13F filings are delayed by one quarter; now it seems it might be a different story altogether.

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Macquarie: Reduces holdings in Bitcoin ETF, bets on stablecoin leader Circle
Macquarie Group's latest 13F shows IBIT decreased to 4.14M shares, down 19.3% from the previous period, with a valuation of $159 million; ETHA decreased to 3.29M shares, down 9.5%, with a valuation of $52.1 million. In the crypto stocks sector, Coinbase holdings were reduced by 19%, Circle increased holdings by 188% and established BitMine, valued at $2.33M and $4.15M respectively. Overall, AI stocks are cautious, with declines in Nvidia, Palantir, AMD, and a slight increase in Micron Technology.
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