公开资料显示，Bitkub成立于2018年，由泰国证券交易委员会(SEC)授权运营，总部位于泰国曼谷，是 泰国规模最大的加密货币交易所。Bitkub致力于提供安全、便捷的加密货币交易服务，支持比特币、以 太坊等主流数字货币与泰铢的直接兑换。 另外，Bitkub重新评估上市地点，也与香港正积极将自身打造成"亚洲数字资产中心"的战略不谋而合。 2025年6月26日，香港特区政府发布《香港数字资产发展政策宣言2.0》，向世界亮出"成为全球领先数 字资产中心"的雄心。报道指出，Bitkub在港上市或提升香港数字资产中心的地位。 智通财经APP获悉，据媒体报道，泰国加密货币交易所Bitkub正在评估赴港进行首次公开募股(IPO)的可 能性。知情人士透露，Bitkub最早可能于明年在香港上市，筹资约2亿美元。公司已就上市计划与顾问 展开初步磋商，但相关讨论仍在进行中，具体细节可能会发生变动。据了解，Bitkub曾考虑泰国本地上 市，但由于泰国股市表现疲弱，IPO计划最终未能启动。Bitkub方面尚未回应置评请求。 ...

| | | Three months ended | | | Nine months ended | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | September | | September | | September | September | | | | 30, | | 30, | | 30, | 30, | | | ($ in millions) | 2025 | | 2024 | | 2025 | 2024 | | | Non-IFRS Financial Measures | | | | | | | | | Adjusted transaction revenue | તે | 26.7 ക | | 32.9 કે | 92.8 | ਟੇ | 112.3 | | Adjusted revenue | ਫ | 76.5 | કે | 44.6 ટે | 195.9 | ਕੇ | 158.8 | | Adjusted EBITDA | ಕ್ | 28.6 | த | 7.7 $ | 49.8 | તે | 36.3 | | Adj ...

格隆汇11月19日｜加密货币交易平台Bullish第三季度调整后营收为7650万美元，每股收益0.1美元。 ...

全球最大加密货币交易所之一Kraken从华尔街顶级做市商Citadel证券获得2亿美元战略投资，估值达到 200亿美元，这是传统金融巨头加速拥抱数字资产的最新信号。 据媒体周三报道，Kraken发言人证实了这笔融资。此前，该交易所于去年9月完成6亿美元融资，彼时估 值为150亿美元，投资方包括Jane Street、DRW、红杉中国、Oppenheimer、Tribe Capital以及Kraken联席 CEO Arjun Sethi的家族办公室。 此次融资距离该公司上一轮融资仅数月之隔。两轮融资总计8亿美元，将为Kraken明年的IPO计划奠定 更坚实的资本基础。 Citadel证券总裁Jim Esposito在声明中表示，"我们很高兴支持Kraken的持续增长，帮助塑造市场数字创 新的下一篇章。"根据新闻稿，该做市商将与Kraken在风险管理和市场结构分析等领域展开合作。 Citadel证券加速布局数字资产 Citadel证券对Kraken的投资是这家美国最大做市商之一转向数字资产的最明确信号。 由Ken Griffin创立的Citadel证券历来避免在加密货币交易所进行做市或投资数字资产，主要原因是美国 ...

Bullish是一家由亿万富翁科技投资者彼得・蒂尔支持的加密货币交易所，计划于11月19日发布第三季度 财报。该交易所第二季度调整后营收为5700万美元，较去年同期的6700万美元有所下滑；净利润为 1.083亿美元，而去年同期净亏损1.164亿美元。 方舟投资今年一直在积极调整其加密货币相关持仓。上周四，该公司就曾买入728万美元的Bullish股 份，同时还购入了1556万美元的Circle股票和886万美元的BitMine股票。 根据方舟投资周一的交易报告，方舟创新ETF（ARKK）买入191,195股Bullish股票，方舟下一代互联网 ETF（ARKW）购入56,660股，方舟金融科技创新ETF（ARKF）也增持了29,208股Bullish股份。 此次方舟投资增持之际，Bullish股票在纽约证券交易所走低，周一收盘下跌4.5%，报36.75美元。 来源：环球市场播报 "木头姐"凯西・伍德旗下的方舟投资（Ark Invest）周一通过三只ETF斥资1020万美元买入加密货币交易 所Bullish的股份，持续扩大在加密货币相关领域的持仓敞口。 ...

Core Insights - SoFi has reopened cryptocurrency trading services for retail investors after a two-year hiatus to obtain a national banking charter [1] - The company plans to extend this trading feature to all 12.6 million customers by the end of 2025 [1] Company Summary - SoFi previously offered cryptocurrency buying, selling, and holding features but suspended these services to secure regulatory approval [1] - The reintroduction of cryptocurrency trading includes popular assets like Bitcoin and Ethereum [1]

Core Viewpoint - SoFi has reopened cryptocurrency trading services for retail customers after a two-year hiatus to obtain a national banking license, planning to fully roll out the service to all 12.6 million customers by the end of 2025 [1] Group 1 - SoFi previously offered cryptocurrency buying and holding features but suspended them to secure regulatory approval [1] - The reopening of services includes trading permissions for Bitcoin, Ethereum, and other crypto assets for select retail customers starting Tuesday [1] - The company aims to expand access to its entire customer base of 12.6 million by the end of 2025 [1]

Core Viewpoint - Baillie Gifford's Q3 2025 investment strategy reflects a focus on long-term growth, with significant new positions in cryptocurrency and aerospace, while reducing exposure to certain high-valuation tech stocks [1][5]. New Positions and Significant Increases - Baillie Gifford added 19 new stocks in Q3 2025, with the most notable being Coinbase (COIN), acquiring over 587,000 shares, representing 0.15% of its portfolio [1]. - Another significant addition was Knife River Holding Co (KNF), with nearly 2.19 million shares purchased, valued at approximately $169 million, accounting for 0.13% of the portfolio [1]. Major Increases - The firm significantly increased its position in Rocket Lab (RKLB) by 176.15%, adding over 7.73 million shares, aligning with its investment strategy in disruptive innovation [2]. - Other important increases included The Ensign Group (ENSG), with a 96.2% increase, focusing on healthcare services [3]. Major Reductions - Baillie Gifford completely exited 18 stocks and significantly reduced positions in 188 stocks, indicating a strategic shift [3]. - A notable reduction was in Cloudflare (NET), where approximately 3.68 million shares were sold, a decrease of 14.4%, impacting the portfolio by -0.54% [3]. - Other key reductions included Spotify Technology SA (SPOT) with a 9.7% decrease (approximately 930,000 shares) and Shopify (SHOP) with a 6.1% decrease (approximately 890,000 shares) [4]. Investment Insights and Summary - The overall strategy of Baillie Gifford in Q3 2025 illustrates a "survival of the fittest" approach, focusing on future growth [5]. - The investment portfolio consists of 264 stocks, with the top five holdings being NVDA (6.43%), MELI (5.74%), SE (5.31%), AMZN (5.15%), and SPOT (4.5%) [5]. - The offensive strategy includes bold bets on frontier technologies like cryptocurrency (Coinbase) and aerospace (Rocket Lab), while the defensive strategy involves profit-taking on overvalued or stabilizing growth tech stocks [5].

Core Insights - Robinhood Markets experienced a significant stock price drop of 10.81% on November 6, raising investor concerns and discussions about the company's future [1] - The company's Q3 earnings report revealed cryptocurrency revenue of $268 million, a year-over-year increase of over 300%, but still fell short of market expectations, impacting investor confidence [1] - CFO Jason Warnick's announcement of retirement in 2026 adds uncertainty to the company's strategic direction, further heightening market concerns [1] - The overall market environment on November 4, with Bitcoin prices dropping over 2.5% and a general decline in U.S. stock indices, contributed to the pressure on Robinhood's stock [1] Financial Performance - Despite short-term volatility, Robinhood's long-term outlook remains promising, with overall revenue growth of 100% year-over-year and earnings per share significantly exceeding market expectations [2] - The growth is primarily driven by high-volatility assets like cryptocurrency trading, which raises concerns about sustainability [2] Strategic Initiatives - Robinhood is actively seeking to transform from a trading platform to a comprehensive financial services provider, expanding into areas such as wealth management, savings, lending, and credit cards [2] - This strategic shift aims to stabilize revenue sources but will require time and resource investment, making it unlikely to yield immediate performance improvements [2] Investment Considerations - Investors should be aware of potential risks within Robinhood's business model while also recognizing the opportunities for breakthroughs in emerging financial services [2] - For investors with a higher risk tolerance, considering long-term positions during market adjustments may be beneficial, particularly in light of the company's expansion efforts in financial services [2]

Core Viewpoint - MEXC, a cryptocurrency exchange, faced backlash after improperly freezing $3 million in crypto assets belonging to a trader known as White Whale, leading to an apology from the company's Chief Strategy Officer and a commitment to improve transparency and customer service [1][2][3]. Group 1: Incident Overview - The controversy began when White Whale alleged that MEXC had blocked their access to crypto assets, which escalated after the trader shared transaction history to counter the exchange's claims of rule violations [4]. - Following the incident, other traders also reported similar issues with their accounts being frozen, raising concerns about MEXC's operational practices [6]. Group 2: Company Response - MEXC's Chief Strategy Officer, Cecilia Hsueh, admitted to the company's shortcomings and stated that changes were necessary due to the rapid growth of the exchange, which had outpaced its risk and operations management [2][3]. - The company plans to revise its risk and customer service policies and establish a "fast-track channel" for traders with unresolved issues [3]. Group 3: Public Relations and Transparency - Hsueh's public acknowledgment of the issues and commitment to improving communication with users reflects a shift towards greater transparency in response to the public outcry [2][6]. - The incident has highlighted the need for MEXC to address its ownership structure and operational transparency, as questioned by crypto investigator ZachXBT [6].