Jane Street, a quantitative trading firm, faces accusations of influencing the pricing mechanism of Bitcoin ETFs, according to a report by PANews. The allegations suggest that the firm's trading patterns have contributed to a recent 10% rebound in Bitcoin prices. Analysts highlight a structural issue where Authorized Participants (APs) in spot Bitcoin ETFs hedge their positions using derivatives like futures, delaying spot market transactions and causing a mismatch between ETF inflows and spot buying.
This practice, common in the ETF industry, allows APs to profit from futures market contango by hedging and earning basis profits, which can expand the ETF's size without significantly supporting spot buying. As a result, price discovery is increasingly shifting towards the futures market. Despite the concerns, interviewed institutions affirm that this mechanism is both legal and widespread.
Jane Street Accused of Influencing Bitcoin ETF Pricing
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