“This is the grandest bubble since the Dutch tulip mania,” he declared, sipping coffee like it might fortify his soul against the coming storm. “Inflation has returned, and the printing presses are out of ink. The free lunch is over. Or rather, it’s been replaced by a menu of despair.”
This stake, 1.8% of Sterling’s $166.48 million in reportable U.S. equity assets, was no accident. It was a deliberate act of faith in a company that has weathered decades of storms, its roots deep in the soil of convenience and thirst. PepsiCo, with its $92.37 billion in trailing revenue and a dividend yield of 3.62%, is not a sapling but an oak-broad-leafed, gnarled, and stubborn. Its branches stretch across snacks, beverages, and the quiet desperation of consumers who crave something sweet to forget the day.
With this elegant maneuver, Muzinich’s affection for Hercules now represents 7.25% of its reportable assets. One imagines a boardroom toast where someone mutters, “To diversification!” and the others pretend to understand what that means.
Per the SEC’s October 27, 2025, ledger, RWC, that perennial gambler with numbers, added 2.7 million Nio shares to its trove, a transaction valued at $14.55 million, a sum as fleeting as a summer’s dusk. The position, now a bloc of 2,733,551 shares, glints with a $20.83 million sheen as of September 30, 2025-a testament to the fund’s penchant for speculative alchemy.
According to the oh-so-reliable Echo Sonar platform (sounds fancy, doesn’t it?), the bids came in so fast that the token hit its ceiling price of $0.0999 before you could blink. That’s a fully diluted valuation of $999 million. Yep, you read that right. Close your jaw. It’s probably broken by now.
In the grand theater of Bitcoin, recovery stumbles at $118,000 like an old uncle at a wedding, yet if bulls prevail, they might poke at the dusty all-time high of $126,199. 🙄
So, what’s in the treasure chest? A tidy 3,313,069 ETH, 192 bitcoin (BTC), an $88 million stake in Eightco Holdings, and $305 million in cash just sitting there doing nothing. Can someone say “slush fund”? 🤑 According to their Chairman, Tom Lee, their crypto hoard represents around 2.8% of the total ethereum supply. Apparently, they’re halfway to the “alchemy of 5%” – sounds like some wizardry, doesn’t it? 🧙♂️
Bitcoin is back above $115K, and retail traders are roaring back to life
With Bitcoin’s price aloft, the market doth don a bullish visage, and the traders, those merry rogues, rejoice! 🦬 The recent ascent hath breathed life into the coffers of many a holder, their coins now bathed in the golden light of profitability. Darkfost, that sage of CryptoQuant, doth proclaim that the percentage of Bitcoin’s supply in profit riseth once more, a harbinger of renewed market merriment. 🎭
The filing, dated October 21, 2025, revealed the full liquidation of Clio’s stake in Builders FirstSource. The price, averaged over the quarter, bore the weight of a market weary of cyclical industries. Yet one might ask: Was this a prudent retreat or a premature surrender to the siren song of fear?
