"币圈龙头股"MicroStrategy正面临一项可能动摇其市场地位的潜在风险：被全球指数提供商MSCI剔 除。 分析师Nikolaos估计，在当时MicroStrategy约590亿美元的市值中，大约有90亿美元由追踪各类指数 的投资工具持有。其中，明确追踪MSCI指数的资金规模约为28亿美元。这意味着，一旦剔除决定生 效，将可能触发规模达28亿美元的强制性卖盘。 指数提供商MSCI提议，可能将其全球可投资市场指数中的"数字资产财库公司"剔除，而 MicroStrategy是此类公司的典型代表。据摩根大通分析，若被剔除，MicroStrategy的估值将面 临"相当大的压力"，可能引发追踪MSCI指数的基金抛售约28亿美元的股票。过去一年，该公司股价已 跌57%。 指数巨头MSCI在近期发布的一份声明中提议，将持有大量数字资产作为库存储备的公司（即"数字资 产财库公司"，DATs）从其全球可投资市场指数中剔除。作为因持有巨额比特币而闻名的典型代表， MicroStrategy首当其冲。 对此，摩根大通Nikolaos Panigirtzoglou分析师团队指出，这一猜测可能是导致MSTR股价近期承压的 因素 ...

来源：市场资讯 （来源：吴说） 吴说获悉，AVAX One Technology Ltd. 宣布董事会批准一项规模最高 4,000 万美元的股票回购计划，为 期一年，可根据市场状况、监管要求和资本配置选择在公开市场等方式回购，且可随时调整或终止。公 司表示将按需评估进一步回购安排。AVAX One 是一家在纳斯达克上市、提供 Avalanche（AVAX）生态 相关敞口的公司，业务涵盖数字资产财库建设及相关投资。 ...

来源：市场资讯 （来源：吴说） 吴说获悉，Tron Inc.（纳斯达克：TRON）发布 2025 年第三季度业绩，净利润 1217 万美元，去年同期 亏损 112 万美元；股东权益超过 2.39 亿美元，资产包括现金、TRX 及质押 sTRX 代币。公司称，本季 度最大股东追加 1.1 亿美元用于扩大 TRX 持仓，数字资产策略显著提振财务表现。 ...

CleanCore Solutions, Inc. announced fiscal first quarter 2026 financial results ending September 30, with a focus on its recent pivot to embracing leading meme coin Dogecoin as a treasury asset. But the firm’s year-over-year losses spiked, plus DOGE is down big over the past month, and CleanCore’s stock price—the shares trade under ZONE on the NYSE American—hit a record low on Thursday following the announcement, and amid a broader stock market swoon. ZONE dipped to a record low of $0.373 on Thursday, per d ...

中国置业投资(00736)发布公告，于2025年11月13日，本公司及军源数字科技(深圳)有限公司(军源数字) 订立合作框架协议(框架协议)，内容有关共同推动真实世界资产(RWA)模式的创新应用。 根据框架协议，双方将合作利用香港的商业优势及区块链技术，为RWA产品建立全球资本化路径，以 确保交易安全、透明。这包括透过"中国移动（600941）链"接收数字资产包、透过稳定币结算系统协助 法定货币及数字货币兑换，以及在一级及二级市场进行RWA产品的结算。同时，军源数字将运用人工 智能、区块链安全及监管平台推动资产数字化，将实物资产转换为合规的真实数据资产(RDA)及RWA产 品，传输脱敏数据，完成监管备案，并维护持续交付的优质资产的可持续管道。 根据框架协议，本公司的主要职责是提供资源协助建立RWA产品的资本化路径。军源数字将引领资产 数字化，以确保为RDA及RWA产品的布局提供稳定供应。 订立框架协议符合本公司进军RWA领域的策略规划。透过与军源数字的资源互补及合作，本公司得以 提升其在RWA领域的专业能力与项目执行效率。 鉴于全球机构对数字资产的接受度不断提高，本公司认为RWA业务具有增长潜力，RWA融资将 ...

格隆汇11月13日丨中国置业投资(00736.HK)公告，于2025年11月13日，公司及军源数字科技(深圳)有限 公司("军源数字")订立合作框架协议，内容有关共同推动真实世界资产("RWA")模式的创新应用。 根据框架协议，双方将合作利用香港的商业优势及区块链技术，为RWA产品建立全球资本化路径，以 确保交易安全、透明。这包括透过"中国移动链"接收数字资产包、透过稳定币结算系统协助法定货币及 数字货币兑换，以及在一级及二级市场进行RWA产品的结算。同时，军源数字将运用人工智能、区块 链安全及监管平台推动资产数字化，将实物资产转换为合规的真实数据资产及RWA产品，传输脱敏数 据，完成监管备案，并维护持续交付的优质资产的可持续管道。 根据框架协议，公司的主要职责是提供资源协助建立RWA产品的资本化路径。军源数字将引领资产数 字化，以确保为RDA及RWA产品的布局提供稳定供应。 ...

智通财经APP讯，中国置业投资(00736)发布公告，于2025年11月13日，本公司及军源数字科技(深圳)有 限公司(军源数字)订立合作框架协议(框架协议)，内容有关共同推动真实世界资产(RWA)模式的创新应 用。 根据框架协议，双方将合作利用香港的商业优势及区块链技术，为RWA产品建立全球资本化路径，以 确保交易安全、透明。这包括透过"中国移动链"接收数字资产包、透过稳定币结算系统协助法定货币及 数字货币兑换，以及在一级及二级市场进行RWA产品的结算。同时，军源数字将运用人工智能、区块 链安全及监管平台推动资产数字化，将实物资产转换为合规的真实数据资产(RDA)及RWA产品，传输脱 敏数据，完成监管备案，并维护持续交付的优质资产的可持续管道。 根据框架协议，本公司的主要职责是提供资源协助建立RWA产品的资本化路径。军源数字将引领资产 数字化，以确保为RDA及RWA产品的布局提供稳定供应。 订立框架协议符合本公司进军RWA领域的策略规划。透过与军源数字的资源互补及合作，本公司得以 提升其在RWA领域的专业能力与项目执行效率。 鉴于全球机构对数字资产的接受度不断提高，本公司认为RWA业务具有增长潜力，RWA融 ...

Core Insights - The UAE is recognized as one of the most advanced digital asset markets globally according to the "2025 Global Digital Assets Report" [1] Regulatory Framework - The UAE has promoted the development of stablecoins and tokenized assets through a licensing framework, regulatory sandbox, and institutional pilot projects, balancing innovation with investor protection [1] - The "activity-based licensing" model of Dubai VARA and Abu Dhabi FSRA has been acknowledged, placing the UAE alongside Singapore and Switzerland as one of the countries with the highest regulatory maturity [1]

Group 1 - Bitcoin experienced a significant decline, dropping below $100,000 and entering a technical bear market, down over 20% from its all-time high of $126,272.76 on October 6 [1] - The decline in Bitcoin also affected publicly traded companies heavily invested in Bitcoin, such as Strategy (MSTR.US), which saw its stock price fall over 16% year-to-date [1] - Strategy announced plans to issue 7.75 million euros of preferred stock with a 10% coupon rate, raising approximately $700 million, marking its fifth preferred stock issuance [1] Group 2 - Strategy's market capitalization has fallen to $66 billion, nearly equal to its Bitcoin holdings valued at $65 billion, while the company carries $8 billion in debt and $6.7 billion in preferred stock [2] - The company incurs annual interest expenses of $689 million on its preferred stock and debt, raising concerns about its ability to meet these obligations [2] - Despite the challenges, the CFO emphasized that the company has sufficient financing channels and management remains committed to not selling Bitcoin [2]

Group 1 - The "2025 Digital Port Venture Capital Forum" was held in Hong Kong, focusing on the new landscape of global venture capital driven by AI and other frontier technologies [1] - Hong Kong has risen three places to rank fourth in the latest "2025 World Digital Competitiveness Ranking," showcasing its commitment to becoming an international innovation and technology hub [1] - The Digital Port has attracted around 470 companies, with a 1:9 investment ratio from the "Digital Port Investment Entrepreneurship Fund," connecting entrepreneurs with market funding [1] Group 2 - Digital Port companies raised nearly HKD 3.4 billion from October 2024 to September 2025, with a cumulative total of HKD 46 billion [2] - Notable recent funding successes include companies like Klook, Bowtie Life, KPay, and Hashkey Group, reflecting strong market interest in AI, blockchain, and digital assets [2] - The Digital Port welcomed 10 new listed companies this year, including Minglue Technology and Cloudwalk Technology, and two unicorns valued at USD 1.3 billion and USD 2.5 billion, respectively [2] Group 3 - Minglue Technology, which went public on November 3, leverages AI core technology to provide data intelligence products and solutions to 135 Fortune 500 companies globally [3] - The Digital Port Investor Network has tripled its performance over the past year, acting as a key bridge for startups to secure significant funding [3] - The establishment of the "AI Investment Circle" aims to match AI companies with sustained growth potential to global investment opportunities [3]