Arthur Hayes：本季度最核心的交易策略是做多MSTR和Metaplanet

Global M2 exploding – Bitcoin ready to absorb!

One of the most important macro trends right now is the steady expansion of global liquidity. Recent data shows that worldwide M2 money supply has surpassed $100 trillion, with central banks continuing to inject capital into their economies. Year-over-year growth remains strong, signaling ongoing mo

简街有没有「操纵」BTC？拆解 AP 制度，读懂 ETF 申赎机制背后的定价权博弈

撰文：Eddie Xin，OSL 集团首席分析师 「他们之前一直都在玩弄我们（They were fcking us the whole time）」。 这句在诉讼后流传于 Reddit 与 CT（Crypto Twitter）的粗口，伴随着超 2400 亿美元清算规模的史诗级空头挤压，将市场的怒火指向了同一个目标：简街资本（Jane Street Capital）。 10 AM，这个过去数月亚洲市场的流动性冰点，随着美国司法部的诉状，终于揭开了冰山一角，一切源于成立于 2000 年的华尔街顶级做市商简街资本（Jane Street Capital），其被指控通过定向在市场中通过

Trump Media Reports 2000 BTC Pledged, Bitcoin Holdings Fall in 10K Annual Filing

_Trump Media reports 2,000 BTC pledged as collateral in 10-K, reducing reported Bitcoin holdings from 11,542 to 9,542 BTC._ Trump Media & Technology Group has reported a reduction in its Bitcoin holdings in its latest annual filing. The company disclosed in its Form 10-K that its Bitcoin