🦈 Jane Street acabou de revelar US$ 1,06 bilhão em ETFs de Bitcoin no segundo trimestre de 2026. 83% da posição concentrados no IBIT da BlackRock. Equivale a 15.394 BTC. Aumento de US$ 630 milhões sobre o trimestre anterior, quando a firma havia cortado 71% da exposição. O que muda: quando gigante do trading quantitativo dobra a aposta depois de cortar, o movimento não é especulação. É ajuste d
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Every time someone proposes a way to skip security steps, a VC gets his wings. FCR is just a way to make L2s look more liquid by lying to the user about when their assets are actually safe. It’s efficient until it is not. Then, it is just a bunch of people pointing fingers while the money evaporates into a reorg. That truck outside has been idling for an hour. If the network is stressed, do we hon
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