Jane Street披露近10亿美元比特币ETF持仓
Jane Street Reveals Nearly $1B Bitcoin Position
关注加密机构配置的读者留意：Jane Street披露近10亿美元比特币ETF持仓，贝莱德产品占大头，显示华尔街量化巨头正通过ETF加码比特币敞口。可跟踪后续机构披露，注意其7月亏损背景，不构成投资建议。
Bitcoin Magazine
Bitcoin Magazine
Jane Street Reveals Nearly $1B Bitcoin Position
Jane Street披露近10亿美元比特币持仓
Quantitative trading firm and liquidity provider Jane Street has a nearly $1 billion bitcoin position — or 15,394 BTC at today’s prices.
量化交易公司和流动性提供商Jane Street持有近10亿美元的比特币头寸——按当前价格计算为15,394枚BTC。
But the position is not held in the form of digital coins: According to a regulatory filing with the Securities and Exchange Commission, the Wall Street giant holds $990 million in Bitcoin exchange-traded funds, spread across major ETFs like BlackRock’s iShares Bitcoin Trust, Fidelity’s Wise Origin Bitcoin Fund, and Grayscale’s Bitcoin Trust.
但这个头寸并非以数字货币形式持有：根据向美国证券交易委员会提交的监管文件，这家华尔街巨头持有9.9亿美元的比特币交易所交易基金，分布在主要ETF中，如BlackRock的iShares Bitcoin Trust、Fidelity的Wise Origin Bitcoin Fund和Grayscale的Bitcoin Trust。
The lion’s share of the firm’s holdings are in BlackRock’s fund, with $828 million solely invested in the fund, according to the filing.
文件显示，该公司的大部分持仓集中在BlackRock的基金中，仅该基金就投资了8.28亿美元。
JUST IN: Wall Street giant Jane Street dropped a bombshell SEC filing:
突发：华尔街巨头Jane Street提交了一份重磅SEC文件：
They disclosed owning over $990 million in Bitcoin ETFs pic.twitter.com/CFEMd8MlRg
他们披露持有超过9.9亿美元的比特币ETF pic.twitter.com/CFEMd8MlRg
— Bitcoin Magazine (@BitcoinMagazine) August 17, 2026
— Bitcoin Magazine (@BitcoinMagazine) 2026年8月17日
BlackRock’s fund is the biggest and most popular of the spot Bitcoin ETFs, which were approved and started trading at the beginning of 2024. The fund has received more cash than any other crypto ETF and currently has $47.3 billion in assets under management.
BlackRock的基金是现货比特币ETF中规模最大、最受欢迎的，这些ETF于2024年初获批并开始交易。该基金获得的资金流入超过任何其他加密ETF，目前管理资产达473亿美元。
Major firms have been able to buy exposure to the asset via shares of the regulated vehicles that trade on stock exchanges.
大型公司可以通过购买在证券交易所交易的受监管工具份额来获得对该资产的敞口。
Pension funds and U.S. states have all bought exposure to Bitcoin via the ETFs, along with more traditional investments like tech stocks and other U.S. equities.
养老基金和美国各州都通过ETF购买了比特币敞口，此外还有科技股和其他美国股票等更传统的投资。
Jane Street on Monday posted its first losing month in about a decade, revealing roughly $15 billion in July losses.
Jane Street周一公布了约十年来的首个亏损月，显示7月亏损约150亿美元。
The loss was driven mainly by its stake in AI-focused hedge fund Situational Awareness, which stumbled badly amid AI bet losses and margin calls, and by bad bets in Asian equity markets.
亏损主要源于其对专注于人工智能的对冲基金Situational Awareness的投资，该基金在AI押注亏损和追加保证金通知中严重受挫，以及亚洲股市的错误押注。
Despite the loss, Jane Street has made over $40 billion in net trading revenue year-to-date, according to Bloomberg. That’s already more than all of 2025, when it set a Wall Street record with $39.6 billion, beating Goldman Sachs and JPMorgan.
据Bloomberg报道，尽管出现亏损，Jane Street今年迄今的净交易收入已超过400亿美元。这已经超过了2025年全年，当时它以396亿美元创下华尔街纪录，超过了Goldman Sachs和JPMorgan。
Wall Street titans Edelman Financial and Tudor Investment Corporation last week also revealed significant Bitcoin positions, along with Abu Dhabi’s sovereign wealth funds.
上周，华尔街巨头Edelman Financial和Tudor Investment Corporation以及阿布扎比的主权财富基金也披露了可观的比特币持仓。
This post Jane Street Reveals Nearly $1B Bitcoin Position first appeared on Bitcoin Magazine and is written by Mathew Di Salvo.
这篇题为“Jane Street Reveals Nearly $1B Bitcoin Position”的文章首发于Bitcoin Magazine，作者是Mathew Di Salvo。
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