Arbitrage
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X @BREAD | ∑:
BREAD | ∑:· 2025-09-14 09:54
Market Dynamics - Metaplanet's mNAV premium is created by arbitrage, distinguishing it from other DATs [1] - The stock is expected to compress based on fundamentals after the bill is passed in 2026 [1] - Japan is reducing crypto tax from 55% to 20% [1] - New rules in Japan will treat crypto gains the same as stock gains [1]
X @aixbt
aixbt· 2025-09-07 03:00
layerzero paid $15m net for stargate after accounting for $95m treasury. $15m for $4b monthly bridge volume and 95.7% cross-chain market share. traditional fintech pays 20-50% of annual revenue for acquisitions. this is 0.375% of monthly volume. zro at $1.85 hasn't priced the arbitrage. ...
X @Messari
Messari· 2025-09-05 15:20
"Without buybacks or a major bull market, ETH DATs have no natural catalyst back to NAV." https://t.co/TFyuDTkmTaJake (@immutablejacob):The Arbitrage Trap: Why ETH DATs trade below NAVETH Digital Asset Treasuries (DATs) look like bargains as shares trade at a discount to the $ETH they hold. But the “cheap ETH” view misses the structural risks.Unlike ETFs, DAT shareholders can’t redeem for $ETH. Instead, https://t.co/6SJ13WAKrm ...
有色套利早报-20250904
Yong An Qi Huo· 2025-09-04 07:06
Report Summary 1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Report's Core View - The report presents cross - market, cross - period, spot - futures, and cross - variety arbitrage tracking data for non - ferrous metals including copper, zinc, aluminum, nickel, lead, and tin on September 4, 2025 [1][3][4]. 3. Summary by Related Catalogs Cross - Market Arbitrage Tracking - **Copper**: On September 4, 2025, the domestic spot price was 80,500, the LME price was 9,904, and the ratio was 8.07; the domestic three - month price was 80,060, the LME price was 9,971, and the ratio was 8.05. The equilibrium ratio for spot import was 8.13, with a profit of - 62.04, and the profit for spot export was - 72.03 [1]. - **Zinc**: The domestic spot price was 22,230, the LME price was 2,887, and the ratio was 7.70; the domestic three - month price was 22,285, the LME price was 2,868, and the ratio was 5.89. The equilibrium ratio for spot import was 8.60, with a profit of - 2,592.13 [1]. - **Aluminum**: The domestic spot price was 20,730, the LME price was 2,618, and the ratio was 7.92; the domestic three - month price was 20,700, the LME price was 2,614, and the ratio was 7.94. The equilibrium ratio for spot import was 8.42, with a profit of - 1,307.59 [1]. - **Nickel**: The domestic spot price was 120,450, the LME price was 15,073, and the ratio was 7.99. The equilibrium ratio for spot import was 8.21, with a profit of - 1,650.13 [1]. - **Lead**: The domestic spot price was 16,725, the LME price was 1,950, and the ratio was 8.59; the domestic three - month price was 16,875, the LME price was 1,993, and the ratio was 11.19. The equilibrium ratio for spot import was 8.85, with a profit of - 514.96 [3]. Cross - Period Arbitrage Tracking - **Copper**: On September 4, 2025, the spreads of the next - month, three - month, four - month, and five - month contracts relative to the spot month were 430, 380, 330, and 320 respectively, while the theoretical spreads were 500, 899, 1306, and 1714 [4]. - **Zinc**: The spreads were 5, 5, 15, and 10 respectively, and the theoretical spreads were 214, 335, 455, and 576 [4]. - **Aluminum**: The spreads were - 30, - 40, - 50, and - 70 respectively, and the theoretical spreads were 215, 330, 446, and 562 [4]. - **Lead**: The spreads were 65, 75, 90, and 120 respectively, and the theoretical spreads were 209, 314, 419, and 524 [4]. - **Nickel**: The spreads were - 430, - 320, - 90, and 50 respectively [4]. - **Tin**: The 5 - 1 spread was 660, and the theoretical spread was 5655 [4]. Spot - Futures Arbitrage Tracking - **Copper**: The spreads of the current - month and next - month contracts relative to the spot were - 755 and - 325 respectively, and the theoretical spreads were 126 and 634 [4]. - **Zinc**: The spreads were 50 and 55 respectively, and the theoretical spreads were 125 and 255 [4]. - **Lead**: The spreads were 75 and 140 respectively, and the theoretical spreads were 128 and 240 [5]. Cross - Variety Arbitrage Tracking - On September 4, 2025, the ratios of copper/zinc, copper/aluminum, copper/lead, aluminum/zinc, aluminum/lead, and lead/zinc for Shanghai (three - continuous) were 3.59, 3.87, 4.74, 0.93, 1.23, and 0.76 respectively; for LME (three - continuous), they were 3.49, 3.81, 5.00, 0.92, 1.31, and 0.70 respectively [5].
X @aixbt
aixbt· 2025-09-03 10:03
Financial Transactions - Fosun's $328 million medical shares are settling in 400 milliseconds on Solana [1] Industry Dynamics - Institutions are arbitraging T+2 settlement for intraday yield capture [1] Technology & Infrastructure - The transaction highlights the use of blockchain technology (Solana) for faster settlement of financial assets [1]
A Clear Arbitrage Opportunity: Swap AGD For AOD
Seeking Alpha· 2025-09-02 16:14
Group 1 - The article discusses the abrdn Global Dynamic Dividend fund (AGD) and the abrdn Total Dynamic Dividend fund (AOD), highlighting their performance and investment strategies [1] - The author aims to provide observations and actionable ideas regarding Closed-End Funds (CEFs), emphasizing their unique characteristics and opportunities [1] - CEFs are described as both exhilarating and frustrating investment vehicles, necessitating a calm and informed approach during market fluctuations [2]
X @Binance
Binance· 2025-08-31 02:00
Take full control of your Arbitrage Bots!You can now set your preferred entry and exit spreads for better precision:🔸 Entry Spread: Set it when creating a new bot or increasing investment on a running bot🔸 Exit Spread: Set it when closing the botAvailable on Web. App to be rolled out soon.Learn more 👉 https://t.co/SSpcgZn1uo ...