过去一个月，随着大型投资者对以太币的需求明显增加，比特币和以太币间的强弱分化正愈发明显。 近来，越来越多的币圈投资者，可能已经注意到了一个有意思的现象——全球最大加密货币比特币正持续高位震荡乃至走软，然而第二大加密货 币以太币则明显要走势更强…… 不少分析师认为，这一走势上的分歧，似乎与大型持有者将持仓从比特币转向以太币有关。 而在上周，一个沉寂七年并突然苏醒的"比特币巨鲸"，显然也加入到了这一币圈内部"乾坤大挪移"的阵营之中。 据悉，上周这位规模超过110亿美元的"比特币巨鲸"出售了价值25.9亿美元(约合185亿人民币)的22,769枚比特币，将资金转换为472920枚现货以太 币(价值22亿美元)，并在去中心化交易所Hyperliquid上建仓了价值5.77亿美元的以太坊永续合约多头头寸。 根据区块链情报平台Lookonchain的数据，周一，该巨鲸在以太币价格为4735美元时，又平掉了价值4.5亿美元的永续合约多头头寸，锁定了价值 3300万美元的利润，随后再度买入了价值1.08亿美元的现货以太币。 | 7 ge | From Y | To T | Amount T | Tole T | From Y ...

加密货币交易者经常追踪币圈巨鲸们的动向，以判断短期市场趋势。 智通财经8月26日讯（编辑 潇湘）近来，越来越多的币圈投资者，可能已经注意到了一个有意思的现象——全球最大加密货币比特币正持续高位震荡乃至走 软，然而第二大加密货币以太币则明显要走势更强…… 不少分析师认为，这一走势上的分歧，似乎与大型持有者将持仓从比特币转向以太币有关。 而在上周，一个沉寂七年并突然苏醒的"比特币巨鲸"，显然也加入到了这一币圈内部"乾坤大挪移"的阵营之中。 据悉，上周这位钱包市值规模超过110亿美元的"比特币巨鲸"出售了价值25.9亿美元(约合185亿人民币)的22,769枚比特币，将资金转换为472920枚现货以太 币(价值22亿美元)，并在去中心化交易所Hyperliquid上建仓了价值5.77亿美元的以太坊永续合约多头头寸。 | Hash | Method | Age 2 | From Y | To | Amount | Token | Price | | --- | --- | --- | --- | --- | --- | --- | --- | | 0x615a6b2a ... | Close Long | 19 mi ...

本文源自：金融界AI电报 以太坊日内一度涨超5%，突破2021年11月初创下的历史最高价4871.42美元，自4月9日年内低点累计涨 超250%，总市值约5900亿美元。 ...

来源：格隆汇APP 格隆汇8月23日｜以太币突破2021年加密货币牛市行情中的顶部（当年11月10日达到4866.400美元）， 创历史新高，报4866.727美元。美联储主席鲍威尔此前暗示，诸多条件"可能保障"降息。 ...

洪灏系莲华资产管理公司管理合伙人&CIO，中国首席经济学家论坛理事 知名分析师、莲华资管首席投资官洪灏在8月上旬一场对话中分析了下半年的诸多投资机会。 他认为，港股肯定有新高，且大幅高过现在，回调就是加仓机会。 洪灏进一步指出，当下全世界都不缺流动性，香港Hibor近期处于1厘以下， 港币又比较弱，还有金管局的货币基础正在扩大，这些都显示出这个系统并不缺钱。 美元反弹到100点仍然是大概率的事， 但大家都会当作是出货机会，因此即使美元技术性反弹，也不意味着流动性的消失。 在投资板块上，他表示新科技看好创新药。 而美股板块上很难选择的话，可以考虑Nasdaq 100指数；美股下半年还会继续上升，继续创新高。 另外，洪灏认为，虽然关税最坏的情况已经过去，但地缘政治没有办法预测， 而最好的应对方法就是买贵金属、黄金和白银，甚至是加密货币，比特币和以太币。 港股肯定有新高 美元反弹不妨碍流动性充裕 我觉得下半年会有很多机会，港股肯定有新高，大幅高过现在， 内地监管是鼓励中资来港上市，港股原本选择的余地少， 不是历史新高，起码有三年新高。 全世界都不缺流动性，香港Hibor近期处于1厘以下，港币又比较弱， 还有我们的金 ...

Core Viewpoint - The company, Boyaa Interactive, is heavily investing in Bitcoin, holding 3,416 BTC with an average cost of approximately $59,300 per coin, positioning itself as a leading Bitcoin holder among Hong Kong-listed companies [1][3][4]. Group 1: Investment Strategy - Boyaa Interactive's chairman, Dai Zhikang, has a strong belief in Bitcoin as a future mainstream asset and has not disclosed any plans to reduce their holdings despite significant unrealized gains [3][4]. - The company has spent over $200 million (approximately 1.5 billion RMB) on Bitcoin acquisitions and plans to use equity and debt financing, along with cash flow from its gaming operations, to further increase its Bitcoin reserves [8][12]. - Boyaa Interactive's Bitcoin holdings have increased steadily, with an average acquisition of over one Bitcoin per day since June 30, 2023 [7][11]. Group 2: Business Operations - The primary business of Boyaa Interactive remains gaming, with 97.3% of its revenue coming from online games, particularly from its flagship game, Texas Hold'em [9][12]. - The company is exploring the integration of Web3 technology into its gaming operations, aiming to create high-quality Web3 games that could attract new users and enhance its existing gaming business [12][13]. - Boyaa Interactive has made investments in Web3 infrastructure and gaming, including a $10 million investment in MTT ESPorts, which focuses on Web3 game development [15][16]. Group 3: Market Performance - The stock price of Boyaa Interactive has seen a significant increase, rising approximately 90% this year, largely attributed to its entry into the cryptocurrency market and the strong performance of Bitcoin [18][20]. - The company aims to emulate the success of Strategy, a major corporate Bitcoin holder, by continuously increasing its Bitcoin reserves and using Bitcoin growth rates as a key performance indicator [20][21]. - Boyaa Interactive's financial reports indicate a decline in revenue from its main game, Texas Hold'em, prompting management to seek growth through international expansion and diversification into Web3 gaming [11][12].

Core Viewpoint - The article highlights the strategic investment in Bitcoin by Boyaa Interactive, led by Chairman Dai Zhikang, positioning the company as a significant player in the cryptocurrency space while maintaining its core business in gaming [1][3][4]. Group 1: Bitcoin Investment Strategy - Boyaa Interactive holds 3,416 Bitcoins, with an average cost of approximately $59,300 per coin, making it the largest holder among Hong Kong-listed companies [1][3]. - The company has shown a strong commitment to increasing its Bitcoin reserves, viewing it as a key strategic asset for the future [4][7]. - Despite market volatility, Boyaa Interactive has continued to accumulate Bitcoin, purchasing approximately 100 Bitcoins for $7.95 million when prices dipped below $80,000 [5][7]. Group 2: Company Background and Leadership - Dai Zhikang, a notable figure in the tech industry, has a history of successful investments in cryptocurrency, including an early investment in Huobi [3][6]. - The company has been in the gaming industry for 20 years, primarily known for its popular game "Texas Hold'em," which has generated significant revenue [8][12]. - Boyaa Interactive's workforce is predominantly focused on gaming, with over 95% of its 226 employees engaged in game-related activities [8]. Group 3: Financial Performance and Future Plans - The company plans to utilize equity and debt financing, along with cash flow from its gaming operations, to further increase its Bitcoin holdings, with a total planned investment of up to $200 million [7][18]. - Boyaa Interactive aims to integrate Web3 technology into its gaming business, believing that this will create synergies and attract new users [12][16]. - The stock price of Boyaa Interactive has seen a significant increase, rising approximately 90% this year, largely attributed to its foray into the cryptocurrency market [16][18]. Group 4: Market Position and Competitive Strategy - Boyaa Interactive aspires to become a leading Web3 company in Asia, drawing inspiration from successful models like Strategy, which is a major corporate Bitcoin holder [18][20]. - The company has already made investments in Web3 infrastructure and gaming, indicating a proactive approach to expanding its digital asset portfolio [16][20]. - The strategic focus includes solidifying its gaming business while aggressively increasing Bitcoin reserves and developing Web3 gaming products [18][20].

Core Insights - Bitcoin price reached a new all-time high of $123,500, surpassing the previous record of $123,205.12 set on July 14 [1][3] - The market for cryptocurrencies, including Bitcoin and Ethereum, is experiencing a surge, driven by favorable legislative conditions and increased demand from companies [3] Group 1: Market Performance - Bitcoin's market capitalization is approximately $2.5 trillion, while Ethereum's market cap is nearly $575 billion, together accounting for 70% of the total global cryptocurrency trading volume [3] - The correlation between speculative assets like cryptocurrencies and mainstream stock indices is evident, with both being driven by similar optimistic sentiments [3] Group 2: Influencing Factors - The recent U.S. inflation data met expectations, reinforcing market predictions for a Federal Reserve rate cut in September, which has led to a shift of funds from blue-chip stocks to more volatile digital assets [3] - Institutional participation through ETFs is seen as a strong driver for Bitcoin's price increase, while Ethereum's rise is attributed to buying activity from corporate finance departments [3]

Group 1: Wage Growth in Australia - Australia's wage price index (WPI) increased by 0.8% quarter-on-quarter and 3.4% year-on-year in Q2 2023, matching the year-on-year growth rate of Q1 but lower than the 4.1% recorded in the same period last year [1] - Private sector wages rose by 0.8% quarter-on-quarter and 3.4% year-on-year, while public sector wages increased by 1.0% quarter-on-quarter and 3.7% year-on-year [1] Group 2: ETF Market Growth - The total size of Australian exchange-traded funds (ETFs) reached a record high of AUD 289.2 billion in July 2023, just shy of the AUD 300 billion mark [1] - Net inflows into ETFs amounted to AUD 5.82 billion in July, surpassing the previous record by AUD 1 billion, with a total increase of AUD 8.7 billion, representing a 3.1% growth [1] - Year-on-year, the ETF market grew by AUD 73.6 billion, reflecting a 34.1% increase [1] Group 3: Bitcoin and Cryptocurrency Market - Bitcoin has reached a new all-time high of USD 123,624, surpassing the previous record of USD 123,236 [5] - Analysts suggest that if Bitcoin breaks the USD 125,000 mark, the next target could be USD 150,000, while Ethereum may rise to USD 5,500 if it surpasses its historical high [5] Group 4: Healthcare Sector Developments - Luye Medical Group is restarting the sale of its Australian mental health service provider, Aurora Healthcare, which it acquired for approximately AUD 938 million in 2016 [6] - The sale was previously halted due to a challenging operating environment post-pandemic, with a notable decline in patient numbers [6] Group 5: CBA and OpenAI Collaboration - Commonwealth Bank of Australia (CBA) has signed a partnership with OpenAI to develop AI services for customers and employees [10] - The collaboration aims to enhance fraud detection capabilities and provide personalized services, while also focusing on training employees in AI applications [10]

财联社硅谷NEWS . 直击科技前沿，尽在硅谷NEWS，由上海报业集团主管主办、财联社、科创板日报联合出品。 比特币价格正在冲击在7月中旬创下的历史高点。据分析，这与特朗普允许美国养老计划投资加密货币，以及传出金条可能被美国征收关税 消息等一系列因素相关。 以下文章来源于财联社硅谷NEWS ，作者马兰 链上期权平台Dervie研究主管Sean Dawson则表示，这轮加密货币的牛市仍有充足的动力。根据波动性数据，预计比特币年底前将达到15 万美元。 但也有投资者采取了相对防御性的策略，以防止出现高于预期的通胀数据。 Dawson认为，市场对通胀数据出现意外的担忧有所加剧，可能会引发小规模恐慌，并导致急剧下滑。 截至发稿，比特币24小时内涨幅高达3.33%，价格突破121000美元。 第二大代币以太币则涨至4350美元，创下2021年12月以来的新 高，而7月以太币价格已经暴涨了78%。 加密货币的上涨源于大型投资者对加密货币日益增长的兴趣。Coingecko汇编的数据显示，数字资产财务公司迄今已积累了价值1130亿美 元的比特币储备。另据strategicethreserve.xyz数据，以太币相关的投资工具 ...