Core Insights - US-listed spot Bitcoin and Ethereum ETFs have seen a resurgence in investor interest, with over $4.5 billion in net inflows last week, marking a significant turnaround from previous outflows [1][2] - October is historically known as "Uptober" for its bullish performance in the crypto market, setting a positive tone for the month [1] Bitcoin ETF Performance - Bitcoin ETFs accounted for approximately $3.2 billion in net inflows, the second-largest weekly total on record, just behind the $3.37 billion peak in November 2024 [2] - ETF trading volumes surged to around $26 billion, indicating stronger investor participation and renewed confidence in the market [2] Leading Funds - BlackRock's iShares Bitcoin Trust (IBIT) led the inflows with $1.78 billion, followed by Fidelity's FBTC at $692 million, Ark 21Shares at $254 million, and Bitwise at $212 million [3] Ethereum ETF Performance - Ethereum ETFs attracted $1.29 billion in inflows, with nearly $10 billion in weekly trading volume [4] - BlackRock's ETHA fund led Ethereum inflows with $687 million, followed by Fidelity's $305 million, Grayscale's $175 million, and Bitwise's $83 million [4] Market Sentiment - The inflows suggest a broader market recovery as investors are looking beyond individual assets [5] - Institutional demand is returning to digital assets, indicating a potential early upside as macro sentiment stabilizes [6] Price Movements - Renewed optimism has driven Bitcoin to a new all-time high above $125,000, suggesting that ETF-driven demand may be establishing a base for a new market cycle [7][8] Structural Support - The scale of inflows is unprecedented, with shifts in institutional allocation strategies indicating deeper structural support compared to previous rallies [8] - Regulatory changes, including new tax guidance, are also contributing to the positive sentiment in the market [9]

Imagine a future where the biggest US stocks like Tesla (TSLA) or Nvidia (NVDA) can be traded around the clock, with the transactions settled in seconds. Momentum is building toward that vision. The crypto industry, along with Wall Street heavyweights, wants to bring tokenized stocks, or digital versions of traditional shares that are recorded on a blockchain's digital ledger, into the mainstream. Last month Nasdaq (NDAQ) asked regulators for permission to allow listed stocks to trade in tokenized form o ...

AI领域，传出多则大消息！ 日前，有外媒报道称，贝莱德旗下GIP正在就收购Aligned数据中心进行深入谈判，这笔交易的价值可能 高达400亿美元。 另外，本周五，OpenAI推出的视频社交应用Sora登顶苹果美国"热门免费应用"（Top Free Apps）榜单。 同日，富士通宣布与英伟达扩大战略合作，共同打造全栈AI基础设施。富士通表示，此次合作将专注 于共同开发和提供一个为医疗保健、制造业和机器人等行业特定AI代理量身定制的AI代理平台，以及 一个通过英伟达NVLink Fusion无缝集成富士通monaka CPU系列和英伟达gpu的AI计算基础设施。 值得注意的是，AI芯片制造商Cerebras周五宣布，将撤回首次公开募股（IPO）计划。几天前，该公司 刚宣布完成一轮超10亿美元的融资。有业内人士指出，Cerebras刚完成大规模的融资，资金充足，此时 推迟IPO不足为奇。 GIP同时还在考虑其他大型收购，包括可能收购电力公司AES集团——该行业预计将受益于运行AI应用 的设施所带来的激增电力需求。AES企业价值（含债务）约380亿美元。 知情人士称，GIP尚未就收购Aligned数据中心达成最终协 ...

BREAKING: 🇺🇲 BLACKROCK HAS BOUGHT $791.6 MILLION WORTH OF BITCOIN.THIS IS MASSIVE!!! https://t.co/5GSHZwSmGb ...

彭博社报道表示，一位知情人士称，在麦格理集团（Macquarie）支持下，Aligned数据中心公司在该笔交易中的估值可能约为400亿美元。此外，由主权财富 基金穆巴达拉投资公司（Mubadala Investment Co.）成立的AI投资公司MGX也参与了此次谈判，并将作为交易的一部分独立投资。穆巴达拉此前已单独对 Aligned进行了投资。 GIP还一直在关注其他大型收购项目，包括可能收购电力公司美国爱依斯电力公司（AES Corp.），因为预计AI应用设施对电力需求的激增将使该行业受 益。AES的企业价值（包括债务）约为380亿美元。 据彭博社汇编的数据，若以400亿美元成交，GIP收购Aligned的交易将跻身今年全球五大交易之列。贝莱德去年以约125亿美元的价格收购了GIP。今年以 来，贝莱德股价上涨了约13%，公司市值约为1890亿美元。（闻辉） 【环球网财经综合报道】10月4日消息，据彭博社援引知情人士消息，贝莱德（BlackRock Inc.）旗下的全球基础设施合伙企业（Global Infrastructure Partners，简称GIP）就收购Aligned数据中心公司（Aligned ...

The investment giant's new consortium is nearing a deal to buy Aligned Data Centers. ...

持续升温的AI投资热潮正在酝酿今年名列前茅的重磅交易：贝莱德据称接近敲定收购一家提供数据中 心解决方案的公司。 美东时间10月3日周五，媒体获悉，贝莱德旗下基础设施投资基金Global Infrastructure Partners（GIP） 正在就收购数据中心公司Aligned Data Centers进行深入谈判，交易对Aligned的估值约为400亿美元。 媒体称，GIP和Aligned可能未来几天内宣布交易协议。阿联酋主权财富基金Mubadala旗下的AI投资公司 MGX将作为独立投资方，参与这笔交易。 若消息属实，据媒体估算，贝莱德此次收购的交易规模可以位列今年全球前五。 这项收购瞄准了AI支出热潮的主要受益者，反映出投资者对人工智能基础设施领域的热捧。本周刚传 出消息称，OpenAI在员工出售股份的交易实现了5000亿美元的估值，超越马斯克旗下SpaceX成为全球 估值最高的初创公司。自OpenAI推出ChatGPT以来，投资者纷纷涌入AI领域寻求投资机会，推高了整 个行业的估值。 从AI芯片龙头英伟达到AI模型明星OpenAI和Anthropic，再到各类相关设备供应商，整个AI产业链都吸 引了 ...

MINNEAPOLIS (AP) — Minnesota regulators voted unanimously Friday to approve an investment group's takeover of a power company over the objections of the state attorney general, big industrial electricity buyers and consumer advocates. In voting for the takeover of Duluth-based Minnesota, the five members of the Minnesota Public Utilities Commission said they believe the conditions imposed on the deal will protect the public interest and shield customers from rate increases. Opponents warned that the priva ...

BlackRock Nears $40 Billion Data Center Deal in Bet on AI. Listen for more on Bloomberg Intelligence. https://t.co/ZJKHFMwBfl ...

Minnesota power regulators on Friday approved a $6.2 billion plan for a BlackRock unit and Canada Pension Plan to buy utility Allete, parent of Minnesota Power, saying recent modifications by the parties should address concerns about rates and clean-power investments. ...