tl;dr

In an analysis of the cryptocurrency market, J.P. Morgan's Positioning Intelligence report suggests that the recent rally in bitcoin may spell trouble for hedge fund short positions. Bitcoin has shown strong growth, rising by 159.83% year to date and 24.02% in the last month. According to J.P....

In an analysis of the cryptocurrency market, J.P. Morgan's Positioning Intelligence report suggests that the recent rally in bitcoin may spell trouble for hedge fund short positions.


Bitcoin has shown strong growth, rising by 159.83% year to date and 24.02% in the last month. According to J.P. Morgan analysts, the performance of hedge fund shorts is indirectly linked to the price of bitcoin, and the recent increase in securities shorted by hedge funds has been surpassed by the gains in Bitcoin's price.


The report cautions that the rally in Bitcoin could lead to more downside for hedge fund shorts, as previous instances of hedge fund shorts jumping when Bitcoin was down or flat have indicated that shorts are "topping out" and may be followed by significant hedge fund de-grossing. However, the report highlights the potential for further upside in the market, especially in riskier segments, if macro data remains positive, despite the risks associated with poor macro data or a reversal in retail flows.


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 22 Nov 24
 22 Nov 24
 22 Nov 24