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Intesa's 13F adds IBIT call exposure and a staked-ether ETF position
The March filing reports $95.9 million of IBIT call exposure alongside $24.9 million of IBIT shares, $81.2 million of ARKB and a new $3.15 million staked-ether ETF position. The filing covers the reporting manager and affiliated portfolios; it is not evidence that the bank put the same amount on its own treasury balance sheet.
2 min readInfrastructure · AnalysisSolana's faster-disinflation proposal moves the cost to validators sooner
SIMD-0550 would double the pace at which new SOL issuance declines. Its effect on validator income depends on staking participation, costs and governance choices.
3 min readInfrastructure · EventSIMD-0550: Solana debates a faster decline in new SOL issuance
The proposal would double annual disinflation to 30%. This file tracks the primary document, the reported public debate and any governance decision.
1 min read