Meanwhile, the market has been tumultuous under the surface for a while. And we've talked about you heard Mark talk extensively about the software concerns and how much that's really impacting private credit in particular. Where are we in that wash out.Do you have a sense of how far along in terms of recognizing who the winners and losers are going to be in the software shakeout. Yeah, and I think Mark spoke to it. When it comes to private credit and we saw the Blackstone headlines overnight.I think that's ...

What is the concern around these record redemptions that they're facing. Yeah, I think I think there is a there's a funny sort of juxtaposition going on where where private credit funds are reporting pretty pretty strong returns and good performance. And yet investors can't seem to shake the I kind of like overwhelming fears around A.I. and software. And I mean, it's just a broader kind of points in the credit cycle.And, you know, BDC is the kind of vehicle through which investors, investors can either Ogde ...

Joining us now is Brennan Hawin, Beimo Capital Market, senior equity analyst. So, uh, Brennan, uh, look, the fear is flying around. Um, let's start at the epicenter with the alternative asset managers. Some of them have been just weighed down by a constant spiral of concern about what's in these private credit portfolios, right? Is there value there or should we just sort of assume that other shoes are going to drop? >> Well, I mean, it is they are credit portfolios, right? and and you make a loan, it's not ...

Keeping an eye on shares of Blue Al. You can see uh it and other alternative asset managers stocks have been under pressure. This certainly was the case yesterday after the firm said it would halt quarterly redemptions in its retail focused debt fund, opting instead to return capital via episodic payouts as it did sell down 1.4% billion of assets to allow for that.The move did reignite concerns around liquidity and valuation for many private credit vehicles. Joining us now in a CNBC exclusive is Blue Isles ...

dcf capital processed $400m in redemptions at 1:1 during stream finance's collapse. 90% of their tvl walked out the door with full payouts. zero bad debt despite complex stream exposure. deUSD holders got 10 cents on the dollar. dcf holders got 100 cents. structure beats yield chasing every time ...

blackrock's ibit holds 696,875 btc after pulling $3b inflows during bitcoin's correction from $113k. gold etfs lost $1b same period. the rotation to gold story lets them accumulate at $109k through etf creation units. $980m in sales were client redemptions not blackrock selling. ...

ANALYSIS: As the SEC approves in-kind redemptions for spot $BTC and $ETH ETFs, analysts say the switch could ease operations for funds, reduce volatility and accelerate market maturity. by @godbole17.https://t.co/BhvDm7xZ0C ...

Following a recent spate of filings from issuers to add in-kind redemptions to their Bitcoin and Ethereum ETFs, a Bloomberg analyst says progress is likely being made with the SEC. https://t.co/uHnfr02RfW ...

Bitcoin and Ethereum ETF issuers file amendments for in-kind redemptions, signaling 'positive movement' with SEC https://t.co/XdNFnmHJus ...