--- title: Syz The Moment | Alternatives description: Alternatives | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 2 Oct 2026 - - - #### Anthropic might IPO before Thanksgiving, according to Bloomberg. Source: Yahoo Finance [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Anthropic might IPO before Thanksgiving, according to Bloomberg.](https://blog.syzgroup.com/hubfs/1790889938108.jpg) ![Anthropic might IPO before Thanksgiving, according to Bloomberg.](https://blog.syzgroup.com/hubfs/1790889938108.jpg) 2 Oct 2026 - - - #### Anthropic at $2 trillion: outrageous or a bet on extraordinary growth? Its reportedly leaked IPO prospectus tells two stories. Its reportedly leaked IPO prospectus tells two stories. First, the spending: an $8 billion operating loss in 2025 and more than $500 billion in future commitments, reportedly 80% non-cancelable. Then, the growth: ▪️ 2025 revenue: $4.6 billion ▪️ July 2026 annualized run rate: $65 billion ▪️ 2028 revenue forecast: $200 billion At a $2 trillion valuation, that means: 435x 2025 sales 31x July’s annualized run rate 10x projected 2028 sales But a run rate isn’t annual revenue. And a forecast isn’t a result. Was July repeatable or boosted by unusually large deals? Two customers reportedly generated a quarter of 2025 revenue, without long-term commitments. The valuation looks more digestible with every projection. The challenge is turning those projections into revenue. Source: Dan Runkevicius [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Anthropic at $2 trillion: outrageous or a bet on extraordinary growth? Its reportedly leaked IPO prospectus tells two stories.](https://blog.syzgroup.com/hubfs/1790922385331.jpg) ![Anthropic at $2 trillion: outrageous or a bet on extraordinary growth? Its reportedly leaked IPO prospectus tells two stories.](https://blog.syzgroup.com/hubfs/1790922385331.jpg) 28 Sep 2026 - - - #### ARK Invest is bringing its first fund onchain. The ARK Venture Fund (ARKVX), which invests in companies including OpenAI, Anthropic, Stripe and Databricks, is being tokenized on Ethereum through Securitize. The portfolio strategy stays the same. What changes is the infrastructure, giving eligible investors blockchain-based access to the existing fund. Cathie Wood says tokenization could fundamentally reshape how investors access both private and public markets. Source: Coin Bureau [#Crypto|](https://blog.syzgroup.com/syz-the-moment/tag/crypto) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![ARK Invest is bringing its first fund onchain.](https://blog.syzgroup.com/hubfs/1790531781630.jpg) ![ARK Invest is bringing its first fund onchain.](https://blog.syzgroup.com/hubfs/1790531781630.jpg) 4 Sep 2026 - - - #### Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter They have only returned 50% of investors request Companies capping withdrawals: • Blackstone • Blue Owl Capital • Apollo Management • Ares Management • BlackRock • Starwood Capital Source: Michael Burry Stock Tracker [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter](https://blog.syzgroup.com/hubfs/1788500519964.jpg) ![Breaking: Blackstone just restricted withdrawals from its $77 billion private credit fund for the second consecutive quarter](https://blog.syzgroup.com/hubfs/1788500519964.jpg) 25 Aug 2026 - - - #### The SEC has launched an investigation into the trading of Leopold Aschenbrenner's Situational Awareness fund, per NYT. The SEC sent subpoenas to multiple banks who gave Situational Awareness money to trade with, asking for details about the timing of trades and how Situational Awareness communicated with lenders. Source: Trend Spider [#Food for Thoughts|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![The SEC has launched an investigation into the trading of Leopold Aschenbrenner's Situational Awareness fund, per NYT.](https://blog.syzgroup.com/hubfs/1787604144919.jpg) ![The SEC has launched an investigation into the trading of Leopold Aschenbrenner's Situational Awareness fund, per NYT.](https://blog.syzgroup.com/hubfs/1787604144919.jpg) 12 Aug 2026 - - - #### Wall Street has been buying Leopold Aschenbrenner's book • Nebius $NBIS \*Goldman Sachs disclosed a 10.5% in August • SanDisk $SNDK \*Jane Street disclosed a 5% stake in August • Core Scientific $CORZ \*Citadel disclosed a 6.5% stake in August • CoreWeave $CRWV \*Magnetar holds 14.9%, Goldman holds another 8.1% • Applied Digital $APLD \*Jane Street disclosed a 7.1% stake in May • IREN $IREN \*Bank of America disclosed a 5.8% stake in June His Q2 13F is due in 3 days and his updated holdings will be public Source: Leopold Stock Tracker [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Wall Street has been buying Leopold Aschenbrenner's book](https://blog.syzgroup.com/hubfs/1786486541655.jpg) ![Wall Street has been buying Leopold Aschenbrenner's book](https://blog.syzgroup.com/hubfs/1786486541655.jpg) 5 Aug 2026 - - - #### Prediction markets are bigger than stock trading with some brokerages. Source: Wall Street Mav [#United States|](https://blog.syzgroup.com/syz-the-moment/tag/united-states) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Prediction markets are bigger than stock trading with some brokerages.](https://blog.syzgroup.com/hubfs/1785876320332.jpg) ![Prediction markets are bigger than stock trading with some brokerages.](https://blog.syzgroup.com/hubfs/1785876320332.jpg) 29 Jul 2026 - - - #### Hedge funds face demands to stump up collateral as AI stocks tumble FT Exclusive: Wall Street banks have asked funds heavily concentrated in certain industries to provide additional collateral, highlighting the mounting fears about the scale of losses across several popular strategies Wall Street banks have demanded more collateral from hedge funds in recent weeks as a rout in AI stocks accelerates and triggers heavy losses across several popular strategies. Banks asked funds whose holdings are heavily concentrated in certain industries to provide additional collateral to keep their existing levels of leverage, according to four people familiar with the matter. The collateral demands highlight the mounting fears on Wall Street about the scale and speed of the sell-off in AI stocks over the past fortnight, which has upended a rally in a sector favoured by many funds. Source: Financial Times [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![Hedge funds face demands to stump up collateral as AI stocks tumble](https://blog.syzgroup.com/hubfs/1785304703339.jpg) ![Hedge funds face demands to stump up collateral as AI stocks tumble](https://blog.syzgroup.com/hubfs/1785304703339.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/alternatives/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/14?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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