Our Scans · (FS.3.02) Hedge Funds · Weekly Summary

• [New] By the end of 2025, crypto ETFs could constitute up to 5% of hedge fund and pension fund portfolios. Aurpay
• [New] In countries that emphasize individualism (e.g., the U.S.), hedge fund managers take on more risks in comparison to their peers in cultures that emphasize collectivism (e.g., Japan). University at Albany
• The hedge fund industry attracted its largest inflows in seven years during the first quarter as investors sought downside protection amidst a volatility spike triggered by fears of inflation and rising rates as well as geopolitical tensions. CNBC
• Expectations that incoming President Donald Trump's policies on tariffs and immigration will boost inflation worry economists, leading some fund overseers to hedge their bets. / USA financialpost
• The hedge fund industry could expect a jump in outsourcing and AI-driven technology services until 2024. Outsource Accelerator
• Hedge fund Marshall Wace plans to start investing in digital assets as interest in cryptocurrencies grows. / UK CoinDesk
• State reserves could provide hedge protection against inflation and currency devaluation, similar to how sovereign wealth funds like Norway's oil fund diversified into alternative investments. Crypto Briefing
• Platforms like Overstock's tZERO and the tokenized hedge fund, Protos, envisaged on-chain financial assets investors could buy and sell as easily as crypto. CCN.com
• Hedge Fund Positioning: Net exposures remain elevated, particularly in concentrated names like Nvidia, Microsoft, and Apple, suggesting institutional conviction and heightened risk if leadership falters. / USA Lance Roberts
• As Asia's financial markets continue to expand, hedge fund leaders are seizing new opportunities to scale, optimize, and strengthen their operations. HFM APAC Operational Leaders Summit 2025
• Hedge fund manager Pierre Andurand expects the price of copper to almost quadruple to $40,000 a tonne in the next few years as soaring demand causes global stockpiles of the red metal to run low. Financial Times
• Hedge fund allocations by ultra high net worth individuals have fallen to 2% of their investment portfolios from around 12% over the past 16 years, and the asset class is effectively dead as an investment opportunity for the super rich. Hedgeweek
• At least one endowment is shifting away from hedge funds and using an options-based exchange-traded-fund strategy to mitigate risk. Chief Investment Officer
• The deregulatory agenda of the new US Administration and divergent global economic policies and fortunes could provide fertile ground for a range of hedge fund strategies. Withintelligence
• 2048 H 800s cost between 50-100 million USD and the company that owns DeepSeek is a large Chinese hedge fund, with way more than 2048 H 800s. Radical Data Science
• Galaxy Digital, the crypto hedge fund led by former Goldman Sachs partner Mike Novogratz, expects a Bitcoin ETF to bring $79.5 billion in inflows to Bitcoin in its first three years. Security.org
• The hedge fund industry was well positioned for further growth as investors seek to allocate to strategies that provide capital protection and the potential for uncorrelated returns at a time of high uncertainty and risk. Institutional Asset Manager

Last updated: 14 October 2025