公司战略与投资计划 - SC Ventures计划为金融服务领域数字资产专项基金筹集2.5亿美元 目标2026年启动并吸引中东投资者参与 [1] - 同时筹备1亿美元非洲基金 并考虑设立首个风险债务基金作为战略扩展部分 [3] - 资本将重点投向代币化、区块链技术及其他受监管数字资产领域 [2] 区域业务拓展 - 2025年1月在沙特阿拉伯开展业务 计划组建当地团队并于2026年设立沙特本土基金 专注于少数股权投资和新业务启动 [4] - 通过卢森堡牌照在欧盟MiCA框架下提供加密托管服务 此前已在阿联酋迪拜获得DFSA许可开展同类业务 [7] 产品与服务创新 - 成为全球首家通过英国分行提供比特币和以太坊现货交易的大型金融机构 [5] - 通过区块链平台Libeara推进代币化 与OKX等交易所合作提供加密货币及代币化货币市场基金抵押解决方案 [5] - 与Animoca Brands及HKT在香港联合推出港元稳定币 依托金管局新规提升支付效率并推动数字资产普及 [6] 行业动态与市场环境 - 中东与北非金融科技领域快速增长 阿布扎比MGX今年向币安注资20亿美元创稳定币投资纪录 推动AI与区块链融合 [8]

Accessibility StatementSkip Navigation Company to Issue Treasury and Mining Updates Every Tuesday LAS VEGAS, Sept. 16, 2025 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), a diversified holding company ("Hyperscale Data" or the "Company"), today announced that its wholly owned subsidiary, Sentinum, Inc. ("Sentinum"), plans to liquidate its current holdings of approximately $100,000 $XRP in favor of pursuing a Bitcoin only treasury strategy. This update marks the first step in the Company's $1 ...

Stripe’s head of crypto John Egan has jumped ship for Polygon Labs, less than a month after the payments giant announced its highly-anticipated Tempo blockchain. Egan joins the firm as its first chief product officer, where he will work directly under CEO Marc Boiron. In the new role he will advance Polygon’s capacity as a stablecoin payments blockchain, helping increase adoption, scalability, and interoperability, according to information shared with DL News. It’s not clear why Egan decided to leave Str ...

The London Stock Exchange Group (LSEG) said it facilitated the first transaction on a new blockchain-based platform for private funds. LSEG's Digital Markets Infrastructure (DMI), built using Microsoft Azure, is designed to use blockchain technology across the full lifecycle of an asset, from issuance to settlement, with greater scale and efficiencies than existing systems, according to a Monday announcement. Investment manager MembersCap and digital asset exchange Archax were onboarded as DMI's first cl ...

Neon-lit Hong Kong skyline with Chainlink, UBS, and DigiFT logos linked by glowing smart-contract rails to tokenized fund cubes and a vault, symbolizing automated distribution under Cyberport A new collaboration between Chainlink Labs, UBS Asset Management, and DigiFT is aiming to overhaul how investment funds are created and managed. The three firms announced on Sept. 11 that they are building an automated framework for tokenized products under Hong Kong’s Cyberport program. The Cyberport Blockchain & ...

市场格局转变 - 当前股市接近历史高点但面临地缘政治紧张、去全球化、债务上升和供应链中断等根本性风险[2] - 结构性创新如AI、区块链、GLP-1疗法和脱碳正在重塑增长基础 颠覆传统商业模式并提升专有数据和技术优势的重要性[3] - 实际利率上升使美国国债年利息支出接近1万亿美元 从资产负债表问题转变为需立即关注的损益表问题[10] 地缘政治与宏观政策 - 特朗普重返总统职位带来关税政策等重大变化 即使有临时豁免仍产生全球性影响[9] - 地缘政治风险指数显示不利事件相关文章数量增加 反映风险上升趋势[6][8] - 政府为保障军事系统、能源供应和药品储备 正在西方和东方世界大规模复制基础设施和制造业[11] 通胀与成本压力 - 供应链本地化和战略储备建设导致高成本地区产能过剩 造成资本、劳动力和材料的巨大无谓损失[12] - 商品和电力基础设施投资不足加剧供应链转移成本 形成粘性成本压力和持续通胀的新机制[12][13] - 在供应受限且需求无弹性的领域 通胀从逆风转变为顺风[13] 行业影响与投资机会 - 电力生产商Vistra和Talen Energy受益于AI发展带来的数据中心需求增长和更高电价趋势[19] - 华特迪士尼因流媒体业务规模扩大和战略转向提升定价 盈利预期上升[20] - 黄金和铜等实物资产提供针对高通胀、美元走弱和地缘政治风险的廉价保险[27] 投资策略转变 - 价值型和周期性股票因名义GDP增长而受青睐 工业活动、能源生产和原材料板块有望重新评级[23] - 主动投资在波动市场中表现优于被动投资 因实际利率暴露"僵尸企业"依赖廉价资本的脆弱性[23] - 60/40投资组合模式失效 股票分散投资增加 全球宏观政策差异扩大要求跨区域多元化[23] 投资组合调整 - 新增Newmont黄金矿商头寸 因其产生自由现金流能力随金价上涨而增强 并启动股东回报计划[24] - 退出百事公司 因缺乏扭转零食业务下滑的清晰策略 且消费者偏好转向健康替代品和GLP-1药物传播[25] - 信息技术板块新增长Amdocs和Globant头寸 通信服务板块新增Charter Communications[31]

资产代币化行业趋势 - 资产代币化技术将迎来爆发式增长 目前中国已使用代币作为现实资产的数字代表形式[4] - 房地产代币化可降低投资门槛 通过购买代表房屋部分所有权的代币使更多人能负担得起房地产[4] 上市公司参与情况 - 英伟达虽非主要聚焦代币化 但其区块链技术可能支持代币化发展[1][2] - IBM作为超级账本项目创始成员 为企业环境提供代币化基础设施 支持专利、碳配额和证券等现实资产的数字化[2] - IBM专注于提供企业级区块链解决方案 而非直接发行公共加密货币代币[2] - Coinbase、PayPal、Robinhood和Block公司均涉及代币化相关业务[1] IBM技术面表现 - 股价在8月初形成底部形态后突破200日移动平均线[3] - 当前表现优于基准指数 但动量指标仍需改善[3] - 需观察能否再次收于253以上以确认走势 突破7月高点将测试股价强度[3]

YieldSmart™ ETFs alongside BLOK & SILJ have driven growth CHICAGO, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Amplify ETFs, a leading provider of breakthrough ETF solutions, surpassed $14 billion in assets under management (AUM).1 Having entered the year at $10 billion, the ETF sponsor led by CEO Christian Magoon grew more than double the industry average year-to-date (YTD).2 The firm has continued to see strong momentum across its income, thematic, and core strategies."Reaching $14 billion in AUM is a testament to ...

Brian P. Vieten Brian P. Vieten is hired as Research Analyst by Siebert Financial given Digital Assets Research launch. NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- Muriel Siebert & Co., LLC (Siebert), a subsidiary of Siebert Financial Corp. (NASDAQ: SIEB), today announced the launch of Digital Assets Research within its Capital Markets division and the appointment of Brian P. Vieten as Research Analyst. The group will publish institutional-grade research on cryptocurrency, blockchain infrastructure, We ...

比特币ETF投资机会 - 自2024年初首批比特币ETF获批以来 已有数十只投资数字货币或相关资产的交易所交易基金可供投资者交易 [1] - 比特币ETF为投资者提供了无需直接持有数字货币即可投资比特币的渠道 [1] 纯比特币ETF特点 - 市场上六大比特币ETF均为纯比特币ETF 也称为现货比特币ETF 其仅持有比特币并旨在跟踪其价格表现(扣除投资费用) [4] - iShares Bitcoin Trust ETF(NASDAQ: IBIT)是规模最大的纯比特币ETF 持有约840亿美元比特币资产 [4] - 该基金管理费率仅为0.25% 相当于每投资1000美元收取2.50美元费用 显著低于其他费率高达1.5%或更高的同类产品 [5] 比特币相关ETF配置 - ARK Next Generation Internet ETF(NYSEMKT: ARKW)为主动管理型ETF 管理资产规模达23.5亿美元 [6] - 该基金6.4%资产直接投资比特币 主要投资方向为现代技术基础设施企业 [7] - 前十大持仓包含领先加密货币交易所Coinbase(NASDAQ: COIN) 运营大型加密交易平台的Robinhood(NASDAQ: HOOD) 以及稳定币公司Circle Internet Group(NYSE: CRCL) [8][9] 行业投资主题 - 加密货币行业及支撑其运行的区块链技术具有巨大发展潜力 [6] - 相关ETF投资标的涵盖加密货币 数字钱包和智能合约等领域的运营企业 [7]