159 million → 52.1 million, the ratio difference between BTC and ETH is threefold

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.