RT Michaël van de Poppe (@CryptoMichNL)A fascinating chart.Non-commercial traders, primarilly hedge funds and institutions, are currently at one of their most extreme net long positions in #Bitcoin in the entire dataset.The red line has plunged deeply negative, meaning the "net short position" is at historic lows, or flipped: these traders are maximally long Bitcoin futures.The past few times this has been happening, the markets have provided a substantial rally afterwards.The same positioning can be seen d ...

A fascinating chart.Non-commercial traders, primarilly hedge funds and institutions, are currently at one of their most extreme net long positions in #Bitcoin in the entire dataset.The red line has plunged deeply negative, meaning the "net short position" is at historic lows, or flipped: these traders are maximally long Bitcoin futures.The past few times this has been happening, the markets have provided a substantial rally afterwards.The same positioning can be seen during:- Q3 2023, right before the big r ...

Group 1 - Several participants indicated support for a two-sided description of future interest rate decisions, suggesting the possibility of upward adjustments due to inflation concerns [1] - Officials expect inflation to decrease this year, but the pace and timing remain uncertain, with factors such as tariffs and housing prices influencing this outlook [2] - Some companies are automating operations to offset price increases, but progress towards the 2% inflation objective may be slower and more uneven than expected [3][10] Group 2 - Labor market conditions show signs of stabilization, with diminished downside risks, although concerns remain about labor supply [5][18] - Consumer spending is resilient, driven largely by higher-income consumers, while lower-income spending remains soft [6] - There are concerns about high asset valuations and low credit spreads, with vulnerabilities noted in the private credit sector and hedge funds [6][7] Group 3 - The focus of the January meeting shifted from jobs to inflation, with several participants noting the potential for inflation to stabilize at a higher than desired level [9][11] - The discussion included the impact of tariffs on prices, with concerns that tariff-related price increases may not fade as quickly as anticipated [10] - The economic burden of tariffs is primarily borne by U.S. companies and consumers, with various studies indicating that 90% or more of the costs are passed on to them [14][15]

Hedge funds are reversing course and ramping up bets on a stronger yen as the buy Japan trade takes hold even after robust US jobs data curbed expectations for Federal Reserve rate cuts this year, according to traders https://t.co/r5L2oIjjzb ...

In the 1980s, a small group of funds started using computers to analyze markets. At the time, it seems silly, but quantitative trading is now [music] obvious. We're at a similar inflection point now, and the next Renaissance, Bridgewater, and De Shaw are going to be built on AI.[music] The biggest hedge funds in the world have been slow to adapt. I worked as a quant researcher at one of these funds, and when I asked Compliance to let us use ChateBT, I didn't even get a response. It made it clear to me that ...

Tracing the Crypto Market Selloff: Hong Kong Hedge Funds, or TradFi Cross-Asset Whales?Bitcoin’s early February 2026 drop to around $60,000 coincided with broader cross-asset deleveraging, fueling speculation that a large fund liquidation was involved. Some pointed to losses from ETF-based volatility strategies, while others suggested a TradFi player unwinding cross-asset positions. However, industry insiders report no evidence of a major crypto fund collapse, and current data points more to macro pressure ...

The British pound has been hit by a one-two punch in recent days, and it may come under further pressure as hedge funds boost bearish bets against the currency in the options market https://t.co/r9nP6liENR ...

I don't think the the disaster in Bitcoin is over yet. I think most of it is. >> There does seem to be a confluence of factors driving prices lower.>> There's been a growing incidence of what we call ramping and dumping. >> The Bitcoin price showing signs of life again, up almost 20% since the monster crash yesterday, which took us to just above that 200E moving average. And we're seeing predictions that it could be as much as a 70% pullback from alltime highs.>> But I wouldn't be surprised if we saw Bitcoi ...

Goldman says more than two-thirds of equity hedge funds fell in a single session. https://t.co/jSTaRItaLO ...

Macro hedge funds had a strong start to the year, while multistrategy giants produced steady returns last month amid soaring volatility https://t.co/10L4Wpynp5 ...