周五，加密货币生态圈股票集体走低，截至发稿，比特币概念股Bit Digital(BTBT.US)跌1.77%， Hut8Mining(HUT.US)跌超4.5%，Strategy(MSTR.US)跌超1.8%；以太坊概念股Bitmine Immersion Technologies(BMNR.US)跌超5%，SharpLink Gaming(SBET.US)跌近6%，Bit Digital(BTBT.US)跌超 1.8%；加密货币交易所Coinbase(COIN.US)跌超4%，Robinhood(HOOD.US)跌超6%；稳定币龙头 Circle(CRCL.US)跌超7%。 ...

RT Adam Livingston (@AdamBLiv)WHY I AM MORE BULLISH THAN EVER ON MSTR AND METAPLANETThe negative sentiment on here is HOGWASH.Compounding Bitcoin with intelligent leverage over a long time horizon = VALHALLA.Don't believe me?Let's run the math.36 MINUTE DEEP DIVE: ...

⚡️ INSIGHT: Michael Saylor and Peter Thiel take contrasting crypto treasury approaches.Saylor builds massive direct Bitcoin holdings at MicroStrategy, while Thiel invests indirectly through Ethereum-focused companies like ETHZilla and BitMine for diversified exposure. https://t.co/uoz7m2GcbF ...

Core Viewpoint - Michael Saylor's MicroStrategy is emerging as a significant competitor in Wall Street's top tier, with its strategy of holding Bitcoin showing potential for inclusion in the S&P 500 index, which was previously deemed unlikely [1][4]. Group 1: Company Performance and Strategy - MicroStrategy has transformed into a Bitcoin treasury, achieving $14 billion in unrealized gains, theoretically meeting the profitability requirements for S&P 500 inclusion [1]. - The company has built a balance sheet with $70 billion in Bitcoin assets, which could lead to institutional recognition of its previously criticized strategy [1][5]. - MicroStrategy's liquidity ratio is the highest among 26 potential candidates for S&P 500 inclusion, indicating strong trading activity relative to its market capitalization [4]. Group 2: Market Dynamics and Index Inclusion - The S&P committee considers liquidity, profitability, and industry balance when selecting companies for the index, with MicroStrategy meeting and exceeding these criteria [4][8]. - The inclusion of Coinbase and Block Inc. in the S&P 500 signals a growing recognition of the digital asset sector's influence [4]. - Inclusion in the S&P 500 could lead to significant price increases due to the "index effect," although the short-term impact has diminished in recent years [8]. Group 3: Challenges and Volatility - There is increasing skepticism regarding the sustainability of MicroStrategy's treasury model, especially after a 17% drop in its stock price in August [5]. - The company's stock has a 30-day volatility of 96%, which is higher than that of Nvidia and Tesla, raising concerns among index gatekeepers [5]. - Despite a market cap of $90 billion making it a strong contender, the S&P committee retains discretion over inclusion decisions, complicating predictions [8].

According to Bloomberg, Strategy Inc. (formerly MicroStrategy) has theoretically met the S&P 500’s profitability criteria with a $14 billion unrealized gain last quarter. Inclusion would trigger passive index funds to buy around 50 million shares, worth roughly $16 billion at current prices, passively exposing institutions to its $70 billion Bitcoin treasury. https://t.co/A6a1AXEqRw ...

JUST IN: Michael Saylor’s STRATEGY now meets all criteria and is a top contender for S&P 500 inclusion. -BloombergIf added, passive funds would be forced to buy nearly $16 BILLION in shares. 🚀 https://t.co/b3XbdxGL3Q ...

RT Jason Shubnell (@JasonShubnell)Benchmark continues to view $MSTR as "the cleanest and most liquid way to own the upside in bitcoin without taking mining-execution risk."Keep an eye on S&P 500 rebalancing this Friday...https://t.co/et5nUaDFsZ ...

The iShares Bitcoin Trust could soar in the years ahead as more asset managers and companies buy Bitcoin.In the second quarter, the hedge fund billionaires listed below added to their positions in the iShares Bitcoin Trust (IBIT 1.23%), an exchange-traded fund (ETF) issued by BlackRock designed to track the spot price of Bitcoin (BTC -0.29%).Israel Englander of Millennium Management added 3.8 million shares of the iShares Bitcoin Trust, increasing his stake 22%. The BlackRock ETF ranks among his top-15 hold ...

来源：市场资讯 （来源：吴说） 在周三的董事会候选人论坛上，六名竞选加州公务员退休系统（CalPERS）管理委员会席位的候选人对 是否应将比特币纳入总额 5,060 亿美元 的基金投资组合意见分裂。有候选人认为应考虑区块链作为"有 前景的技术"，但拒绝直接投资比特币。CalPERS 二季度 13F 文件显示，该基金持有 41.06 万股 Strategy （原 MicroStrategy），价值 1.659 亿美元。（Decrypt） ...

Group 1 - The cryptocurrency market saw a rise in stock prices for several companies, with Bitmine Immersion Technologies (BMNR.US) increasing by over 7.6% [1] - BTCS Inc (BTCS.US) experienced a rise of over 4.4%, while Upexi (UPXI.US) rose by over 3.7% [1] - SharpLink Gaming (SBET.US) saw a slight increase of 0.65%, and Strategy (MSTR.US) had a marginal rise [1] Group 2 - Ethereum experienced a short-term increase of over 3%, reaching a price of $4,477 [1] - Bitcoin also saw a rise of over 1%, with its price reaching $112,400 [1]