Group 1 - Fidelity Wise Origin Bitcoin Fund (FBTC) has reached a 52-week high and is up 129% from its 52-week low price of $43.34/share [1] - The Fidelity Bitcoin Reference Rate aims to reflect the performance of bitcoin in U.S. dollars and the fund charges 25 basis points in annual fees [1] - Increased investor risk appetite and institutional demand are driving Bitcoin to record highs, with growing interest in alternative currencies due to volatility in the U.S. dollar [2] Group 2 - FBTC is expected to continue its strong performance in the near term, indicated by a positive weighted alpha of 89.30, suggesting potential for further gains [3]

智通财经7月11日电，据报道，Strategy现已在比特币投资上获得超过280亿美元的未实现利润。 ...

Market Overview - Investors are shedding concerns over tariffs, leading to a slight fluctuation in the New York stock market indices, which eventually rose, with all three major indices closing higher [1] - The Dow Jones Industrial Average increased by 192.34 points to close at 44,650.64, a rise of 0.43% [1] - The S&P 500 index rose by 17.20 points to close at 6,280.46, an increase of 0.27% [1] - The Nasdaq Composite Index gained 19.33 points, closing at 20,630.67, a rise of 0.09% [1] - Among the S&P 500's eleven sectors, nine rose while two fell, with consumer discretionary and energy sectors leading gains at 0.98% and 0.79%, respectively [1] Federal Reserve Insights - Federal Reserve Governor Christopher Waller indicated that the Fed's balance sheet, currently at approximately $6.662 trillion, is still above pre-pandemic levels and is expected to shrink further, potentially down to around $5.8 trillion [2] - Waller noted that the reduction process will not be as drastic as some expect, with the Fed planning to decrease reserves gradually through maturing and early repayment of securities [2] Labor Market Data - The U.S. Department of Labor reported that initial jobless claims for the week ending July 5 were 227,000, a decrease of about 5,000 from the previous week and below market expectations of 235,000, indicating a resilient labor market [2] - However, the number of continuing claims was 1.965 million, the highest level since late 2021, highlighting ongoing long-term unemployment issues [2] Energy Sector Update - The U.S. Energy Information Administration reported a 5.3 billion cubic feet increase in natural gas inventories for the week ending July 4, although this was lower than the previous week's increase of 5.5 billion cubic feet, suggesting a slowdown in growth due to seasonal demand changes and market supply factors [2] Company-Specific Developments - Tesla's stock rose by 2.5% following CEO Elon Musk's announcement of expanding the robotaxi service to Austin and plans for further expansion to the Bay Area within one to two months [3] - Musk also revealed that Tesla will integrate the updated Grok chatbot from xAI into vehicles by next week, further boosting market sentiment [3] - Bitcoin reached a new all-time high of $113,863.31, driven by increased investor interest in risk assets and the liquidation of short positions, with significant inflows into exchange-traded funds (ETFs) related to Bitcoin [3]

以下文章来源于财联社硅谷NEWS ，作者潇湘 财联社硅谷NEWS . 直击科技前沿，尽在硅谷NEW，由上海报业集团主管主办、财联社、科创板日报联合出品 比特币市场从来不缺"造富神话"。但上周五，当两个沉寂了14年之久的巨额比特币钱包被激活时，依然引发了整个比特币社区的沸腾—— 因为这两个钱包的潜在利润总和达到了惊人的20亿美元以上…… 追踪主要区块链交易的业内机构Lookonchain和Whale Alert上周五均报告称，有20000枚比特币发生了转移。据悉，"1KbrS… JYm"和"12tLs….j2me"这两个钱包此前各拥有10000枚比特币，自2011年存入后一直未曾动过。 BTC Markets的首席执行官Caroline Bowler表示，在比特币诞生早期，人们对于长期持有比特币有着强烈的信念，因此发现投资者买入并 持有这么长时间的证据，并不太令人意外。 鉴于2011年存入时，1枚比特币的价格仅为78美分，而目前价格已高达109000美元。这也意味着， 这两个在20 11年时分别仅值7800美元的 钱包，如今各自的价值已达到了令人瞠目结舌的近11亿美元。 ("1KbrS…JYm"钱包的比特币价值 ...

币界网7月2日讯，设计软件巨头Figma的上市文件揭开一角，企业金库正将比特币储备从边缘策略推向 核心资产配置。 数据对比揭示资本暗流（企业购币）与表面波动（ETF流出）的背离： 杠杆风险如影随形。Citron Research曾做空MicroStrategy，质疑其通过26亿美元债务融资购币，使股东 暴露在"脱离比特币基本面的风险"中。当企业用资产负债表豪赌比特币，一次大幅回调就可能引发连锁 清算。 设计软件公司Figma向SEC提交IPO文件时，一项数据引发市场震动：该公司持有6950万美元的Bitwise 比特币ETF（BITB），占其107亿美元现金储备的4%。更值得关注的是，其董事会已授权将3000万美元 USDC稳定币"用于未来比特币投资"，形成完整的法币-稳定币-比特币转换通道。这笔始于2024年3月的 5500万美元投资，在短短四个月内已增值27%，浮盈近1450万美元。Figma并非孤例。2025年上半年， 上市公司总计购入24.5万枚比特币，较去年同期暴增375%，规模达到比特币现货ETF同期净流入量 （11.8万枚）的2倍以上。企业财务决策正超越ETF的被动配置，转向主动的链上国库管理。 ...

Strategy上周斥资约5.319亿美元增持4980枚比特币 智通财经6月30日电，据官方消息，Strategy（原MicroStrategy）在6月23日至6月29日期间以每枚约 106,801美元的价格，斥资约5.319亿美元购入4,980枚比特币；截至2025年年初至今，其比特币投资收益 率已达19.7%。截至2025年6月29日，该公司持有597,325枚比特币，这些比特币是以每枚约70,982美元 的价格购入，总成本约424亿美元。 ...

医疗科技公司 Semler Scientific任命乔·伯内特为比特币策略总监；目标是在2025年底前持有至少10000枚 比特币，并在2027年底前达到105000枚。 ...

光脚狂奔 一年多以前，日本经济型酒店公司Metaplanet还在新冠疫情带来的重创中，苦苦挣扎。 灵感来自美国公司MicroStrategy 真正让 Gerovich下定决心赌一把的，是美国科技公司MicroStrategy的故事。 该公司自2020年开始大量购入比特币，其股价因此暴涨，成为华尔街神话。 如今，它却完全转型，一跃成为全球第十大、亚洲第一大的企业级比特币持有者，市值从1300万美元暴涨至55亿美元，足足翻了400多倍！ 如此强势逆转的剧情，究竟是怎么回事？ 疫情打击下的转型冲动 Metaplanet的创始人兼现任CEO Simon Gerovich，曾是一名高盛衍生品交易员。 他在2010年于东京创办了"日本红星酒店"（Red Planet Japan），以运营中低端连锁酒店为主，业务一度顺利扩张，高峰时期员工达127人，旗下有数十家 门店。 但2020年新冠疫情爆发，旅游业全面停摆，公司股价暴跌、前景渺茫。正如Gerovich后来在播客中所说："疫情让公司陷入困境，也迫使董事会和股东急 于寻找新的出路。" 于是，金融业者出身的他带领Metaplanet开始接触加密货币，初期提供区块链咨询、NF ...

Core Insights - Trump Media Technology Group (DJT) has filed an application with the U.S. Securities and Exchange Commission (SEC) to invest in Bitcoin [1] - The company stated that it does not plan to raise funds for this purpose immediately [1] Company Summary - Trump Media Technology Group is exploring investment opportunities in Bitcoin through a formal application to the SEC [1] - The current strategy does not involve immediate fundraising efforts related to the Bitcoin investment [1]

视频游戏零售公司游戏驿站（GME）美股盘后下跌12.36%，该公司计划发行价值17.5亿美元的可转 债。 这有望成为美国市场上2025年迄今最大规模的可转债供应。 3月份，游戏驿站修改了自家的投资政策，从而为投资比特币铺平道路。 ...