Core Viewpoint - The company has decided not to proceed with its planned investment in cryptocurrencies and commodities due to the associated risks and the management team's lack of expertise in these markets [1] Group 1 - The company announced on November 7, 2025, that it will not continue with its proposed purchase of cryptocurrencies and commodities [1] - A budget of HKD 24 million allocated for this investment plan has been canceled [1] - Since the announcement, the company has not made any purchases of cryptocurrencies or commodities [1]

Core Viewpoint - The company has decided not to proceed with its planned investment in cryptocurrencies and commodities due to the associated risks and the management team's lack of expertise in these markets [1] Group 1 - The board of directors approved the cancellation of a budget of HKD 24.0 million for the cryptocurrency and commodity investment plan [1] - Since the announcement, the company has not purchased any cryptocurrencies or commodities [1]

Group 1 - The proportion of traditional hedge funds holding cryptocurrencies increased from 47% in 2024 to 55% this year, according to a PwC survey [1] - The survey included 122 global institutions managing nearly $1 trillion in assets [1] - Bitcoin is the most held asset among cryptocurrency-focused funds, followed by Ethereum and Solana [1] Group 2 - For most hedge funds, cryptocurrencies represent one of many strategies, with an average allocation of 7%, and over half of the funds have allocations below 2% [1] - 71% of respondents plan to increase their cryptocurrency exposure in the next 12 months [1] - Among respondents with cryptocurrency exposure, 67% are using crypto derivatives, up from 58% in 2024, while the proportion of spot cryptocurrency trading rose from 25% to 40% [1]

（来源：吴说） 吴说获悉，据 @ai_9684xtpa 监测，7 Siblings 仍在持续买入。过去 14 小时内，他们已在链上以均价 3654.59 美元买入 15,092.8 枚 ETH，价值 5515 万美元。上一次买入是在 10 月 17 日的下跌中，当时花 费 1000 万美元买入 2662.55 枚 ETH，成本为每枚 3755.79 美元。截至目前，7 Siblings 链上共持有 128,205.83 枚 ETH，价值约 4.64 亿美元。 ...

Core Insights - Binance founder Changpeng 'CZ' Zhao made a personal investment in the ASTER crypto token, purchasing 2,090,598.14 tokens for approximately $2 million at an average price of $0.91 per token, which led to a significant market rally for ASTER [1][2] - Following CZ's announcement, the price of ASTER surged from around $0.90 to $1.25, marking an increase of approximately 35%, before stabilizing at around $1.07 [1][2] - The announcement triggered a surge in trading volume across Binance and other platforms, reaching $2.5 billion [2] Market Reaction - The social media response to CZ's post was immediate, with the ASTER token experiencing a rapid price increase within an hour of the announcement [2][3] - CZ's comments hinted at further potential purchases of ASTER, indicating ongoing interest in the token [3] Tokenomics Update - The recent rally of ASTER was also supported by updates to its tokenomics, including a new buyback and airdrop model announced on October 31 [4] - The new plan involves burning 50% of all buybacks from both S2 and S3, which aims to reduce the overall token supply, while the remaining 50% will be allocated to a locked airdrop address to reward long-term holders [4][5] - These changes are intended to enhance long-term price stability for the ASTER token [5]

Group 1 - The core point of the article is that Hengyue Holdings (01723.HK) has purchased approximately 6.12 units of Bitcoin for a total cost of about 5.242 million HKD, indicating the company's continued investment in cryptocurrency [1] - Hengyue Holdings reported a mid-term revenue of approximately 106 million HKD, which represents a year-on-year increase of about 7.65% [2]

Michael Saylor's Strategy (NASDAQ: MSTR) released its third-quarter earnings after market close on Oct. 30 with net income soaring to $2.8 billion. Its diluted earnings per share (EPS) were $8.42, beating analyst expectations of $8.15. As of Oct. 26, 2025, Strategy reported holding 640,808 BTC, acquired for $47.44 billion at an average price of $74,032 per coin. The company said it achieved a 26% BTC yield year-to-date, generating $12.9 billion in Bitcoin gains amid the 2025 crypto bull market. Looking a ...

Group 1 - Strategy added 390 BTC to its holdings, bringing the total to 640,808 BTC at an average purchase price of $74,032 per coin, with an aggregate cost basis of $47.44 billion [1] - For the fourth consecutive week, Strategy did not utilize its at-the-market program for MSTR shares, maintaining a remaining issuance capacity of $15.909 billion [2] - The latest Bitcoin purchases cost $43.4 million at an average of $111,117 per coin, funded through the sale of preferred stock under its STRF, STRK, and STRD ATM programs, with net proceeds of $19.4 million from STRF shares, $17.0 million from STRK shares, and $7.0 million from STRD shares sold [3] Group 2 - The last issuance of MSTR common stock under the ATM occurred in the week of September 22–28, raising $116.4 million in net proceeds primarily for paying dividends on preferred shares [4] - At the time of publication, MSTR shares were up 3.5% during pre-market hours [5]

Group 1 - Hong Kong Stock Exchange data shows that on October 23, shareholders of Haotian International Construction Investment (01341) deposited stocks into Haitong International Securities, with a market value of HKD 171 million, accounting for 7.38% [1] - Haotian International Construction Investment announced that as of the date of the announcement, the company has purchased a total of 646 units of Ethereum through open market transactions, with a total price of approximately USD 2.71 million (excluding transaction costs) [1]

吴说获悉，据 Lookonchain 监测，Machi（台湾歌手黄立成）在遭清算后再次向 Hyperliquid 存入 28.4 万 USDC，继续做多 ETH。其当前持仓为 2,300 枚 ETH（约 880 万美元），清算价为 3,680.92 美元。该账 户从累计盈利 4484 万美元转为累计亏损超 1370 万美元。 （来源：吴说） 来源：市场资讯 ...