Gaby Hui

Bitcoin's “near-term setup for a relief rally is more constructive than the headline environment would suggest,” said AMINA Head of Derivatives Trading, Andreja Cobeljic, in a note to @Bloomberg reporter @Suvajourno. As oil surged back above $100 today, traders flocked to the dollar while Bitcoin briefly weakened amid escalating tensions in the Middle East. However, two signals stand out: ➡️ Negative funding rates on Bitcoin perpetual futures have reached their lowest levels in nearly five weeks — a condition that has historically preceded stronger forward returns. ➡️ Whale accumulation has been consistently observed during price dips, particularly in the low $60,000 range. Together, these indicators suggest that while macro shocks can drive short-term volatility, institutional positioning and on-chain behaviour are pointing toward potential upside momentum in BTC. Read more about this through the link here: eu1.hubs.ly/H0szmL_0 #AMINABank #Bitcoin #IranUSWar #Crypto #DigitalAssets #Macro #InstitutionalCrypto

The private credit market is cracking and BlackRock's $26B private credit fund is the latest to limit withdrawals last week. Andreja Cobeljic, AMINA’s Head of Derivatives Trading, commented on the growing stress in private credit markets — a sector that has expanded rapidly over the past decade — to Krisztian Sandor at @CoinDesk. With nearly $300B in U.S. bank lending to private credit providers and another $285 billion to private equity funds, pressure on private credit vehicles, particularly if redemption limits trigger forced unwinds, could create ripple effects across multiple asset classes, including crypto. As Andreja notes, “In isolation this would be manageable. But emerging in the middle of a broader global deleveraging event, alongside an energy shock and collapsing rate-cut expectations, it is a different conversation.” For risk assets like crypto, the current pricing does not reflect a potentially disorderly unwind that would represent a significant second-order shock. ➡️ Read the full coverage in CoinDesk: eu1.hubs.ly/H0ss16D0 #AMINABank #CryptoMarkets #PrivateCredit #DigitalAssets #Macro #InstitutionalCrypto

⛓️💰The tokenised gold market continues to heat up! Mike Foy, CFO of AMINA Bank, shared his perspective on the RWA's surge in demand with @aileenchuang for the @SCMPNews — particularly as record gold prices, portfolio diversification needs, and the rise of stablecoins reshape how capital moves. As market volatility persists and geopolitical uncertainty deepens, gold –– moreover, tokenised gold — has become a lucrative investment choice for many investors. Tokenised gold is addressing longstanding frictions around access, custody, transfer, and trading, while offering enhanced transparency through blockchain infrastructure. Over the past six months, AMINA’s gold token has seen record subscriptions, reflecting this growing appetite. Mike noted that in Hong Kong, the broader regulatory push around stablecoins and digital assets signals continued ecosystem development. However, as the market evolves, the success of tokenised gold, particularly in DeFi contexts, will depend on one core principle: transparent proof of reserves and robust investor protections. Read more about Mike's perspective on tokenised gold here: eu1.hubs.ly/H0s0n430 #AMINABank #TokenisedGold #DigitalAssets #Blockchain #Gold #InstitutionalInvesting #SCMP #HongKong

🇭🇰 As we wind down another exhilarating Consensus week, it is clear that the momentum across digital assets continues to accelerate 🏎️ From hosting our own AMINA Unites gathering, to taking the stage across multiple panels and side events, to forging new partnerships and deepening existing relationships, this year’s Consensus event was defined by meaningful conversations and tangible progress. If there was one theme that consistently took centre stage, it was stablecoins. The dialogue is now decisively about infrastructure, interoperability, and real-world institutional use cases. The level of engagement — from regulators to banks to asset managers — signals that the market is entering its next phase of maturity. For us, our focus remains on how we continue to support our clients with secure, compliant, and scalable solutions as this momentum builds. Thank you to everyone we connected with throughout the week. We’re already looking forward to returning next year. #Consensus2026 #AMINABank #DigitalAssets #Stablecoins #InstitutionalCrypto #Tokenisation #Crypto #DigitalAssets Finance

Consensus week is officially here 🇭🇰 and we’re kicking off one of the most exciting weeks in Hong Kong with an over-subscribed edition of our AMINA Unites event. ✨ In partnership with @Solana_Company, and @SummerCapital_, this special gathering brings together leaders from institutional investing, private wealth, crypto and Web3 for an intimate evening of cocktails and meaningful conversations. And with the Chinese New Year just around the corner, it’s a timely moment to come together and celebrate new beginnings. We look forward to welcoming our guests tonight at AMINA Unites - HK Edition 💪 #AMINAUnites #ConsensusHongKong #InstitutionalCrypto #DigitalAssets #Web3 #PrivateWealth #HongKong #Events #CryptoNetworking