Strategy(MSTR.O)：6月30日至7月6日期间未购买比特币。 比特币/美元 ...

智通财经7月7日电，据Strategy（MicroStrategy）提交给美国SEC的8-K文件披露，截至2025年6月30日， 公司实现比特币未实现账面收益约140.5亿美元，并因此确认了约40.4亿美元的递延税费。公司比特币持 仓总数为597,325枚，账面价值为643.6亿美元，平均成本为70,982美元。 Strategy第二季度比特币账面增值逾140亿美元 ...

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 ...

Group 1 - Figma has shifted its Bitcoin reserves from a marginal strategy to a core asset allocation, holding $69.5 million in Bitwise Bitcoin ETF, which constitutes 4% of its $10.7 billion cash reserves [1] - The company's board has authorized $30 million in USDC stablecoin for future Bitcoin investments, with a total investment of $55 million initiated in March 2024, which has appreciated by 27% in just four months, yielding a profit of nearly $14.5 million [1] - In the first half of 2025, public companies purchased a total of 245,000 Bitcoins, a staggering 375% increase compared to the same period last year, surpassing the net inflow of Bitcoin from spot ETFs [1] Group 2 - The SEC is collaborating with exchanges to establish a universal listing framework for cryptocurrency ETFs, which will streamline the approval process for issuers [3] - The new regulations could potentially allow a majority of the top 50 cryptocurrencies to qualify for ETF listings, igniting institutional interest and opening the door for billions in new capital [3] - Grayscale's crypto basket fund has been approved to convert into an ETF, with high probabilities for Solana, Litecoin, and XRP ETFs, indicating a significant shift in the regulatory landscape [3] Group 3 - Corporate purchases accounted for 1.3% of Bitcoin's total circulation in the first half of 2025, a significant increase from 0.19% at the beginning of 2024, suggesting that public companies may soon surpass ETFs as the largest incremental buyers [4] - Despite the surge in corporate buying, Bitcoin spot ETFs have experienced net outflows, indicating a potential disconnect between corporate demand and market sentiment [4] - Standard Chartered has warned that if Bitcoin falls below $90,000, it could trigger a 10% sell-off, highlighting the risks associated with corporate leverage in Bitcoin investments [4] Group 4 - The divergence between corporate buying and ETF outflows suggests underlying capital flows that may not be immediately visible in market price movements [6] - Hong Kong is enhancing its position as a crypto hub by introducing a stablecoin licensing regime and planning to launch Bitcoin and Ethereum spot ETFs [6] - Geopolitical factors, such as tariff policies, are creating short-term volatility in the market, with significant withdrawals from Bitcoin ETFs as deadlines approach [6] Group 5 - The $90,000 mark is identified as a critical psychological threshold for the market, with potential implications for corporate leverage and ETF dynamics [7] - The launch of the first Asian spot ETF could create liquidity effects that impact market behavior [7] - The timing of the SEC's new regulations could serve as a catalyst for alternative cryptocurrency ETFs, further influencing market trends [7] Group 6 - Figma's inclusion of Bitcoin in its IPO filing signifies a broader trend of institutional capital moving from traditional ETFs to corporate balance sheets [9] - The market is currently experiencing a tug-of-war around the $100,000 Bitcoin level, influenced by both regulatory changes and corporate leverage [9] - The convergence of traditional capital and crypto-native assets is leading to a significant transformation in financial strategies [9]

Core Viewpoint - Strategy (formerly MicroStrategy) has invested approximately $531.9 million to acquire 4,980 bitcoins at an average price of about $106,801 each, reflecting a strategic move to bolster its cryptocurrency holdings [1] Investment Details - The acquisition took place between June 23 and June 29, with the total investment amounting to approximately $531.9 million [1] - As of June 29, 2025, the company holds a total of 597,325 bitcoins, which were purchased at an average price of about $70,982 each, resulting in a total cost of approximately $42.4 billion [1] Investment Performance - The investment in bitcoins has yielded a return of 19.7% since the beginning of 2025 [1]

比特币/美元 Strategy新购入10,100个比特币，总持有量为592100个 金十数据6月16日讯，比特币大户Strategy公司联合创始人Michael Saylor在社交平台表示，公司在10.408 万美元的水平斥资10.5亿美元购入10100枚比特币。2025年迄今的比特币收益率为19.1%。截至2025年6 月15日，我们持有592,100个比特币，累计购入成本约为418.4亿美元，每枚比特币的平均成本价格约为 70,666美元。 ...

比特币大户Strategy在6月9日至6月15日期间购买了10,100枚比特币。 ...

Core Insights - Metaplanet has transformed from a struggling budget hotel company into the world's tenth-largest and Asia's largest corporate holder of Bitcoin, with a market value skyrocketing from $13 million to $5.5 billion, a more than 400-fold increase [2][5] Group 1: Company Background - Metaplanet was founded by Simon Gerovich, a former Goldman Sachs derivatives trader, in 2010, initially operating mid-range hotel chains under the brand "Red Planet Japan" [3] - The company faced severe challenges during the COVID-19 pandemic, leading to a significant drop in stock price and a bleak outlook [3] Group 2: Strategic Shift - The decision to pivot towards cryptocurrency was driven by the need for new revenue streams as the pandemic devastated the travel industry [3][5] - Inspired by the success of MicroStrategy, which began purchasing Bitcoin in 2020, Metaplanet adopted a similar strategy [4][5] Group 3: Financial Moves - In April 2024, Metaplanet sold nearly all its hotel assets, retaining only one location in Tokyo, which was rebranded as a "Bitcoin hotel" [5] - The company invested all proceeds into Bitcoin, acquiring 8,888 BTC at an average price of $90,000, currently valued at approximately $829 million [5] Group 4: Market Performance - Metaplanet's stock price surged by 1,700% within a year, making it one of the most traded stocks in Japan [5] - However, analysts have raised concerns about the sustainability of this growth, noting that the current stock price implies a Bitcoin value of nearly $600,000, five times its actual market price [7] Group 5: Future Plans - Gerovich announced plans to raise $5.4 billion by 2027 to purchase an additional 210,000 Bitcoins, which would represent 1% of the total global supply [8] - The company's ambition is to become the Asian equivalent of MicroStrategy, but this strategy has drawn skepticism regarding its reliance on Bitcoin price appreciation [8]

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]

Group 1 - GameStop (GME) shares fell 12.36% in after-hours trading following the announcement of a $1.75 billion convertible bond issuance [1] - The convertible bond issuance is expected to be the largest in the U.S. market for 2025 to date [1] - In March, GameStop revised its investment policy to pave the way for investments in Bitcoin [1]