时至2026年，比特币与以太坊在2025年创下历史新高（ATH）后，正经历价格回落。对于寻求长期价值 存储、旨在抓住下一个周期机会的投资者而言，当前时点被一些分析师视为重要的战略配置窗口。然 而，选择合适的购买渠道，其重要性不亚于选择标的本身。本文将从长期投资视角出发，深度解析五大 核心购买渠道的优劣，并提供详实的数据与对比，助您在2026年做出最明智的资产配置决策。 一、 长期视角：为何主流数字货币是资产配置的重要一环 根据CoinMarketCap的历史数据，三大主流数字资产在2025年创下历史新高，下表展示了其增长轨迹及 当前市场位置。 | 资产。 | 2020年底价 | 2025年 ATH | 2025年底 | 5年表计回报 | 核心价值主张, | | --- | --- | --- | --- | --- | --- | | | 格, | 价格。 | 价格。 | 网 | | | 比特币· | ~$29.000+ | ~$112,000~ | ~$87000~ | 200.00% + | 数字黄金,价值存储,机构采用。 | | (BTC)+ | | | | | 的是在 | | 以太坊· | ~$750 ...

12月24日，随着全球数字资产配置的不断演进，主权国家对加密货币的探索正迎来新的转折点。 Mhmarkets迈汇观察到，国际货币基金组织（IMF）在最近的一份官方声明中对萨尔瓦多的经济现状给 予了积极肯定的评价，这标志着该国与这一全球金融权威机构之间因比特币持仓而引发的长期紧张关系 正趋于缓和。 萨尔瓦多目前的经济表现展示了其宏观政策的有效性。在市场信心回归、创纪录的侨汇收入以及强劲投 资的共同推动下，该国的经济扩张速度远超市场预期。Mhmarkets迈汇表示，据相关数据显示，萨尔瓦 多今年的实际 GDP 增长率预计将达到 4% 左右，且 2026 年的经济展望也维持在"非常乐观"的水平，这 为其后续的财政改革提供了支撑。 在加密资产储备方面，萨尔瓦多的策略表现得愈发果断。Mhmarkets迈汇表示，在 11 月市场出现剧烈 波动和抛售潮时，萨尔瓦多并未收缩规模，反而策略性地向其国家库存储备增持了超过 1，000 枚比特 币。目前该国政府的总持仓量已攀升至近 7，500 枚 BTC，折合当前市场价值约 6.6 亿美元。这种逆势 增持的行为，凸显了其在该领域长期战略的坚定性。 尽管萨尔瓦多坚持其比特币战略，但M ...

（来源：吴说） 吴说获悉，中国置业投资控股有限公司（736 HK）发布公告称，董事会已决议推进资产配置计划：在 遵守相关法律法规及风险管控前提下，拟使用自有资金于公开市场购买并持有 BNB 及其他合适的数字 资产，作为公司战略储备资产。 来源：市场资讯 ...

（来源：吴说） 吴说获悉，iPower Inc（纳斯达克：IPW）宣布与一家美国机构投资者达成 3000 万美元可转换票据融资 安排，用于启动其数字资产金库（DAT）战略。在首期已承诺的 900 万美元资金中，约 440 万美元将用 于配置比特币和以太坊，其余用于偿还短期贷款及补充营运资金；后续融资中约 80% 资金计划用于购 买数字资产。 ...

2025年12月16日，当美联储降息25个基点的消息持续发酵，全球投资者开始重新审视资产配置策略。在利率下行周期中，以加密货币为代表的数字资产正成 为资金寻找新出口的重要方向。正值市场格局转换之际，新一代全资产交易平台XBIT宣布在全球领先的Web3增长平台Galxe上正式启动封闭Alpha测试，并 拿出1000 USDT真金白银回馈早期支持者，为这个充满变数的投资季注入一抹创新亮色。 降息周期下的投资新选择：一个钱包管理所有资产 美联储威廉姆斯周一公开表示"非常支持降息决定"，而市场分析普遍认为2026年或将迎来更多宽松动作。盛宝集团首席投资策略师指出，就业与通胀数据公 布窗口期可能迅速引发利率重新定价，投资者正寻求能够灵活应对市场波动的资产配置工具。 XBIT的出现恰逢其时。区别于传统交易平台的单一功能，XBIT将加密货币、网络迷因代币、代币化美国股票等多元资产整合于一个自托管钱包中。这意味 着用户无需在多个平台间切换，即可完成从比特币到热门Meme币、从以太坊到纳斯达克科技股的全方位配置——真正实现"一站式"数字资产管理。 此次为期一个月的封闭Alpha测试，正是XBIT向市场展示这一创新理念的首次亮相 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容 而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 Moon Inc. 1723 須予披露交易－ 進一步購買加密貨幣（比特幣） 及 業務最新進展 茲提述恆月控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）日期為二零二五年 二月十六日、二零二五年二月二十三日、二零二五年三月二十一日及二零二五年四月十 四日之公告（「該等公告」），據此，本集團已於公開市場購買約28.88個單位的比特幣，總 代價（包括所有相關交易成本）約為19,653,000港元（相當於約2,520,000美元）（「過往比特幣 購買事項」）。除文義另有所指外，本公告所用詞彙與該等公告所界定者具有相同涵義。 董事會欣然宣佈，於二零二五年十月二十八日（交易時段後），本集團在公開市場進一步 購入約0.6個單位的比特幣，總代價約為533,000港元（相當於約68,000美元）（「進一步比特 幣購買事項」，連同過往比特幣購買事項統稱「比特幣購買事項」）。進一步比特幣購買事 項的代價以現金支付，並 ...

Group 1: Federal Reserve's Impact on Digital Assets - The Federal Reserve's recent decision to cut interest rates by 25 basis points is expected to release trillions of dollars in liquidity into the market, which may drive the development of yield-generating DeFi products and Real World Asset (RWA) tokens [3] - The stablecoin market has reached a size of $13.7 billion, with the combination of stablecoins and RWAs becoming a new trend for institutional funds [3] - Binance has adjusted its perpetual contract minimum quote units to enhance market liquidity, while its C2C "Selected Zone" offers users up to 100% compensation guarantees, significantly reducing risks associated with frozen accounts [3] Group 2: Binance Wallet as a Key Asset Management Tool - Binance Wallet supports multi-chain asset storage, cross-chain trading, and access to yield-generating products, making it suitable for connecting with RWA tokens and yield-bearing stablecoins [3] - The wallet's core functionality is crucial for users' asset allocation strategies, allowing participation in DeFi yield projects directly through the wallet [3] Group 3: Security Measures in Digital Asset Management - Binance Wallet employs a hierarchical deterministic (HD) architecture for private key management, emphasizing the importance of safeguarding the mnemonic phrase to prevent irreversible asset loss [4] - XBIT Wallet, in contrast, offers a decentralized web3 wallet that emphasizes user control over private keys, aligning with the philosophy of decentralized and transparent digital assets [6] Group 4: User Guidelines for Security and Risk Management - Users are advised to generate their mnemonic phrases in a secure environment, verify their backups, and only connect to audited DApps to mitigate risks [9] - The choice between custodial and self-custodial solutions should be based on individual needs, with Binance Wallet being suitable for frequent traders and XBIT Wallet catering to users requiring high control over private keys [10] Group 5: Conclusion on Market Trends - The shift in the Federal Reserve's monetary policy is accelerating the mainstream adoption of digital assets, with both Binance Wallet's convenience and XBIT Wallet's self-control philosophy focusing on private key management and risk awareness [12]

Core Viewpoint - The traditional conflict between Bitcoin purists and altcoin advocates has escalated to a high-risk battleground as companies increasingly allocate digital assets on their balance sheets, transforming the token classification debate into a capital game with real financial stakes [1] Group 1: Asset Allocation and Market Trends - Companies are integrating unprecedented amounts of digital assets into their balance sheets, leading to a capital competition between Bitcoin and altcoins [1] - Institutional investments are flowing into altcoins, with Pantera recently raising $500 million for Solana-related digital asset treasury company Helius, indicating a shift in market dynamics [1] - The market capitalization of Ethereum held by Digital Asset Financial Company (DAT) has surpassed $16 billion, showcasing significant institutional interest in altcoins [5] Group 2: Investment Strategies and Perspectives - Bitcoin is viewed as a stable asset, while altcoins are seen as having growth potential, suggesting a blended investment strategy may be prudent [1] - The debate centers around supply limitations and volatility, with Bitcoin's fixed supply being a cornerstone of its "digital gold" status, while altcoins like Ethereum and Solana lack such restrictions [2] - Altcoins can generate returns through staking and lending strategies, which are less applicable to Bitcoin, highlighting a key differentiation in investment potential [5] Group 3: Market Volatility and Risks - Both asset classes are under pressure from market volatility, with significant price corrections observed in companies associated with Bitcoin and altcoins [6] - The upcoming bear market raises questions about the resilience of altcoins, with warnings from Bitcoin proponents about the potential for many altcoins to become worthless [6] - The current market phase has been termed "DAT summer," emphasizing the unique risk and return profiles of each digital asset [6]

Core Insights - Ethereum (ETH) has become a popular asset among Hong Kong-listed companies, with significant gains reported by several firms following a price surge above $4600 [1][4][11] Group 1: Company Holdings and Gains - Hong Kong-listed company Huajian Medical (01931) reported a floating profit of $482.52 million (approximately HKD 37.87 million) from its strategic reserve of 5190 ETH, purchased at an average price of $3661 [1][5] - Other companies also reported gains: Jinyong Investment holds 527.2 ETH with a floating profit of $46.1 million, Boya Interactive holds 298 ETH with a floating profit of $87.3 million, and Blueport Interactive holds 818 ETH with an estimated floating profit of $171 million [5][6] - The total floating profit from ETH holdings across these four companies reached nearly $787 million (approximately HKD 61.77 million) within a week [6] Group 2: Strategic Approaches to Digital Assets - Companies are adopting differentiated strategies in their cryptocurrency investments: Boya Interactive and Blueport Interactive focus on diversified holdings, while Jinyong Investment is exploring a "light asset model" for Web3 development [7] - Huajian Medical aims to become the largest Ethereum reserve holder, with plans to continuously increase its holdings and a budget of HKD 880 million for future purchases [7][8] Group 3: Market Trends and Institutional Interest - Ethereum's price has increased over 100% this year, driven by technological upgrades and institutional interest [11] - Major institutions, such as BlackRock, have significantly increased their ETH purchases, with a record $12 billion bought in a single week [12] - As of August 5, 59 global companies have added 1.97 million ETH to their balance sheets, indicating a growing trend of corporate adoption of digital assets [12][13]

Group 1 - The core viewpoint of the article highlights that Mengyun Holography (HOLO.US) has achieved significant returns from its strategic investment in crypto assets, amounting to a cumulative investment return of $40.45 million [1] - This achievement signifies a milestone in the company's strategic layout in digital asset allocation and integration of cutting-edge technologies, reinforcing its leading position in the intersection of holographic technology and blockchain innovation [1] Group 2 - The stock performance of Mengyun Holography shows a pre-market increase of 2%, with a closing price of $157.66 and a pre-market price of $161.51 [1] - The company has a total market capitalization of $37.63 billion, with a price-to-earnings ratio (P/E) of 24.67 and a price-to-book ratio (P/B) of -12.764 [1] - The stock has experienced a 52-week high of $168.44 and a low of $104.89, indicating significant volatility in its trading range [1]