Lubin Flags 13F Disclosure Lag as Institutions Buy Crypto
Ethereum co-founder Joseph Lubin has highlighted the lag in 13F filings required by asset managers to disclose their crypto holdings. These quarterly reports can take up to 45 days to submit, creating a significant information disclosure lag.
Lubin endorsed SharpLink CIO Matt Sheffield’s view that delayed 13F disclosures obscure real-time institutional accumulation trends. SharpLink data shows institutions are steadily increasing their positions in Ethereum and other crypto assets, signaling growing confidence despite macroeconomic headwinds.
Traders should adjust for delayed 13F filings when evaluating institutional demand and market sentiment. Understanding this lag is crucial for interpreting ownership data and anticipating market movements.
Bullish
Joseph Lubin’s remarks underscore that institutional accumulation of Ethereum is underestimated due to delayed 13F filings, a historically bullish indicator once disclosed. Past episodes showed that when institutional positions were revealed, crypto prices rallied on pent-up demand. Traders who factor in the information disclosure lag can anticipate a catch-up rally as filings are released. While short-term volatility may rise with new data, long-term institutional commitment supports a sustained bullish outlook for Ethereum and the broader crypto market.