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Mercurity Fintech Chief Strategy Officer Highlights Digital Asset Treasury Solutions at European Blockchain Convention 11
Globenewswire· 2025-10-23 21:00
New York, NY, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Mercurity Fintech Holding Inc. (the "Company," "we," "us," or "MFH") (Nasdaq: MFH), a blockchain-powered fintech group, today announced that Wilfred Daye, the Company’s Chief Strategy Officer (“CSO”), participated as a featured speaker at European Blockchain Convention 11 (EBC11), one of Europe's premier blockchain industry events, held October 16-17, 2025, in Barcelona, Spain. Mr. Daye served as a panelist for the session "Asset Allocation & the Institutional ...
Solana Company Ramps Up Staking Push With Institutional Validators as Shares Tumble
Yahoo Finance· 2025-10-23 20:31
公司战略转型 - 公司从医疗设备开发商转型为专注于Solana网络的链上国库工具[2] - 公司于9月15日正式采用新的基于Solana的战略 但尚未获得投资者认可[2] - 公司利用其上市地位为市场提供受监管的Solana网络敞口[2] 财务状况与市场表现 - 公司股价从6月2日的18275美元暴跌至一个月后的976美元 跌幅显著[2] - 周三股价进一步下跌64%至625美元 延续了六个月内超过96%的暴跌[3] - 近期为私人投资者开放转售导致股价单日下跌22%[5] 数字资产持仓与运营扩张 - 公司资产负债表上持有超过220万枚SOL 价值约396亿美元 由Anchorage Digital Bank托管[1] - 公司与质押服务提供商Twinstake和Helius合作 扩展其数字资产国库运营[1] - 新协议为质押、投票和报告添加了机构级基础设施[3] 合作伙伴与行业背景 - Twinstake是Pantera支持的平台 自称是欧洲最大的ETF和ETP数字资产产品验证者之一[4] - Twinstake和Helius按质押代币总量计算均位列Solana前25名验证者[4] - Twinstake是REX-Osprey Solana Staking ETF的核心基础设施合作伙伴[4] 融资与行业动态 - 公司近期由Pantera Capital和Summer Capital领投完成了5亿美元的私募融资 用于积累SOL代币[5] - 另一家Solana国库公司DeFi Development Corp获得亿万富翁Ken Griffin收购45%股权[6] - 公司高管表示在波动市场中推进转售注册显示了对其Solana国库模式的信念[5]
The Quiet Engine Powering Solana’s Next Phase — Digital Asset Treasuries
Medium· 2025-10-23 16:56
数字资产金库概念 - 数字资产金库是一种将加密货币作为核心业务战略持有的公司,类似于传统公司持有现金或债券 [3] - 与被动跟踪价格的ETF不同,数字资产金库直接拥有数字资产,并像运营公司一样筹集资本,战略部署以增长每股数字资产持有量 [5] - 该概念始于2020年,Michael Saylor将MicroStrategy的财务转向比特币,使其公司资产负债表成为数字资产工具 [9] 数字资产金库的用途 - 通过直接质押SOL获得6–7%的年化收益,将公司储备转化为活跃的、复合增长的资产 [11] - 参与去中心化金融,将SOL部署到Solend等借贷市场或Orca的流动性池中,以换取费用和奖励 [12] - 持有大量SOL获得治理权重,可以参与验证者委托、对生态系统提案投票,直接影响网络发展 [13] - 部分数字资产金库将自身股权通证化或在链上创建收入机制,例如DeFi Development Corp在Solana上发行了DFDVx股票 [14][15] - 将部分利润再投资于Solana生态系统本身,资助初创公司、验证者或基础设施,形成自我强化的增长循环 [16] Solana作为数字资产金库基础设施的优势 - Solana作为一个完整的金融操作系统,其速度、可扩展性和低交易成本使公司能够实际使用其资产 [18] - 基于Solana的数字资产金库可以产生链上收益、资助生态系统项目并在不清算资产的情况下复合回报,是动态的 [19] - 网络平均实时吞吐量在4000–6000笔交易/秒,压力测试峰值超过10万笔交易/秒,比以太坊快600倍以上 [23] - Solana的平均质押回报率在过去几年稳定在6–7%的年化收益率,即使存在市场波动 [24] - 超过70%的流通中SOL被质押,参与率可与最成熟的权益证明网络相媲美,显示了长期信心 [26] 主要的Solana数字资产金库公司 - Forward Industries是Solana数字资产金库领域的重头企业,通过16.5亿美元的PIPE融资和40亿美元的ATM发行,已收购超过680万SOL [30] - Forward Industries的转型彻底,从一家60年的设计和制造公司重塑为数字原生机构工具,旨在通过质押、DeFi借贷和链上治理使每股SOL增长快于代币本身升值 [32] - DeFi Development Corp已筹集超过3.7亿美元,建立了略超过200万SOL的金库,并推出了流动性质押代币、收购验证者基础设施、与BONK合作并在Solana上通证化其股权 [33][35] - Sharps Technology从一家医疗保健公司转型,筹集了4亿美元,目前持有超过210万SOL,包括通过Solana基金会直接收购的5000万美元 [37] - Upexi公司通过两次PIPE筹集了3亿美元,积累了略超过200万SOL,并选择通过委托质押在网络内赚取收益 [40] - Solana Company通过5亿美元的PIPE融资和7.5亿美元的认股权证获得了超过12.5亿美元的潜在资本,已披露持有760,190 SOL,并有3.35亿美元现金用于进一步购买 [42] - Solmate旨在使Solana在中东地区机构化,筹集了3亿美元,并在阿布扎比建设实体验证器,是首个在阿联酋拥有区域基础设施的Solana数字资产金库 [44] 数字资产金库行业格局与趋势 - 截至2025年底,有19家上市公司宣布了Solana财务策略,它们共同控制超过1540万SOL,约占网络6.1亿总供应量的2.5% [28] - 58%的Solana数字资产金库位于美国,21%在加拿大,其余分布在法国、中国、澳大利亚和阿联酋 [52] - 约26%的Solana数字资产金库源自医疗保健行业,之后重新发明自己为链上金融工具,其他来自房地产、体育或消费品行业 [46] - 未来趋势包括传统金融上链、初创公司直接作为数字资产金库启动、数字资产金库将投资于Solana上通证化的现实世界资产,以及通过透明度和效率吸引机构 [47][48][49][50] - 数字资产金库模型重新配置了资本市场与区块链的互动方式,为投资者提供了多元化敞口,并可以通过叠加质押收益、DeFi策略和每股持有量增长来放大基础资产的影响 [53][54]
Solmate Infrastructure (SLMT) Shares Business and Operational Update
Globenewswire· 2025-10-23 04:31
Company updates on validator operations, accompanying data center selection, its planned M&A strategy, as well as its $300M PIPE Securities Purchase Agreement Registration statement relating to PIPE investor shares will now be filed by November 22, 2025 Abu Dhabi, United Arab Emirates, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Solmate Infrastructure (“Solmate Infrastructure” or the “Company”) (NASDAQ: SLMT) today shared a business and operational update, regarding its validator operations & accompanying data cent ...
From Bold Bet to Systemic Risk? Digital Asset Treasury Firms Confront the Costs of Conviction
Yahoo Finance· 2025-10-21 22:25
“It’s also important to note that the mNAV declines we’re seeing aren’t purely a reflection of recent Bitcoin price weakness, though BTC has since recovered. Many of these companies were initially priced for perfection during their early accumulation phases, when market sentiment and FOMO drove their market caps far ahead of fundamentals. As such, when BTC prices corrected, their mNAVs naturally reacted more sharply, reflecting the same volatility that propelled their earlier gains,” he added.Fakhul Miah, M ...
Is the bottom in for Nakamoto Holding (NAKA)?
Yahoo Finance· 2025-10-21 21:00
Is the bottom in for Nakamoto Holdings (NAKA)? B. Riley Securities analysts think you should buy the dip. The investment bank has initiated coverage of a handful of crypto treasury companies, per an October 10, 2025 investor memo, and its rating NAKA alongside Sharplink Gaming, BitMine, and other crypto treasury companies as buys. Digital Asset Treasury (DAT) Companies had been second only to AI growth stocks in 2025 for their eye popping returns. That was until about the year’s halfway point, and it’s ...
CEA Industries ($BNC) Crosses Half-Million BNB Milestone
Globenewswire· 2025-10-21 20:00
Louisville, CO, Oct. 21, 2025 (GLOBE NEWSWIRE) -- CEA Industries Inc. (Nasdaq: BNC) (“BNC” or the “Company”) today announced that it now holds a total of 500,000 BNB tokens, with an average acquisition cost of approximately $870 per BNB, representing a total invested amount of $435 million and an estimated BNB value of $546.8million as of 1:00PM ET, October 20, 2025. In addition, the Company retains approximately $50million in unencumbered cash and cash equivalents, bringing total crypto and cash holdings t ...
Evernorth to Go Public With Over $1 Billion in Gross Proceeds
Prnewswire· 2025-10-20 20:00
Evernorth: A First-of-Its-Kind Treasury Vehicle Evernorth is designed to provide investors with simple, liquid, and transparent exposure to XRP through a publicly listed vehicle. Unlike a passive ETF, Evernorth seeks to grow XRP per share over time by participating in institutional lending, liquidity provisioning, and DeFi (decentralized finance) yield opportunities. Accessibility StatementSkip Navigation Transaction will create the largest public XRP treasury company SAN FRANCISCO, Oct. 20, 2025 /PRNewswir ...
XRP Sees 50% Uptick in Volume as DEX Trading Volume Hits Multi-Month High
Yahoo Finance· 2025-10-20 17:05
After last week’s drop to $2.20, XRP appears to be regaining momentum amid a broader crypto market uptrend on Oct. 20. The cryptocurrency’s 24-hour trading volume has surged by 50%, now standing at $4.05 billion, signaling a renewed investor interest. According to data from CryptoQuant, XRP Ledger’s decentralized exchange (DEX) volume showed a striking divergence between Oct. 8 and 17. While the XRP price fell sharply, DEX trading volume spiked dramatically, hitting a multi-month high. Analysts interpret ...
Your Favorite DAT May Not Be Safe, CZ Warns of Need for Third Party Audits As 'Bubble Bursts'
Yahoo Finance· 2025-10-17 19:02
行业现状与风险 - 数字资产国库行业出现瓦解迹象,市场领导者警告该领域风险日益增长 [1] - 许多曾被热炒的数字资产国库目前交易价格低于其底层加密资产价值 [2] - 数字资产国库估值全面下跌,多家上市国库交易价格远低于其资产净值 [6] - 过去两年席卷市场的数字资产国库发行浪潮已基本“失去动力” [8] QMMM Holdings事件影响 - QMMM Holdings的突然消失成为数字资产国库价值萎缩引发不安的象征 [3] - QMMM在宣布计划成立1亿美元的数字资产国库后,股价在单日内飙升超过1700% [3] - 该公司香港办公室在数周内人去楼空,美国证券交易委员会冻结其股票交易 [4] - QMMM已完全从公众视野消失,其声称持有的加密资产仍未经验证 [4] 主要人物观点与呼吁 - 币安创始人赵长鹏呼吁企业使用第三方加密托管和审计服务 [2] - 赵长鹏表示审计和第三方服务将成为未来Yzi Labs投资BNB相关国库的“先决条件” [5] - BitMine联合创始人Tom Lee评估认为数字资产国库的泡沫可能已经破裂 [2] - 尽管企业比特币采用率创纪录,但数字资产国库估值因投资者信心受损而下跌 [7]