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
Blockbeats•2h agoAnalysis: $1.26 billion Bitcoin ETF outflow may become a 'reverse buying signal'
ChainCatcher•2h agoAbout 1,400 electricity theft Bitcoin mining machines were seized in São Paulo state, Brazil
ChainCatcher•3h agoData: Morgan Stanley increased its holdings by another 14 Bitcoins, bringing total holdings to 3,486
Blockbeats•4h agoThe US FDIC has proposed implementing the Bank Secrecy Act and sanctions compliance requirements for stablecoin issuers
Blockbeats•4h agoGarrett Jin short over 57,000 ZEC on 3x terms, with a 5x BTC long position showing a floating loss of $920,000
Blockbeats•4h agoMichael Saylor: Strategy does not rule out selling some Bitcoin in 2026
Blockbeats•5h agoa16z: The tokenized commodity market is almost entirely dominated by gold, with a scale of $5 billion
币界网•5h agoIran closed its western airspace
币界网•5h agoa16z: The tokenized commodity market accounts for about $5 billion in gold
币界网•5h agoGrayscale Research: Improved regulatory transparency will drive blockchain adoption explosions