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 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。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Blockbeats•1s agoAnalyst: On-chain data shows that this cycle has extremely abnormal characteristics of "large investors", and whale costs are concentrated in the range of $8-85,000
Blockbeats•1s agoBitunix Analyst: Yields and geopolitical trading have become market focal points, and global assets are simultaneously entering a phase of decoupling
Blockbeats•1s agoWintermute: Macro narrative shifts toward rate hike expectations, highlighting leverage vulnerabilities in the crypto market
Blockbeats•8s agoAnalysis: On-chain data shows that during BTC's consecutive declines, large funds have not yet fled, with support around $76,000
Blockbeats•11m agoBitGo Holdings increased holdings by 776 BTC in Q1, bringing its total holdings to 2,449 BTC
ChainCatcher•21m agoTwo Hyperliquid spot ETFs saw net inflows of over $22 million in their first week
ChainCatcher•24m agoData: Crypto ETFs saw $1.1 billion in outflows in a single week, marking the third largest outflow in 2026
Blockbeats•41m agoArk Invest bought about $4.4 million of Bullish stock on dips, following a five-day losing streak
ChainCatcher•1h agoRiver holds 437 BTC, making it the 9th largest holder of private BTC treasury
币界网•1h agoOn-chain data suggests that Bitcoin's worst correction phase may be over