Cohne表示："这给了他们一个提升业绩的机会。" 虽然目前持有加密货币的共同基金数量还很少，但他 预计，随着加密货币行业逐渐被金融主流所接受，投资加密货币的基金数量将会增加。 多年来，普通的股票共同基金一直在流失资金。但过去一年比特币价格飙升100%，给规模达9万亿美元 的主动管理型基金投资组合带来了提振。截至7月的12个月期间，通过交易所交易基金(ETF)投资比特币 的10只基金中，有7只基金的回报率平均高出基准指数22个百分点。 对此，Bloomberg Intelligence的David Cohne表示，虽然选股也对这些基金的优异表现起到了重要作用， 但比特币也带来了显著的提振作用。 该策略师发现，其中一只基金Kinetics Internet Fund(WWWFX)，其3.48 亿美元资产中约有一半投资于两 只Grayscale 比特币ETF，这些ETF在此期间表现超出基准标普500 指数23个百分点。WWWFX大部分回 报来自与代币挂钩的产品。 尽管加密货币行业因充斥着非法活动而饱受诟病，但即使考虑到大幅下跌的影响，比特币年复一年的惊 人涨幅也令人难以忽视。尽管许多股票共同基金经理仍受投资规定限 ...

Group 1 - The company reported a revenue of HKD 223 million for the six months ending June 30, 2025, representing a year-on-year decline of 5.2% [2] - Profit attributable to owners decreased by 27.8% to HKD 226 million, with basic earnings per share at HKD 0.3364 [2] - The company holds approximately 3,353 bitcoins (average cost of USD 58,695 per bitcoin) and about 298 ethers (average cost of USD 1,661 per ether), primarily for Web3 game development [2] Group 2 - Cumulative fair value gains from digital assets amounted to approximately HKD 1.19 billion, with HKD 19 million recognized in the first half of 2025 [2] - The company recorded a non-audited adjusted net profit of approximately HKD 240 million, a year-on-year decrease of about 24.3%, mainly due to reduced fair value growth of digital assets compared to the previous year [2] - Excluding one-time factors such as fair value changes of financial assets, the adjusted net profit decreased by approximately 42.6%, attributed to slight revenue decline and reduced bank deposit interest income due to cryptocurrency purchases [2]

Group 1: Market Overview - The U.S. stock market opened with narrow fluctuations, with the three major indices showing mixed results, while cryptocurrency-related stocks surged significantly, with BitMine Immersion rising over 35% [1][3] - The lithium mining sector also saw strong performance, with Sigma Lithium up over 16% and Lithium Americas up over 8% [3] Group 2: Cryptocurrency Market Dynamics - The rise in cryptocurrencies like Bitcoin is attributed to multiple favorable factors, including continuous institutional inflows into Bitcoin and Ethereum spot ETFs, and increasing expectations for Federal Reserve interest rate cuts [1][4] - Analysts expect Bitcoin to potentially break its historical high this month due to a positive macroeconomic outlook supporting risk assets [1] Group 3: Institutional Interest and Investment Trends - Large investors are increasingly interested in cryptocurrencies, with nine Ethereum spot ETFs in the U.S. attracting over $6.7 billion in net inflows this year [6] - Companies focusing on accumulating cryptocurrencies have also contributed to the price increases of Bitcoin and Ethereum, with digital asset financial companies holding approximately $113 billion in Bitcoin reserves and around $13 billion in Ethereum [6] Group 4: Future Projections and Sentiment - Analysts predict that Ethereum may reach new historical highs more easily than Bitcoin, especially if the weekly closing price exceeds $4,100 [5] - The sentiment in the options market reflects bullish expectations for Ethereum, with a put-call ratio of 0.39 and significant concentration of call options at a $6,000 strike price [6] Group 5: Notable Institutional Moves - Harvard Management Company has made substantial investments in Bitcoin ETFs, acquiring 1.9 million shares of BlackRock's iShares Bitcoin ETF valued at $116.7 million [7] - The Trump family is also exploring cryptocurrency investments, with discussions around a company that would hold WLFI tokens [7]

Group 1 - The company reported a revenue of HKD 223 million for the six months ending June 30, 2025, representing a year-on-year decrease of 5.2% [1] - Profit attributable to owners decreased by 27.8% to HKD 226 million, with basic earnings per share at HKD 0.3364 [1] - The company holds approximately 3,353 Bitcoins at an average cost of USD 58,695 per Bitcoin and about 298 Ether at an average cost of USD 1,661 per Ether, primarily for Web3 game development [1] Group 2 - The unaudited adjusted net profit for the six months ending June 30, 2025, was approximately HKD 240 million, a decrease of about 24.3% compared to HKD 317 million in the same period of 2024 [2] - The decrease in adjusted net profit was mainly due to a reduction in the fair value growth of digital assets compared to the previous year [2] - Excluding one-time factors such as fair value changes of financial assets, the adjusted net profit decreased by approximately 42.6% year-on-year, attributed to a slight decline in revenue and reduced interest income from bank deposits due to cryptocurrency purchases [2]

Group 1 - The company reported a revenue of HKD 223 million for the six months ending June 30, 2025, representing a year-on-year decrease of 5.2% [1] - The profit attributable to the company's owners was HKD 226 million, down 27.8% year-on-year, with basic earnings per share at HKD 0.3364 [1] - The company held approximately 3,353 Bitcoins at an average cost of USD 58,695 per Bitcoin and about 298 Ether at an average cost of USD 1,661 per Ether, primarily for Web3 game development [1] Group 2 - The unaudited adjusted net profit for the six months ending June 30, 2025, was approximately HKD 240 million, a decrease of about 24.3% compared to HKD 317 million in the same period of 2024 [2] - The decrease in adjusted net profit was mainly due to a reduction in the fair value growth of digital assets compared to the previous year [2] - Excluding one-time factors such as fair value changes of financial assets, the adjusted net profit decreased by approximately 42.6% year-on-year, attributed to a slight decrease in revenue and reduced interest income from bank deposits due to cryptocurrency purchases [2]

Group 1 - Bitcoin experienced significant volatility recently, with its value surging 3.2% on August 11, surpassing the critical level of $122,000 [1] - After reaching a historical high of $120,000 on July 14, Bitcoin's price has shown a rebound trend in recent trading days [1] - Ethereum also performed well, climbing above $4,300, marking its highest level since December 2021 [2] Group 2 - Approximately 100,000 investors globally suffered losses due to liquidations amid market volatility [2] - In the last 24 hours, liquidations totaled $120 million, with long positions accounting for $8.823 million and short positions for $110 million [4] - Institutional interest in cryptocurrencies has significantly increased, with investment tools holding $113 billion in Bitcoin and about $13 billion in Ethereum [5] Group 3 - The rise in Bitcoin's price is attributed to sustained inflows from institutional funds, particularly from corporate finance and U.S. spot ETFs [5] - The market sentiment shifted positively following new tariffs on imported gold bars, benefiting Bitcoin as a borderless, tariff-free store of value [5] - Experts predict that positive macroeconomic outlooks will continue to support risk assets, including cryptocurrencies, with Bitcoin potentially breaking historical highs this month [5] Group 4 - There is an increased correlation between Nasdaq and Bitcoin, which explains the recent price movements of Bitcoin [6] - Optimistic expectations regarding the possibility of interest rate cuts by the Federal Reserve have also influenced market dynamics [6] - Investors are heavily favoring bullish options for Bitcoin and Ethereum, reflecting bets on the timing of macro rate cuts and the ongoing acceptance of cryptocurrencies in traditional finance [7]

Group 1 - Bitcoin experienced a surge of 3.2%, surpassing $121,000, following a historical high of over $120,000 on July 14, with recent trading showing a rebound trend [1] - Ethereum rose above $4,300, marking its highest level since December 2021 [1] - In the last 24 hours, nearly 100,000 traders faced liquidation in the cryptocurrency market [2] Group 2 - Large investors are increasingly interested in cryptocurrencies, with "digital asset financial companies" holding approximately $113 billion in Bitcoin and around $13 billion in Ethereum [5] - Bitcoin's rise is attributed to institutional capital inflows, the introduction of U.S. spot ETFs, and a shift in market sentiment following new tariffs on imported gold bars [5] - The correlation between Bitcoin and Nasdaq has strengthened, explaining recent price movements, as Bitcoin is often referred to as "digital gold" [5][6] Group 3 - Optimistic expectations regarding the potential for interest rate cuts by the Federal Reserve are influencing the stock market [6] - The focus is shifting to the upcoming July Consumer Price Index report, with economists predicting a 0.1 percentage point increase in the annual inflation rate to 2.8% [6] - Positions in Bitcoin and Ethereum are heavily skewed towards bullish options for September and December, betting on macroeconomic easing and the continued acceptance of cryptocurrencies in traditional finance [7]

8月11日，比特币一度上涨3.2%，突破12.2万美元。7月14日，比特币首次突破12万美元并创历史新高后持续震荡下行，近几个交易日则呈现反 弹态势。上周末，以太坊大涨至4300美元上方，创下自2021年12月以来的最高水平。 截至下午5:30左右，比特币的价格为121452美元，上涨了2.63%。与此同时，其他加密货币价格也出现大幅度的上涨，如以太坊价格上涨了 1.38%。 | Name | | Price | 24H % - | | --- | --- | --- | --- | | | Bitcoin BTC | $121,452.26 | +2.63% | | | Ethereum | $4,277.12 | +1.38% | | | ETH | | | coinglass显示，近24小时全球有近10万人爆仓。 | SOL XRP DOGE =Q | | --- | | ETH | | BTC | | 全部 | | 1小时爆仓 | 多单爆仓 | 空单爆仓 | | --- | --- | --- | | $215.4万 | $93.2万 | $122.3万 | | 4小时爆仓 | 多单爆仓 | 空单爆仓 ...

受消息影响，锂价与锂矿股大幅上涨！有分析指出，这意味着短期内锂价将有很大的上涨空间。 今天创业板大涨的原因，是宁德时代立了大功！ 据美国银行的数据，该矿是中国锂业重镇宜春最大的矿山，占全球产量约6%，而该地区其他矿山至少还占到全球供应的5%。 市场共4188只个股上涨，84只个股涨停，1068只个股下跌。 | 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | 84 | | 涨幅 > 7% | 181 | | 涨幅 5-7% | 182 | | 涨幅 3-5% | 488 | | 涨幅 0-3% | 3336 | | 跌幅 0-3% | 977 | | 跌幅 3-5% | 69 | | 跌幅 5-7% | 15 | | 跌幅 > 7% | 7 | | 其中 跌停 | 12 | | 上涨家数 | 4188 | | 下跌家数 | 1068 | | 平盘停牌 | 166 | | 总品种数 | 5422 | | 总成交额 | 18499.17亿 | | 总成交量 | 127413.8 / | | 涨家增减 | 1477 | | 涨家增幅 | 54.48% | | 指数量比 | 1.08 | ...

图1 本轮加密货币上行行情与大型投资者布局密切相关。据Coingecko数据，专注于加密资产积累的上市数字资产财务公司，目前已持有价值1130亿美元的比特 币储备。而聚焦以太坊的同类投资工具，根据strategicethreserve.xyz统计，持仓规模也达到约130亿美元。 BTC Markets加密货币分析师Rachael Lucas指出，比特币创新高得益于多重利好：机构资金持续流入企业债券与美国现货ETF，叠加美国对进口金条加征新 关税后市场情绪转变。在黄金面临供应瓶颈与政策风险的背景下，比特币作为无国界、免关税的价值存储载体，正获得越来越多投资者青睐。 值得关注的是，特朗普家族在加密领域的布局持续发酵。美国总统唐纳德·特朗普之子埃里克·特朗普在多家数字资产实体持有金融利益，其近期在社交平台 X上对以太坊涨势表示肯定。据报道，投资者正就特朗普家族支持的World Liberty Financial项目展开磋商，该计划拟通过上市公司形式持有WLFI代币。 随着机构投资者与企业资金买家需求持续释放，数字资产市场迎来新一轮涨势，比特币价格接近历史高位，截至发稿，比特币涨幅达3.2%，价格触及12.2万 美元 ...