According to @nic__carter, a Q1 13F filing he shared shows an interesting portfolio for an unnamed investor via a link and image on X dated Aug 10, 2025, which traders should verify directly before acting. source: @nic__carter on X, Aug 10, 2025. Traders should pull the referenced Q1 13F on the U.S. SEC EDGAR system to confirm the exact holdings, position sizes, and any crypto-linked equities, noting that 13F reports disclose end-of-quarter long U.S. equity positions and are due within 45 days after quarter-end. source: U.S. SEC Form 13F rules and EDGAR. If the filing includes crypto-beta exposure, potential impacts would center on liquidity and sentiment in Coinbase (COIN), MicroStrategy (MSTR), or Bitcoin miner equities, but these implications must be validated against the actual positions in the filed 13F. source: U.S. SEC Form 13F methodology; @nic__carter on X, Aug 10, 2025.