麦格理：减持比特币ETF，押注稳定币龙头Circle
BlockBeats 消息，5 月 21 日，据澳大利亚金融服务公司麦格理集团（Macquarie Group Ltd）在 5 月中旬提交的 13F 文件显示，对比截至 2025 年 12 月 31 日与 2026 年 3 月 31 日两期 13F，其 IBIT 持仓从 512.6 万股降至 413.9 万股，减少约 19.3%，对应资产价值从约 2.55 亿美元降至 1.59 亿美元；ETHA 持仓也从从 363.4 万股降至 328.9 万股，减少约 9.5%，对应资产价值从约 8150 万美元降至 5210 万美元。
同时在加密股票端，麦格理集团在 Coinbase 上削减 19% 仓位，但是在 Circle 上增持 188%（截至第一季度末价值 232.6 万美元），还新增了 BitMine 仓位（截至第一季度末价值 415.3 万美元）。相比之下其在 AI 赛道同样没有表现出激进加仓，而是整体偏谨慎，英伟达、Palantir、AMD 等仓位均明显下降，仅有美光科技等少数半导体标的小幅增持。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Odaily•43m agoTrump: Will meet with negotiators to discuss Iran's latest proposal
Blockbeats•56m agoBitcoin ETFs trampled by funds: $1.26 billion withdrawn in a single week, Ethereum ETFs lose blood for 10 consecutive days
Odaily•1h agoThe TON bridge-v3 cross-chain bridge will be permanently closed on September 1, and users must complete asset recovery in advance
Blockbeats•1h agoThe United States and Iran are close to reaching an agreement to extend the ceasefire by 60 days
Odaily•1h agoAnalyst: HYPE and AI tokens may lead the next altcoin rally, and market risk appetite is returning
Blockbeats•3h agoIran proposed opening Hormuz in exchange for U.S. compensation and called for discussions on sanctions and funding freezes
Odaily•3h agoThe U.S. CLARITY Act may spur a new "revenue as a service" track, promoting AI-driven compliance revenue infrastructure development
Blockbeats•3h agoUS Media: Trump Willing to Give US-Iran Negotiations 'More Time'
Blockbeats•4h agoAnalysis: In the previous two bear markets, the BTC loss at the bottom was 10.6 million coins, corresponding to a price of $60,000 in this round
Blockbeats•5h agoAn Ethereum OG address bought 3,942 ETH on dips today, at an average price of $2,049