陈剑Jason|5月 16, 2026 13:42
Remember the rumors earlier this year about Jane Street being the culprit behind the BTC dump? Well, their latest filing with the SEC shows that they've liquidated 70% of their BTC holdings compared to the previous quarter. Specifically, BlackRock's IBIT dropped from 20.3 million shares to 5.9 million shares, while Fidelity's FBTC decreased from 4.9 million shares to 1.95 million shares. On top of that, they also massively reduced their MicroStrategy stock holdings by 80%. From the perspective of spot positions, it looks like Jane Street is making a big retreat... But hey, if this shady player was really suppressing prices, maybe their exit is actually a good thing.
Original file link here: https://www.sec.gov/Archives/edgar/data/1595888/000159588826000043/xslForm13F_X02/q1_2026-13f.xml
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