Last Week
👇1-14)13F filing shows that Hedge Funds cut their Bitcoin Spot ETF stakes from Q1 to Q2 while long-only investors bought. Millennium, the Largest Hedge Fund, cut its exposure from $2bn to $1.1bn. RIAs such as Goldman Sachs ($418m) and Morgan Stanley ($187m) also disclosed exposure.
👇2-14)13 filings: Many government/pension fund-related funds disclosed MicroStrategy holdings (Norges Bank, Swiss National Bank, Mitsui Sumitomo, National Pension Service of Korea, Fred Alger, Florida Retirement).
👇3-14)US CPI dropped to 2.9% while Jobless Claims came in lower, providing better macro data for risk assets.
👇4-14)Marathon Digital raised $250m (upsized to $300m) to purchase more BTC (2031 convertible note, 2.13% yield).
👇5-14)Celsius sues Tether, demanding $2.4bn worth of BTC .
👇6-14)US government transfers 10k BTC to Coinbase.
👇7-14)EigenLayer TVL reaches $12.9bn (+11% WoW)
👇8-14)BTC mining less profitable in July than in June
👇9-14)Circle says tap-to-pay on iPhone using USDC coming soon
👇10-14)Jump sold another $46m of stakes ETH
👇11-14)Coinbase launches wrapped BTC competitor
This Week
👇12-14)US Democratic National Convention (Aug 17-22)
👇13-14)Unlock Tuesday (Aug 20) AVAX $195m
👇14-14)Fed Chair Powell Jackson Hole Speech at 10:00 ET (15:00 GMT on Friday, Aug 23 – likely about positive eco growth; OMC minutes (Aug 21, Wednesday)

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