Anson Funds, ever the pragmatists, elected to liquidate 2.15 million shares of Perpetua Resources in the third quarter, a feat accomplished with the precision of a well-timed tea party exit. The disclosure, filed with the SEC on the 13th, reads less like a financial maneuver and more like a polite retreat from a suddenly popular party. One might say the stock had become too the rage for the fund’s delicate sensibilities.
Darkfost, a sage among analysts, proclaims that the volume of futures has halved since late November. From a staggering $123 billion per day to a modest $63 billion-such is the fickle nature of markets, where fortunes are won and lost in the blink of an eye. Yet, even in this decline, the futures remain colossal, twenty times greater than the modest ETF flows ($3.4 billion), and ten times the humble spot market volumes ($6 billion). Truly, size matters, or so they say, until it doesn’t-except when it does, and we pretend to understand.
In a post on the ol’ X (formerly known as Twitter, for those still living in the 2020s), Paolo himself shared the blockchain deets of a transaction that moved exactly 8,888.8888888 BTC from Bitfinex to Tether’s reserve. That’s a lot of zeros and eights, almost as if they’re trying to summon a digital genie. 🧞♂️
The numbers do not lie, though they may flinch. Caesars’ shares now linger at $23.39, a 30% carcass compared to last year’s corpse. The S&P 500, that relentless optimist, has risen 16% in the same span. Yet Quaker Capital, with the detachment of a coroner, dissects the remains. Its 13F filing reveals a portfolio heavy with EQT ($62.31 million) and UBER ($36.71 million)-holdings that suggest diversification, not desperation. The Caesars bet sits outside its top five, a calculated footnote.
Behold the iron hand of regulation descending upon the earth, a tale of nations striving to tame the beast of their own creation 🏛️⛓️. The United States, that grand experiment of democracy and delusion, forged the GENIUS Act-a name dripping with hubris, as if mere mortals could legislate genius itself. Signed by the Trumpian oracle in July 2025, this decree demands stablecoin issuers pledge fealty to reserves of dollars or bonds, while monthly audits pierce the veil of secrecy like a dagger. Yet who shall guard the guardians? The law, like a slumbering titan, awakens in 2027, leaving the world to wonder: is this order or oppression?
It appears that Vision Capital, in a fit of business acrobatics, sold off 330,000 shares of SL Green during the quarter, reducing its hold to absolute zero, a state most would call “ownership of a ghost.” This act reduced their stake to a mere footnote, once a significant 9.13% of the fund’s assets. With the grace of a trapeze artist falling into the safety net of cash, they handed over their securities, basing the transaction on an average quarterly price that, depending on your mood, could be considered both a triumph of timing or an ironic reminder of how unpredictable the financial circus can be. It’s as if the fund decided, “All aboard the exit train” and left the station just in time for the next rollercoaster loop.
The SEC filing reveals a curious truth: this fund, possessing merely four holdings, has chosen to frame EPAM’s digital engineering prowess alongside industrial distributors and airline stocks. It’s the artistic equivalent of hanging a Monet next to a spreadsheet – yet therein lies the genius. While the market dismisses EPAM’s $204.88 share price as a faded masterpiece, Wishbone sees the brushstrokes of enterprise AI spending waiting to be rediscovered.
Well, butter my biscuit, if it ain’t the UK and its 40+ sidekicks playing taxman with the OECD’s Cryptoasset Reporting Framework (CARF). Starting January 1, crypto exchanges are roped into tattling on their UK users’ every move to HMRC. Seems the government’s got a hankering to know where every digital dime’s been. 🤑
In the grand tapestry of blockchain tales, there stands the figure of Vitalik Buterin, co-founder of Ethereum, casting his vision for the year 2026 like a modern-day prophet. As he surveys the landscape, he sees the progress of 2025, yet warns that they must not stray from their noble quest: to build a decentralized, censorship-resistant infrastructure for the internet. He’s like a digital Don Quixote, tilting at the windmills of centralized power-and we love him for it!
The publication of the SEC’s clandestine manuscript on November 13 reveals the stake-a testament to the enduring ambiguity of financial symbolism. The fund’s latest act constructs a mirror in which Comerica now stands as its most significant reflection, a monolith amid shifting shadows. Two million shares, a fragment of the multiverse, echo through the corridors of the institutional mind, positioning the bank as a colossus in their portfolio-a figure reshaped by the act of holding.