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SandwichBlockSam

2026-05-21 06:38:02

NVIDIA has already reduced, is this wave of AI narrative about to take a break?

NVDA-0.61%

View Original

MarsBitNews2026-05-21 06:26:12

Macquarie: Reduces Bitcoin ETF holdings, bets on stablecoin leader Circle

Macquarie's May 13F disclosure shows: IBIT decreased from 5.13M to 4.14M shares, with assets of approximately $159 million; ETHA decreased to 3.29M shares, with assets of about $52.1 million. In the crypto stocks sector, Coinbase reduced holdings by 19%, Circle increased holdings by 188% and added BitMine (worth about $4.15 million). In the AI field, they are cautious, with NVIDIA, Palantir, and AMD declining, while Micron slightly increased holdings.

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