and Millennium Management, recorded declines, giving back all or part of their gains from the previous two months. However, there were also some standout winners, such as the Alpha fund from Kepos Capital and ADAPT Investment Managers from Switzerland.
Welcome Back
Click “Sign in” to agree to Cointime’s Terms of Service and acknowledge that Cointime’s Privacy Policy applies to you.
Join CoinTime
Already have an account?
Click “page.Sign up” to agree to Cointime’s <a class="underline" href="#term-of-service">Terms of Service</a> and acknowledge that Cointime’s a class="underline" href="#privacy-policy">Privacy Policy</a> applies to you.
Sign in with email
Sign up with email
Your email
Check your inbox
Click the link we sent to to sign in.
Click the link we sent to to sign up.
Iran Conflict Disrupts Markets, Major Hedge Funds Known for Stability Suffer Losses in March
-
Wechat scan to share
Recommended for you
-
U.S. Secretary of State: Iran Agreement May Be Reached Today, Tomorrow, or Next Week
On June 2, U.S. Secretary of State Rubio stated that we are negotiating with Iran. Iran may have agreed to discuss some aspects of its nuclear program that it previously refused to mention in negotiations. The Iran agreement may be reached today, tomorrow, or next week. -
Masayoshi Son Regains Title of Asia's Richest Person
On June 2, Forbes' real-time billionaire rankings showed that Masayoshi Son, founder and CEO of SoftBank Group, saw his net worth rise to $100.7 billion, surpassing Indian billionaires Mukesh Ambani and Gautam Adani, reclaiming the title of Asia's richest person after more than a decade. -
BTC Falls Below $68,000
Market data shows that BTC has fallen below $68,000, currently priced at $67,971.12, with a 24-hour decline of 5.05%. The market is experiencing significant volatility, so please ensure proper risk management. -
Cisco's Market Value Surpasses $500 Billion for the First Time
On June 2, Cisco's stock price increased by 5%, reaching a new record high, with its total market value surpassing $500 billion for the first time. -
U.S. Secretary of State Rubio: We Are Negotiating with Iran
U.S. Secretary of State Rubio: We are negotiating with Iran. Iran may have agreed to discuss some aspects of its nuclear program that it previously refused to mention in negotiations. -
Bank of America Outlook on Semiconductor Industry: AI Investment Continues to Expand, Storage Cycle Logic May Be Rewritten
On June 2, Bank of America stated that the construction of AI infrastructure is still in its early stages. As AI applications gradually spread from cloud computing vendors to enterprise customers, government agencies, and sovereign AI projects, global AI infrastructure investment is expected to grow from the current approximately $1 trillion to $3-4 trillion by 2030. Against this backdrop, the AI data center, memory, semiconductor equipment, and analog chip industries will welcome new growth opportunities. Bank of America believes that the memory industry is undergoing structural changes and is likely to break away from the traditional cycle model of 'big ups and downs.' The report points out that the current factors limiting the expansion of memory capacity include not only capital expenditure but also advanced packaging capabilities, cleanroom construction, power supply, and geopolitical factors. -
Ondo Perps to Launch on June 9
On June 2, according to official news, Ondo Perps announced that it will launch on June 9. Ondo Perps is the first perpetual contract platform specifically built for real-world assets (RWA). -
SpaceX Seeks to Lower IPO Underwriting Fees, Banks Still Expected to Earn $500 Million
On June 2, SpaceX, owned by Elon Musk, is negotiating with Wall Street investment banks handling its IPO, aiming to pay a significantly reduced fee rate. However, even with a substantial reduction in fees, the banks responsible for this record-setting IPO are still expected to earn approximately $500 million from it. The aerospace and AI group plans to go public this month with a fundraising target of $75 billion. According to insiders, the company is currently trying to lower the underwriting fee rate to below 0.75%. Although this rate is much lower than the usual level, it will still become one of the most profitable IPOs in history for the Wall Street banks involved. As the lead underwriters for this IPO, Goldman Sachs and Morgan Stanley are expected to receive a larger share of the underwriting fees compared to the other 21 participating brokerages. Insiders noted that these figures only reflect the base underwriting fees paid by SpaceX and do not include any potential additional incentive fees. Due to the discussions being confidential, sources requested anonymity. Representatives for SpaceX, Goldman Sachs, and Morgan Stanley declined to comment. -
NVIDIA's Market Value Surpasses $5.5 Trillion Again
NVIDIA (NVDA.O) rose by 2.6%, with its total market value surpassing $5.5 trillion once again. -
Market Shaken by $80 Billion Financing Plan, Google A Falls Over 4% to New One-Month Low
Google A (GOOGL.US) fell over 4%, hitting a low of $359.7, marking a new one-month low. In the news, Google's parent company Alphabet announced plans to raise up to $80 billion through equity financing to support its large-scale AI infrastructure investments. The financing consists of three parts: a $30 billion concurrent underwritten public offering, a $40 billion at-the-market offering, and a $10 billion private investment from Berkshire Hathaway. Alphabet stated that AI is bringing the company 'an expansionary moment,' and this financing will help 'support significant growth opportunities in the future.' The company reiterated its capital expenditure plan of up to $190 billion for this year and expects this figure to 'increase significantly' by 2027, while its operating cash flow totaled $174 billion over the past year.
Daily Must-Read
-
Goldman Sachs makes a heavy judgment: AI supply chain boom spillover, MLCC opens a new cycle of ultra long quantity price until 2030
-
The 'Perfect Storm of Abundant Dividends' in the US stock market: Five core driving forces supporting the continued rise of the bull market
-
Pantera's in-depth analysis: AI and blockchain usher in epic technological integration, and encryption infrastructure is a necessity for the intelligent agent economy
-
Misconception in the AI Agent craze: Quantity does not equal productivity, understanding the hidden 'orchestration tax'
-
Galaxy analysis: Bitcoin core demand double ebb, short-term bear market continues, long bull pattern remains unchanged
-
A16z in-depth analysis: Predicting the market - aggregating collective intelligence and predicting the next generation of value markets in the future
All Comments