投资逻辑 本周美联储 3 月议息会议保持利率不变，但鲍威尔鹰派发言表示在未看到通胀显著回落之前不会降息。受此影响，美 债利率上升，市场甚至开始出现再次加息的讨论。本周加密货币总市值为 2.4 万亿美元，环比上周持平。比特币收盘 价为 70,523 美元/枚，环比上周下滑 0.6%，持仓均价持续下滑至 54,342 美元/枚；以太坊收盘价为 2,147 美元/枚， 环比上周上涨 6.0%。市场情绪周初上涨，但议息会议之后出现回落。期权市场相对看涨下半年行情。 链上代币化进程持续演绎：美国 SEC 正式批准纳斯达克交易所修改规则，允许其试点以代币化形式交易证券。美国 证券交易委员会（SEC）与商品期货交易委员会（CFTC）联合发布监管指引，明确数字商品、数字收藏品、数字工 具，以及依据 GENIUS 法案定义的支付数字货币。唯一仍受证券法约束的加密资产类别为数字证券，即传统证券的 代币化形式。Bitget 将上线 Ondo 链上的代币化股票、指数 ETF 以及贵金属资产。加密做市商 Flow Traders 推出全 天候 OTC 市场。Hyperliquid 上新增标普 500 映射合约，这是首个也是唯一官方授权 ...

SINGAPORE, March 19, 2026 (GLOBE NEWSWIRE) -- BGIN BLOCKCHAIN LIMITED (“BGIN” or the “Company”; NASDAQ: BGIN), a digital asset technology company with proprietary cryptocurrency mining technologies and a manufacturer of cryptocurrency mining hardware, announced today that the Company's management will participate in the 38th Annual ROTH Conference being held on March 22-24, 2026. About BGIN BLOCKCHAIN LIMITED BGIN BLOCKCHAIN LIMITED (NASDAQ: BGIN) is a digital asset technology company with proprietary crypt ...

Core Insights - BGIN BLOCKCHAIN LIMITED has achieved first-pass silicon success in its 4nm BT1 Bitcoin mining ASIC chip, marking a significant milestone in its Bitcoin mining chip program [1][3] - The BT1 chip has entered system-level testing and production preparation, representing the company's seventh consecutive successful tape-out since 2022, indicating a strong execution track record [2] Company Strategy - The successful tape-out of the BT1 chip signifies BGIN's strategic shift from peripheral hash power to mainstream Bitcoin mining infrastructure, viewing Bitcoin as a critical layer of global digital infrastructure rather than a speculative opportunity [3] - The company aims to provide best-in-class value in the industry through rigorous cost control and is conducting comprehensive performance and stability testing of the chip [3] Future Developments - Achieving first-pass silicon success reduces development risk and supports BGIN's confidence in executing a multi-generation Bitcoin mining roadmap [3] - The company has begun early development on next-generation advanced architecture to improve energy efficiency in its chips [3] Company Overview - BGIN BLOCKCHAIN LIMITED specializes in digital asset technology and cryptocurrency mining, focusing on self-mining and innovative products tailored to various market needs [4] - The company designs and manufactures mining machines under the ICERIVER brand, providing operational flexibility through advanced mining infrastructure and hosting services [4]

Core Viewpoint - Bgin Blockchain Limited is under investigation for potential violations of federal securities laws following significant financial losses and changes in auditor engagement [1][2][3]. Financial Performance - Bgin Blockchain Limited reported a decline in total revenue of approximately $96 million for the six months ending June 30, 2025, compared to the previous year [2]. - The company's operating expenses surged by 582.8%, leading to a gross loss of $6.3 million, a stark contrast to the gross profit of $84.8 million reported in the prior year [2]. Auditor Engagement - On December 15, 2025, Bgin announced it would not renew its current auditor and instead approved the engagement of a new independent registered public accounting firm, effective December 12, 2025 [3]. - Following the announcement regarding the auditor change, Bgin's shares experienced a significant drop of over 59% on December 29, 2025 [3].

Core Viewpoint - Bgin Blockchain Limited is under investigation for potential violations of federal securities laws following significant financial losses and changes in auditor engagement [1][2][3]. Financial Performance - Bgin Blockchain Limited reported a decline in total revenue of approximately $96 million for the six months ending June 30, 2025, compared to the previous year [2]. - The company's operating expenses surged by 582.8%, leading to a gross loss of $6.3 million, a stark contrast to the gross profit of $84.8 million reported in the prior year [2]. Auditor Engagement - On December 15, 2025, Bgin announced it would not renew its current auditor and instead approved the engagement of a new independent registered public accounting firm effective December 12, 2025 [3]. - Following this announcement, Bgin's shares experienced a significant drop of over 59% on December 29, 2025 [3].

New York, New York--(Newsfile Corp. - January 21, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Bgin Blockchain Limited ("Bgin Blockchain Limited") (NASDAQ: BGIN) concerning potential violations of the federal securities laws.Bgin released unaudited financial results on November 14, 2025, for the six months ended June 30, 2025, revealing that total revenue had declined roughly $96 million from the previous year, operating expenses increased 582.8%, and the Company' ...

Core Insights - BGIN Blockchain Limited announced that its chairman Oisin Li and independent director Paul Tsang purchased additional Class A ordinary shares, indicating their confidence in the company's long-term prospects [1][2]. Share Purchases - Oisin Li acquired 60,000 Class A ordinary shares at an average price of US$3.7 per share, while Paul Tsang purchased 8,100 Class A ordinary shares at an average price of US$2.85 per share [2]. Company Strategy - Oisin Li expressed strong conviction in BGIN's direction and long-term potential, highlighting the company's strategy to become an infrastructure player within the Bitcoin ecosystem [3]. - The company aims to address a notable gap between current share prices and its anticipated long-term value [3]. Company Overview - BGIN Blockchain Limited is a digital asset technology company specializing in proprietary cryptocurrency mining technologies and manufacturing mining hardware [3]. - The company focuses on making crypto mining accessible to all, developing innovative products for various market needs, from beginners to large-scale industrial miners [3].

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud and unlawful business practices involving Bgin Blockchain Limited and its officers or directors [1] Financial Performance - Bgin reported a significant decline in total revenue of approximately $96 million for the six months ending June 30, 2025, compared to the previous year [2] - Operating expenses surged by 582.8%, indicating severe financial strain [2] - The company's gross profit fell from $84.8 million in the prior year to a gross loss of $6.3 million [2] Management Changes - On December 5, 2025, Bgin announced the termination of its Chief Communications Officer's employment on a mutual basis [2] - On December 15, 2025, Bgin decided not to renew its engagement with its current auditor and approved the hiring of a new independent registered public accounting firm effective December 12, 2025 [2] Stock Performance - As of December 29, 2025, Bgin's stock closed at $2.45, which is below its initial public offering (IPO) price [2]

Core Viewpoint - The Portnoy Law Firm has initiated an investigation into Bgin Blockchain Limited for possible securities fraud and may file a class action on behalf of investors [1]. Group 1: Company Financial Performance - Bgin Blockchain Limited completed its Initial Public Offering (IPO) on October 21, 2025 [2]. - The company reported a significant decline in total revenue, which decreased by approximately $96 million compared to the previous year [3]. - Operating expenses surged by 582.8%, leading to a gross loss of $6.3 million, a stark contrast to the gross profit of $84.8 million reported in the prior year [3]. - As of December 29, 2025, Bgin's shares traded as low as $2.45, marking a decline of $3.55 or 59% from the IPO price of $6.00 per share [3]. Group 2: Corporate Governance Changes - On December 5, 2025, Bgin announced the termination of its Chief Communications Officer on a mutual amicable basis [3]. - The company decided not to renew or negotiate new terms with its current auditor and approved the engagement of a new independent registered public accounting firm effective December 12, 2025 [3].

Core Viewpoint - Glancy Prongay & Murray LLP has initiated an investigation into Bgin Blockchain Limited regarding potential violations of federal securities laws affecting investors [1] Company Summary - Bgin Blockchain Limited is listed on NASDAQ under the ticker symbol BGIN [1] - The investigation is aimed at assessing the company's compliance with federal securities regulations [1] Investor Impact - The law firm is reaching out to investors who may have incurred losses related to their investments in Bgin Blockchain Limited [1]