Arkham
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Arkham· 2025-10-08 20:14
1 - BlackRock’s brand image and reputation attracts flows for Bitcoin, which has accelerated their IBIT ETF to almost $100B AUM.2 - BlackRock’s ETF has a significantly lower management fee than the previous incumbent GBTC (0.25% vs 1.5%), which has led to a slow but steady arbitrage of assets flowing out of GBTC and into IBIT.3 - It is possible that BlackRock also reports its ETF flows on a T+1 basis relative to other ETFs. For example, if there are large flows for Monday, but limited/negative flows on Tues ...
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Arkham· 2025-10-08 18:36
Financial Restructuring - NAKA 在 5 个月内进行了 3 次再融资 [1] - 5 月份，Yorkville 提供了 2.03 亿美元的可转换债券融资 [1] - 9 月 30 日，NAKA 使用 Two Prime 贷款（利率 8.5%，为期 1 年）偿还了 Yorkville 的债务 [1] - 10 月 6 日，NAKA 在 6 天后通过 Antalpha 进行了再融资（利率 7%，期限 30-60 天） [1] - NAKA 目前正试图与 Antalpha 达成 2.5 亿美元的可转换票据协议 [1]
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Arkham· 2025-10-08 18:15
THIS TRADER JUST TURNED $2.4K INTO $243K ON 客服小何This wallet bought 3.1% of the supply of 客服小何 (Customer Service Miss He) for 1.9 BNB yesterday.They sent 1.6% of the supply to CZ’s address yesterday and just sold the other half of their holdings for $243K. They were up over $2.6 MILLION at the peak! ...