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摩根大通 Q2 披露增持比特币与以太坊 ETF,重返 XRP 并新建 Solana 仓位

火星财经消息,据 Coinpedia 报道,资产管理规模约 5.1 万亿美元的摩根大通向美国 SEC 提交的二季度 13F 文件显示,其加密相关 ETF 持仓显著调整。比特币方面,该行合计持有约 1040 万股贝莱德 IBIT,截至 6 月 30 日价值约 3.557 亿美元,高于一季度约 830 万股、近 1.62 亿美元;IBIT 看涨期权增至约 394 万份,看跌期权由约 475 万份降至约 350 万份。以太坊方面,摩根大通持有近 117 万股贝莱德 ETHA,价值约 1430 万美元,较上一季度大增 338%,但比特币仓位价值仍超过 ETHA 二十倍以上。XRP 方面,该行在一季度相关仓位归零后重新建仓,持有 Bitwise XRP ETF 与 Grayscale XRP Trust ETF 小额份额,并持有与瑞波支持交易相关的 Armada Acquisition Corp II 约 1.99 万股、价值约 20.7 万美元。此外,文件还显示摩根大通新建 Bitwise Solana Staking ETF 仓位,约 4.75 万股。文章并提及美国现货比特币 ETF 近期出现净流出,下一份覆盖三季度的 13F 预计于 11 月披露。
Disclaimer: The views above are the author's only and do not represent 711BTC. Nothing here constitutes investment advice.

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07-08 16:48

XRP Ledger v3.2.0 launched: Node upgrade rate only 43%, and voting on the accompanying security amendment is lagging.

PANews reported on July 8th that, according to CoinDesk, the new version of XRP Ledger server software, v3.2.0, has been launched, aiming to reduce operating costs, improve stability, and enhance its appeal to institutional users. Currently, of the approximately 833 active nodes, 43% are running the new version, while 51% are still using the older v3.1.3. However, about 89% of the 35 validators with default UNL have upgraded, reaching the 80% threshold required for activation. The accompanying security amendment, fixCleanup3_2_0, is still under separate voting. It covers fixes and improvements to single-asset vaults, permissioned DEXs, multi-purpose tokens, and lending protocols, and its current support rate is far lower than the software adoption rate. Ripple has voted in favor of the amendment, and validators who do not upgrade before the amendment's activation may face the risk of having their Ledger connection severed.

07-08 11:48

Former Twitter CISO Michael Coates appointed Chief Information Security Officer of the Solana Foundation

According to Foresight News , security expert Michael Coates announced on the X platform that he has been appointed Chief Information Security Officer (CISO) of the Solana Foundation, marking a new chapter in his career. Coates previously served as Head of Security at Mozilla, CISO at Twitter, and founded Altitude Networks, a startup focused on enterprise SaaS data security, which was later acquired by CoinList, thus entering the crypto industry. Coates stated that he chose to join Solana because the chain currently handles tens of billions of dollars in daily stablecoin transactions, exceeding the combined daily trading volume of most cryptocurrencies. He mentioned that future work will focus on integrating security capabilities into the foundation of industry operations and application security, addressing the unique security challenges of cryptocurrencies, and collaborating with policymakers and standards bodies to promote improvements in cybersecurity regulation.

07-03 21:55

Data: BlackRock ETF addresses have recorded net outflows of Bitcoin for 10 consecutive trading days, totaling approximately $2.24 billion.

According to ChainCatcher, Lookonchain monitoring shows that BlackRock ETF addresses have recorded net outflows of Bitcoin for 10 consecutive trading days, totaling 35,980 BTC (approximately $2.24 billion).

07-02 23:25

US SEC official: Admits regulatory failures in crypto ETFs, will establish a more orderly approval mechanism.

PANews reported on July 2nd that Brian Daly, head of the SEC's Investment Management Division, stated on the program "Trillions" that the SEC acknowledges its past "poor handling" of cryptocurrency ETF approvals, which damaged industry trust. The SEC is currently pushing for a more orderly, asset-neutral approval process to handle approximately 200 ETF applications per month, including innovative products such as prediction markets. Daly emphasized that the SEC supports financial innovation while protecting investors and is considering introducing a confidential reporting mechanism to prevent the rapid replication of product ideas.

07-02 22:49

Securitize listed on the NYSE and simultaneously issued tokenized shares on Avalanche and Solana.

According to Foresight News , Securitize, a digital asset tokenization platform, has officially listed on the New York Stock Exchange (NYSE) under the ticker symbol "SECZ." The company's primary business is providing tokenization infrastructure services to the capital markets, supporting the tokenization, issuance, and trading of various real-world assets. When Securitize announced its IPO, it put its own stock on the blockchain. The tokenized SECZ will first be launched on Avalanche and Solana, and will be open to qualified investors in the United States through Securitize's regulated platform. Investors need to complete registration, KYC/AML verification, and meet the requirements of their jurisdiction and applicable securities laws.

07-06 11:33Important

Ethereum spot ETFs saw a net outflow of $13.67 million this week, marking the eighth consecutive week of net outflows.

PANews reported on July 6th that, according to SoSoValue data, Ethereum spot ETFs saw a net outflow of $13.67 million this week (June 29th to July 3rd, Eastern Time). The Ethereum spot ETF with the largest net outflow this week was BlackRock ETF ETHB, with a weekly net outflow of $39.216 million. ETHB's historical total net inflow has reached $519 million. This was followed by Grayscale Ethereum Mini Trust ETH, with a weekly net outflow of $24.1797 million. ETH's historical total net inflow has reached $1.81 billion.