Hedgit

Excited to announce that Hedgit strategies are now integrating with @binance Wealth- an enterprise-grade platform purpose-built for wealth managers and investment advisers aiming to offer their clients access to digital assets. @BinanceVIP hedgit.io/blogs/7d9bb3e2…

@HedgieMarkets 🤝

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

$500M per month. That’s what @tether now earns from US Treasury yields. Ten years ago, story of stablecoin would’ve been treated as a digital meme but today they are competing with nation states. Read more hedgit.io/blogs/7d9bb3e2…

@jpmorgan executed the first U.S. commercial paper issuance on a public blockchain, structuring a $50M deal for @galaxyhq on @solana Asset and cash legs settled on-chain in USDC with participation from @coinbase and @FTI_Global

The Institutional Edge 7th Edition : 🔹 SWIFT pilot (30+ banks) 🔹 IMF CBDC framework 🔹 Visa USDC settlement 🔹 SocGen launches digital bond 🔹 Fed Decision Today: 25 bps cut expected 🔹 Strong XRP & Solana ETF inflows tinyurl.com/56xpffzy

Proud to have our CIO @TusharSharmaX represent @Hedgitmarkets at the 'Dubai Traders’ Breakfast Forum' sharing insights on volatility, tokenisation and digital asset markets alongside an esteemed panel from @MarexGlobal , @GulfMercantile and @ISPGroupAG .

The broader crypto market has corrected from 4.2T to 3T since October. Easing macro conditions may offer temporary relief, but continued OG selling, ETF outflows, DAT unwinds, and declining fund AUM could still push the market deeper into bearish territory.

On the Yaxxvani Podcast, @TusharSharmaX , CIO of @Hedgitmarkets , shares insights on risk-first investing, Bitcoin vs Gold and how he predicted the Luna crash & Ethereum as Wall Street’s new operating layer. youtube.com/watch?v=9bGPDc…

Amid October’s flash crash and the largest liquidation cascade in crypto history, institutional momentum remains unshaken. - S&P Dow Jones launches a crypto index - DBS & Goldman trade OTC crypto options - Hong Kong opens shared liquidity for CEXs hedgit.io/newsletter

Leading banks and Wall Street firms are expanding their footprint across trading, custody, and tokenisation: solidifying Digital Asset’s place in global finance. hedgit.io

“The essence of investment management is the management of risks, not the management of returns.” — Benjamin Graham

@LStrijers @DeribitOfficial Yes and Unlike earlier flash crashes, this time infra held, oracles stayed & major protocols auto-balanced without cascading failures. For good leverage got flushed but For those who build around risk management & structural integrity, this isn’t a setback but it’s validation

Painful and swift correction last night. Despite -$670m in liquidations, @DeribitOfficial handled it seamlessly — no hiccups, no downtime. Liquidity across products remained strong, absorbing the moves as intended. Insurance fund was not impacted.

Flash Crash 2025 : Tariff shock • S&P 100 dropped 4.2% • Erased $2T from equity markets • Crypto lost $300B market cap • 1.2M traders liquidated, $20B wiped Through the chaos, @Hedgitmarkets risk systems performed as designed. 🌐To know more: hedgit.io

#Bitcoin lived up to its Uptober seasonality, hitting a new ATH of $126,000. As the U.S. government shutdown revives safe-haven demand, gold too surged near $4,000. What’s next? a consolidation or a further move higher on growing expectations of rate cuts and QE ?

CME to launch always on crypto futures in 2026. Our earlier blog “Perpetual Futures: Reshaping Global Markets” explains: How perpetual futures work: funding rates, no expiry, continuous markets, read more @ hedgit.io/blogs/7d9bb3e2… cointelegraph.com/news/cme-group…

The @SECGov just granted investment advisors clarity: state trusts can now be qualified custodians for crypto assets. A key step towards mainstream adoption of digital assets. : @DecryptMedia decrypt.co/342352/state-t…

The New Layer of Money In 2014, first stablecoin BitUSD launched on BitShares by Daniel Larimer & @IOHK_Charles , Same year in Santa Monica, Brock Pierce’s team unveiled Realcoin on Bitcoin’s Omni Layer soon rebranded as @tether (USDT) Read More @ hedgit.io/blogs/7d9bb3e2…

@InsilicoTrading See You At Token, Silico Fam🤝

We'll be in Singapore for TOKEN2049. You want to max out your flow or are building next level crypto trading software? Let us know.

CFTC launches Tokenized Collateral & Stablecoins Initiative. Congrats to @CFTC and @CarolineDPham for advancing clarity, trust & investor protection in industry. At @Hedgitmarkets , we applaud this milestone toward safe, transparent & scalable markets. cftc.gov/PressRoom/Pres…

@CBOE to launch BTC & ETH Perpetual Futures on November 10. Our earlier blog “Perpetual Futures: Reshaping Global Markets” anticipated this shift. hedgit.io/blogs/7d9bb3e2…

Traditional finance embraces programmable money: @BNYglobal : SEC custody approval @binance : $1.65B stablecoin volume @aave : tokenized bond lending live @PayPal : 100+ crypto tokens, 0.99% fees Read Institutional Edge #5 ↓ hedgit.io linkedin.com/pulse/institut…