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Intesa Sanpaolo cut its IBIT position 94% last quarter — and quietly added puts
Intesa Sanpaolo's second-quarter filing shows a 94% cut to its IBIT position, calls swapped for puts on 500,000 shares, and a tripled staked-ether ETF stake.
Miners' AI trade rallies on a forced seller: inside the Situational Awareness liquidation
Shares in six bitcoin miners turned AI data-center operators jumped as much as 27% on July 30 after reports that Leopold Aschenbrenner's Situational Awareness was forced to dump its stock book to meet margin calls.