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Gemini+17% 创始人 BTC 押注，Coinbase CLARITY 法案卖事实 -7.6%，Mubadala IBIT 增持至 $5.66 亿

ChainCatcher
ChainCatcher

ChainCatcher 消息，据 BBX 数据，上周末 Gemini 和 BlackRock 发布 Q1 数据，核心动态如下：

  • Gemini（NASDAQ: GEMI）： Q1 营收$5,030万（+42%，超预期），EPS -$0.93（优于-$1.03）；$1亿BTC战投（1,258 BTC，$14/股）；信用卡+300%，CFTC DCO牌照；5月15日+17%。

  • Coinbase（NASDAQ: COIN）： 5月15日-7.6%（CLARITY法案卖事实，Polymarket 59%，Warsh Fed不确定性，Form 144）；数据安全成本$180-400M悬空。

  • BlackRock（NYSE: BLK）IBIT： Mubadala Q1 13F（5月16日披露）：IBIT持仓14.7M股$5.66亿（+16%），连续三季逾5亿美元；Al Warda另持$4.08亿，两者峰值合计超$10亿。

BTC-0.08%
09:40 · 18/05/26·8.76K views·
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