Billion-Dollar Hedge Fund yog thawj koom ruam tawm tsam USDT, Bitcoin thiab Greyscale

Grayscale niam txiv kev lag luam Digital txiaj Group, Bitcoin Trust (GBTC), thiab lwm tus neeg muaj feem cuam tshuam txuas ntxiv mus rau nws. Tsis tas li ntawd, ob tug tshiab players, Valkyrie Kev nqis peev thiab Tsob Ntoo Fir, tau nkag mus rau "Shakespearean ua yeeb yam," raws li Ram Ahluwalia, CEO thiab co-founder ntawm cryptocurrency-native peev advisor Lumida, sau tseg nyob rau hauv ib tug tsis ntev los no xov.

Tshwj xeeb yog qhov thib ob qhov kev mob siab rau kev sib cav. Nrog ib ncig ntawm $ 3 nphom hauv cov cuab tam raws li kev tswj hwm (AUM) thiab ntau txhiab tus tuav, Fir Tsob Ntoo yog ib qho nyiaj tiv thaiv. Raws li SEC 13F cov ntaub ntawv, Fir Tree muaj ntau lwm yam kev nyab xeeb, suav nrog Thawj Citizen's Bank, KKR, thiab Comcast. Lawv kuj muaj kev nqis peev tseem ceeb hauv luam yeeb thiab roj.

Yog li ntawd, Ahluwalia cov lus nug yog vim li cas Fir Tsob Ntoo, tus nqi nqis peev, muaj feem cuam tshuam hauv GBTC thiab foob Greyscale thawj lub lim tiam ntawm Lub Kaum Ob Hlis txij li cov nyiaj hedge tsuas yog tus tswv me me ntawm GBTC.

Txhawm rau yuam cov kev hloov pauv rau txoj kev lag luam khiav nws cov txiaj ntsig Bitcoin Trust, Fir Tree Capital Management tau foob rooj plaub.

Qhov kev tsis txaus siab xav tau qhov ntawd Grayscale txo nws cov nqi, pib kev txhiv dim, thiab ua kom muaj cov ntaub ntawv hais txog nws txoj kev lag luam nrog Digital txiaj Group. Tsis tas li ntawd, Fir Tree kuj tseem tsom mus rau thwart Greyscale qhov kev sim tig nws Grayscale Bitcoin Trust (GBTC) rau hauv ib qho chaw ETF (ETF).

Ib qho luv luv ntawm Tether, Bitcoin, thiab Crypto?

Ahluwalia kwv yees tias qhov kev foob qhov kev sib cav tsis raug cuam tshuam rau cov tog neeg qhov kev xav tiag tiag. Cov "cov tub ua lag luam kawg," uas suav nrog "cov kws qhia ntawv, cov neeg tua hluav taws, tub ceev xwm, thiab lwm cov neeg ua haujlwm pej xeem," raws li Fir Tree, yog qhov tsav GBTC.

"Qhov no yog ib feem ntawm cov dab neeg dav dua ... Ceev faj," qhia Ahluwalia, ntxiv tias "Fir Tsob Ntoo yog thawb rau txhua qhov muag muag nws tuaj yeem pom thaum nce nws thawj koom ruam tawm tsam cryptocurrency ecosystem (USDT, Bitcoin, thiab lwm yam). "

Tus Chartered Financial Analyst (CFA) tau hais txog qhov no hauv qhov pom ntawm Bloomberg qhov kev tshaj tawm tias Fir Tree muaj txoj haujlwm luv luv ntawm Khi (USDT) Thaum Lub Peb Hlis 2022. Txog Lub Peb Hlis 2023, Fir Tree cia siab tias USD / USDT peg yuav tawg, ib feem vim yog "lub txhab nyiaj khiav."

Qhov kev txiav txim siab raug cai rau kev lag luam yog tias "ntau" ntawm daim ntawv ua lag luam txhawb nqa lub token yog khi rau cov neeg tsim khoom hauv Suav teb, qee qhov muaj teeb meem nyiaj txiag. Raws li qhov tshwm sim, txoj haujlwm tau raug teeb tsa raws li "kev lag luam asymmetric," txhais tau hais tias qhov kev pheej hmoo poob qis qis thiab muaj peev xwm nqi zog siab.

Tsis tas li ntawd, raws li tus kws tshuaj ntsuam xyuas, Fir Tree tau taw qhia peb "softpoints" ntawm Bitcoin thiab cryptocurrency lag luam uas nws tuaj yeem co: Greyscale, USDT daim ntawv cog lus, thiab Binance. Txawm li cas los xij, Ahluwalia thov tias Fir Tsob Ntoo tsis muaj zog los cuam tshuam kev sib pauv. Hmoov zoo, kuv tsis pom txoj kev siv tau rau Grayscale Trust unwinding, tus kws tshuaj ntsuam sau rau GBTC. Lub Trust yog ib tug nyuj nyiaj ntsuab thiab tuaj yeem tau txais kev ntsuam xyuas tus kheej raws li cov nyiaj tau los ntawm tus thib peb. Fir Tsob Ntoo yog tso siab rau cov quav cov ceg slack.

Nrog rau qhov kev foob, Fir Tree tej zaum yuav sim txo qis qhov zoo li DCG yuav nce nyiaj sab nraud thaum nws tus kheej wager tseem muaj nyob ib ncig ntawm peb lub hlis mus. Seb lub hedge fund tseem luv Bitcoin los yog muaj OTM tso rau BTC zoo li tsis meej los ntawm 13F cov ntaub ntawv.

Kuv tus yeeb ncuab tus yeeb ncuab yog kuv tus phooj ywg

Txawm tias muaj "heroic" kev xav, Valkyrie lub tswv yim los tswj GBTC thiab tus nqi qis dua los ntawm 2% mus rau 75 cov ntsiab lus hauv paus tsis ua rau qhov teeb meem yooj yim dua. Valkyrie kuj yuav ntiav Reg M. Ob leeg yuav txo tus nqi ntawm Greyscale.

"Nyob rau hauv kuv txoj kev xav, Fir Tsob Ntoo tab tom nrhiav kom txo qis qhov tshwm sim ntawm VC puag ncig thiab thawb DCG mus rau brink. […] Coj txawv txawv bedfellows yog Fir Ntoo thiab Valkyrie. Fir Tree tab tom noj ib sab ntawm Tether. Rau cov tswv ntawm Bitcoin / GBTC, Valkyrie yog positioned raws li tus hero. Ahluwalia hu qhov no "Kuv tus yeeb ncuab tus yeeb ncuab yog kuv tus phooj ywg" dynamic.

Qhov teeb meem tsis daws teeb meem nyob ib puag ncig DCG thiab Greyscale yog li txuas ntxiv yog ib qho kev hem thawj loj rau kev ua lag luam crypto-intrinsic tsis txaus siab rau Bitcoin tub ua lag luam.

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