最近 DAT (Digital Asset Treasury) 很火，也是这两个月上涨的最大驱动力之一。这些上市公司将大量场外资金储备分配到持有加密货币，而不是传统资产如现金或债券，从而带来了大量的场外买盘——也就是属于我们这一阵讨论度非常高的币股然而，与被动工具比如 ETF 不同，DAT 可以主动管理持有资产，例如通过 staking 获取收益、借贷或复合增长，以增加每股加密货币敞口。这也就是我以前做过的一个设想，场外的利息这么低，如果大资金到圈内理财会怎么样？这就是完美的套利。想深入研究的朋友可以看看 @Delphi_Digital 做的 DAT dashboard这一阶段大部分的公司其实都还在炒作阶段，同时我也设想到了很多潜在的问题。许多 DAT 公司虽然有了这么多资产储备，并不熟悉 crypto，并且也不具备能够管理如此大量加密资产的能力，在此过程中我可以设想到非常多坑。他们需要解决的问题，我具体写为《资管三问》：1. 最重要的资产安全问题2. 进一步来说，如何生息的问题3. 更进阶来说，如何最大化生息的问题跟 VC 朋友聊的时候，恰好听说有一个在 SOL 上的稳定币 + 收益项目 @UnitasLa ...

Duos Technologies Group (DUOT) Q2 2025 Earnings Call August 14, 2025 04:30 PM ET Speaker0Welcome, everyone, and thank you for joining us. Earlier today, we issued our earnings press release and our twenty twenty five second quarter ten Q. Copies are available in the Investor Relations section of our website. I encourage all listeners to view the press releases and our 10 Q filing to better understand some of the details we'll be discussing during today's call.Speaker1Our strategy to pivot to theSpeaker0edge ...

Group 1 - The initiative "Financial Serenity" focuses on providing in-depth analysis of the asset management sector, driven by rigorous data analysis and actionable insights [1] - The column is managed by Tommaso Scarpellini, who has extensive experience in banking and financial analytics [1] - The mission is to deliver valuable, data-driven perspectives to assist investors in making informed decisions in the evolving asset management market [1] Group 2 - The content is intended for informational purposes and does not constitute financial advice or investment recommendations [3] - There is no guarantee regarding the accuracy of the data presented, and users are encouraged to conduct their own research or consult with financial advisors [3] - The article expresses personal opinions and does not reflect the views of Seeking Alpha as a whole [4]

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Legal Disclaimer FORWARD-LOOKING STATEMENTS THIS PRESENTATION INCLUDES FORWARD-LOOKING STATEMENTS WITHIN THE MEANING OF THE PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995. ALL STATEMENTS, OTHER THAN STATEMENTS OF PRESENT OR HISTORICAL FACT, THAT ADDRESS THE FUTURE FINANCIAL PERFORMANCE OF MOBILE INFRASTRUCTURE CORPORATION (THE "COMPANY"), AS WELL AS THE COMPANY'S STRATEGY, FUTURE OPERATIONS, FUTURE OPERATING RESULTS, FINANCIAL POSITION, ESTIMATED REVENUES, AND LOSSES, PROJECTED COSTS, PROSPECTS, PLANS AND ...

New Team Reinforces Strategic Focus on Investing in Talent and Enhancing Solutions to Drive Growth OAKS, Pa., Aug. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Robert Hum, CAIA, has joined as Head of Investment Product Development and Activation, reporting to Michael Lane, Head of SEI's Asset Management business. In this new role, Hum will lead the development and execution strategy for investment products and models, with a focus on enhancing portfolio outcomes across existing client s ...

Group 1 - WisdomTree Efficient Gold Plus Equity Strategy Fund ETF (GDE) is highlighted as a potentially effective investment tool if utilized wisely [1] - The initiative aims to provide in-depth analysis of the asset management market dynamics [2] - The focus is on delivering data-driven perspectives to assist investors in making informed decisions in a changing market [2] Group 2 - The author emphasizes the importance of personal opinions and the need for individual research before making investment decisions [4] - There is a clear disclaimer regarding the lack of financial advice and the responsibility for investment decisions [4][5] - The article does not guarantee the accuracy of the data presented [4]

Financial Data and Key Metrics Changes - The company reported total investment income of $144 million for the second quarter, an increase of $11.8 million or 8.9% year-over-year and $6.9 million or 5.1% from the previous quarter [25] - Annualized return on equity was 17.1%, and distributable net investment income (DNII) per share exceeded dividends paid to shareholders [9][30] - Net asset value (NAV) per share reached a record of $32.3, increasing by $0.27 from the previous quarter and by $2.5 or 8.4% year-over-year [30] Business Line Data and Key Metrics Changes - The lower middle market portfolio saw a net increase in investments of $108 million, while private loan investments decreased by $35 million due to lower overall private equity activity [11][24] - The company achieved significant realized gains of $109 million from equity investments in two lower middle market portfolio companies [20][21] - Dividend income increased by $11.2 million year-over-year, driven by the positive performance of lower middle market portfolio companies [26] Market Data and Key Metrics Changes - The private loan investment pipeline was characterized as slightly below average, attributed to a slowdown in overall private equity industry activity [16][18] - The company maintained a diversified portfolio with investments in 187 companies across various industries, with no single investment representing more than 3.9% of total investment income [24] Company Strategy and Development Direction - The company focuses on a differentiated investment strategy in the lower middle market, providing flexible financing solutions and maintaining a long-term investment horizon [16][19] - Plans to grow the asset management business and continue executing investment strategies in the lower middle market were highlighted [12][14] - The company remains optimistic about future investment opportunities, particularly in the lower middle market, despite current economic uncertainties [16][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability of portfolio companies to navigate economic uncertainties, with a focus on avoiding new investments in companies with significant consumer exposure [38][40] - The company anticipates continued favorable performance in the third quarter, with expectations for additional supplemental dividends if DNII significantly exceeds regular dividends [15][30] Other Important Information - The company declared a supplemental dividend of $0.30 per share, marking the sixteenth consecutive quarterly supplemental dividend [14] - The total investment portfolio at fair value was 17% above the related cost basis at quarter-end [24] Q&A Session Summary Question: Insights on the reduction in private loan investments - Management indicated that the reduction was due to a combination of lower investment activity and higher-than-expected repayments, with the overall private equity industry still slow [34][35] Question: Themes in underperformance within the portfolio - Management noted that underperformance was primarily in consumer businesses, particularly at the lower end of the market, and indicated a cautious approach to new investments in this sector [39][40] Question: Future exit opportunities and realized gains - Management believes there are potential exit opportunities in the near term, with a mature portfolio that could lead to additional realized gains [44][46] Question: Relationship between spread tightening and deal activity - Management explained that softer deal activity is linked to a decrease in M&A activity in the private equity sector, with expectations for improvement in the future [50][52] Question: Funding options for upcoming debt maturities - Management highlighted strong liquidity and a conservative capital structure, allowing flexibility in addressing upcoming debt maturities [53][55]

Equity Investor Presentation June 30, 2025 Forward-Looking Statements and Safe Harbor Disclosure 2 ASSURED GUARANTY LTD. • This presentation contains information that includes or is based upon forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward looking statements give the expectations or forecasts of future events of Assured Guaranty Ltd. (AGL) and its subsidiaries (collectively with AGL, Assured Guaranty or the Company). These statements can be ide ...

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