BIT Capital Quarterly Report Equity Q3 2025

After a first half-year marked by changing market phases, the third quarter of 2025 proved significantly more stable – with increasing steadiness and constructive sentiment in capital markets. The Federal Reserve's rate cut, solid corporate earnings, and progress on key technological themes provided tailwinds. The technology sector continued its dominant role – driven above all by sustained revenue and margin growth from the broad adoption of artificial intelligence.

The Quarterly Report Equity discusses how the AI economy is increasingly moving from the efficiency phase into the growth phase, which companies benefit particularly from this dynamic, and how we position our funds amid geopolitical uncertainty and technological momentum.

Note: The full quarterly report is available in German only.