先说打新，建议是：别让美股打新影响你的睡眠，别让港股打新影响你的持仓。BitGo打了，富途派货不错。第二天一觉醒来跑的，赚了个寂寞。龙旗满上 了，暗盘还不错，给了20%+，但暗盘即巅峰，到周五已回吐所有涨幅。 鸣鸣很忙满上了，超购1500倍意味着拿货率又很低了。综上，散户打新的最优解是当收益增强用。虽然持仓打新会浪费点利息，但现金打新却浪费了牛市。 上周走了创新实业，自此，2025的港股打新已无持仓。 再说A股，上周是烈火烹油的好，尽管GJD在过去数个交易日流出5000亿+，市场却开始嘲笑他们走在了半山腰，以及快没子弹了。各基金公司甚至算出GJD 还有一万多亿筹码，其中70%+在沪深300。于是上周中小票继续飞，中证500，中证1000，中证2000，科创50ETF本月已涨了11%+~15%+。某些散户是不是 对GJD有什么误解？以打战做类比，万箭齐发总是进攻的第一步，后面的大招还在路上。好在ZC的意图是慢牛。重点不在"慢"在"牛"。如果不是追高，遭遇 回调，忍一忍也就过去了。盲猜下一个重要节点是春节，8，9天的利息会劝退不少意志不坚定的融资盘。 上周有两个趋势值得留意，一个是中际旭创已超越宁德时代与腾讯，位 ...

Core Insights - The IPO market is expected to experience significant activity in 2026, with companies increasingly favoring public listings over private funding [1][4] - BitGo's recent IPO serves as a benchmark for the digital asset sector, despite the volatility in cryptocurrency prices [2][3] Group 1: IPO Market Trends - The IPO market is anticipated to have its largest year since 2021, with a substantial pipeline of pre-IPO companies, the largest since the dot-com era [4] - The median age of companies going public has increased from approximately 6.9 years a decade ago to 10.7 years today, indicating a trend towards longer private funding periods [4] - Over 1,400 global unicorns, valued collectively at $5.2 trillion, highlight the attractiveness of private markets for companies [4] Group 2: Sector Participation - A diverse range of sectors, including biotech and industrials, are expected to enter the public markets this year [5] - Major companies like Anthropic, OpenAI, and SpaceX are reportedly preparing for their IPOs, indicating strong interest in public listings among high-profile firms [5]

Group 1 - Ledger is preparing for an IPO in the U.S. with a target valuation exceeding $4 billion, reflecting growing institutional interest in digital asset security [1][3] - Founded in 2014, Ledger has become a leader in self-custody through its hardware wallet products, which provide robust protection against online threats [2] - The company has engaged Goldman Sachs, Jefferies, and Barclays as lead underwriters for the IPO, with a potential launch as early as 2026 [3] Group 2 - A $4 billion-plus IPO would represent a significant increase from its last valuation of $1.5 billion in 2023, indicating strong confidence in Ledger's growth [4] - The timing of the IPO aligns with a resurgence of cryptocurrency-related public listings, following a period of stagnation after Coinbase's 2021 IPO [5] - Ledger's focus on custody solutions is timely, as regulatory clarity and pro-innovation policies are encouraging institutional investments [6] Group 3 - Demand for trusted hardware solutions is expected to persist, especially with major players like BlackRock entering the digital asset space [7] - Despite challenges such as recent market pullbacks and macroeconomic tightening, Ledger's institutional focus may provide greater stability [7] - The IPO would signify the maturation of cryptocurrency infrastructure companies, transitioning them into publicly traded entities essential to the digital finance landscape [8]

Venture capitalists are pursuing crypto startups despite US President Donald Trump’s barrage of threats blasting asset markets with uncertainty. Investors doled out another $362 million to 14 crypto startups in the third week of January, already bringing the total to over $1 billion so far this year, DefiLlama data shows. Startup fundraising is generally safe from short-term volatility triggered by news events, Annabelle Huang, CEO of Altius and former venture partner at Amber Group, told DL News. “The ...

Last year saw a phenomenal rise in the number of public listings, mergers and acquisitions in the world of crypto. As for 2026, the party is just getting started. This week, crypto custodian BitGo is listing on the New York Stock Exchange at a reported $2 billion valuation, making it the first major digital asset IPO of 2026. Now one of the industry’s most established infrastructure players is preparing to test public markets, and the numbers being discussed suggest real confidence. Related: Mark Cuban ...

Group 1: BitGo IPO - BitGo priced its shares at $18 for its initial public offering, securing a valuation of approximately $2.1 billion, marking a rare IPO for a pure-play crypto custody business [2] Group 2: NYSE Tokenized Trading Platform - The New York Stock Exchange announced the development of a platform for trading and on-chain settlement of tokenized securities, enabling 24/7 operations, instant settlement, and stablecoin-based funding [3] Group 3: Blockspace Acquisition - Blockspace acquired Bitcoin Layers, a data aggregation site known for tracking and analyzing Bitcoin Layer 2 networks, to support the rollout of new data products focusing on the Bitcoin L2 landscape [4] Group 4: Digital Asset Inflows - Digital asset products saw $2.17 billion in inflows last week, the largest since October, indicating a resurgence in institutional interest [5] Group 5: Coinbase Quantum Advisory Board - Coinbase established an advisory board focused on quantum computing and blockchain, hiring experts to assess long-term cryptographic risks associated with quantum computing [7]

Core Viewpoint - The proposed market-structure legislation, such as the CLARITY Act, is seen as a means to provide a more stable regulatory framework for investors and companies in the cryptocurrency industry [1] Group 1: Company Perspective - BitGo's CEO, Mike Belshe, emphasizes the importance of having regulations codified into law to prevent policy fluctuations between different administrations [1] - BitGo expresses support for regulation within the cryptocurrency space, indicating a desire for clarity and stability in the legal environment [1] Group 2: Industry Implications - The discussion highlights the broader need for a consistent regulatory framework in the cryptocurrency market, which could enhance investor confidence and promote industry growth [1]

BitGo shares slipped on the crypto company's second day of trading, falling below their IPO price. But CEO Mike Belshe says short-term market moves don't change the company's long-term strategy, describing BitGo as a global digital-asset infrastructure provider rather than a crypto wallet or treasury play. Mike Belshe joins the conversation on "Bloomberg Markets" with Scarlet Fu. ...

Group 1 - Ledger, a French hardware wallet designer, is planning an initial public offering (IPO) in the United States, potentially valuing the company at over $4 billion [1] - The IPO could occur as soon as this year, although the exact timing is still uncertain [1] - Ledger has engaged investment banks Goldman Sachs, Jefferies, and Barclays to manage the IPO transaction [2] Group 2 - Founded in 2014, Ledger last raised significant funding in 2023, achieving a valuation of $1.5 billion [3] - The company is part of a growing trend of cryptocurrency firms entering public markets, with BitGo recently listing on the NYSE and raising $212 million at a $2.1 billion valuation [3] - Other notable cryptocurrency firms, including Circle, Gemini, and Bullish, completed their listings in the United States last year [3]

Group 1: Company Overview - Ledger, a crypto hardware wallet manufacturer, is preparing for a U.S. initial public offering (IPO) that could value the company at over $4 billion, highlighting the growing importance of crypto custody for institutional investors [1] - The IPO plans involve leading financial institutions such as Goldman Sachs, Jefferies, and Barclays, with potential execution as early as this year, although timelines may change [1] Group 2: Market Context - The New York Stock Exchange listing plan positions Ledger among several crypto firms seeking U.S. listings, benefiting from a more favorable regulatory environment under President Donald Trump, who aims to establish America as a hub for digital asset innovation [2] - BitGo recently listed on the New York Stock Exchange, raising up to $213 million at a nearly $2 billion valuation, marking a significant event in the crypto IPO landscape [2] Group 3: Market Conditions and Predictions - The outlook for crypto IPOs is mixed, with some stocks experiencing declines despite major stock indices nearing all-time highs, indicating volatility in the crypto market [3] - Predictions suggest that if macroeconomic conditions tighten in 2026, crypto IPOs may face challenges in both uptake and post-listing price appreciation [4] - Bitcoin is currently trading at $89,147, down 6.6% over the past week, with the total crypto market cap above $3 trillion, reflecting a slight decline [4] Group 4: Industry Trends - The theme of custody is becoming increasingly significant across major jurisdictions, aligning with Ledger's core business, as tighter custody regulations and rising institutional interest in virtual assets could enhance demand for Ledger's services [5]