According to @KobeissiLetter, net VIX futures positioning among asset managers declined to negative 36.6 million US dollars, the lowest since August 2024 [source: The Kobeissi Letter, Jan 15, 2026 tweet]. Excluding July and August 2024, this is the lowest reading in at least nine years, indicating an extreme positioning against volatility by institutional investors per the source [source: The Kobeissi Letter, Jan 15, 2026 tweet]. The source frames this as institutions betting against market volatility, a signal traders can track when calibrating risk exposure across assets [source: The Kobeissi Letter, Jan 15, 2026 tweet]. The post provides no crypto-specific metrics, but the cross-asset volatility context is relevant for cryptocurrency market monitoring and positioning decisions [source: The Kobeissi Letter, Jan 15, 2026 tweet].

According to Eric Balchunas, only 50% of 2025 ETF net inflows went into funds charging 10 bps or less, the lowest share in years, source: Eric Balchunas Jan 7 2026. He said this is not due to investors leaving ultra cheap funds, since the 50% slice still totaled about 750 billion dollars of flows, source: Eric Balchunas Jan 7 2026. He attributed the shift to an expanding ETF universe that includes legacy active strategies, buffer ETFs, hot sauce products, and BYOA, source: Eric Balchunas Jan 7 2026. He added that this is welcome news for asset managers after a period when cheap beta seemed poised to take everything, source: Eric Balchunas Jan 7 2026.

According to @mikelaujr, Consensus is partnering with SALT Conference to co-host the Consensus x SALT Hong Kong Institutional Summit 2026, an invite-only crypto summit for top institutional investors and asset managers scheduled during #ConsensusHK 2026, source: @mikelaujr on X (Nov 12, 2025): https://x.com/mikelaujr/status/1988424682392137940. The announcement also names Anthony Scaramucci and John Darsie as collaborators on the event, source: @mikelaujr on X (Nov 12, 2025): https://x.com/mikelaujr/status/1988424682392137940.

According to Milk Road (@MilkRoadDaily), tokenization is delivering concrete cost savings of up to 90% for asset managers and has the potential to unlock $22 trillion worth of alternative assets, including private equity and hedge funds. This shift is making these assets more accessible and liquid, enabling their use as collateral and broadening the trading landscape for institutional and retail investors (source: Milk Road, April 28, 2025). Traders should monitor the adoption of tokenization technology as it could significantly increase market liquidity and open up new collateral options for leveraged trading.

According to André Dragosch, Bitcoin has become the 5th largest single asset in the world, making it increasingly difficult for asset managers to overlook its significance in investment portfolios. This ranking emphasizes Bitcoin’s growing influence in global financial markets and suggests potential for increased institutional adoption. As Bitcoin solidifies its position, traders should note its potential impact on market dynamics and portfolio diversification strategies. [Source: @Andre_Dragosch]