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Chronicles

The story behind the story

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Hedge fund Fir Tree Capital sues Grayscale Investments for info on potential mismanagement, as GBTC, down ~74% YTD, trades at a ~43% discount to its BTC's value

the conglomerate Silbert founded seven years ago. https://twitter.com/... @tier10k : [DB] Fir Tree Sues Grayscale for Details on Gbtc: BBG Fir Tree Wants Grayscale to Resume Redemptions, Cut Fees @bitfinexed : Grayscale is in some real trouble if they have to reveal where all the Bitcoins are that back the GBTC. How much ya'll want to make a bet they've been loaning the Bitcoins backing GBTC? Can anyone propose a legitimate reason that they won't show the address on the blockchain? @iamdcinvestor : Genesis pumped their LP money into 3AC (which was terrible risk management) so they could pump it into new GBTC which pumped management fees into Grayscale probably not criminal, but man, that is quite fucked up, incestuous self-dealing https://twitter.com/...

Bloomberg

Discussion

  • @nategeraci Nate Geraci on x
    While Grayscale suing SEC over converting GBTC to spot bitcoin ETF, a hedge fund is now suing Grayscale... Claims Grayscale refuses to redeem shares because doing so would cut into profits. Also wants them to stop pursuing ETF conversion. via @Burtonkathy https://www.bloomberg.co…
  • @ap_archpublic Andrew on x
    Can you imagine the impending sell pressure for $GBTC right now?? **lots of fingers counting the days until their 6-month lock up expires and they can smash that sell button. ***anyone that bought the ‘nav dip’ six months ago is down another 50%
  • @mhiesboeck @mhiesboeck on x
    Even with shares trading more than 40% below GBTC's net asset value, the trust is a cash cow for Grayscale and by extension, DCG — the conglomerate Silbert founded seven years ago. https://twitter.com/...
  • @tier10k @tier10k on x
    [DB] Fir Tree Sues Grayscale for Details on Gbtc: BBG Fir Tree Wants Grayscale to Resume Redemptions, Cut Fees
  • @bitfinexed @bitfinexed on x
    Grayscale is in some real trouble if they have to reveal where all the Bitcoins are that back the GBTC. How much ya'll want to make a bet they've been loaning the Bitcoins backing GBTC? Can anyone propose a legitimate reason that they won't show the address on the blockchain?
  • @iamdcinvestor @iamdcinvestor on x
    Genesis pumped their LP money into 3AC (which was terrible risk management) so they could pump it into new GBTC which pumped management fees into Grayscale probably not criminal, but man, that is quite fucked up, incestuous self-dealing https://twitter.com/...