Bernstein initiated coverage of Nasdaq-listed SharpLink Gaming (SBET) with an outperform rating and a $24 target, citing roughly 75% upside. The shares were modestly higher in early trading on Thursday, around $13.65. The broker said SharpLink is a leading Ethereum treasury, that owns 0.7% of total ETH, and a compliant, institutional vehicle for exposure to ether's yield and growth. SharpLink is seen benefiting from its link to Consensys and a shift toward lower interest rates, which could boost demand ...

Charlotte, NC, Oct. 28, 2025 (GLOBE NEWSWIRE) -- FG Nexus (Nasdaq: FGNX, FGNXP) (the "Company" or "FG Nexus"), today announced that management will participate at the ThinkEquity Conference on October 30th, 2025 at the Mandarin Oriental Hotel in New York City. Management will deliver a presentation on FG Nexus’ ETH treasury strategy and the Company’s views of Ethereum’s long-term impact on global financial markets. They will also be available for one-on-one meetings during the conference. Investors may regi ...

Metaplanet stock has finally seen some movement, surging by 10% during the trading session on Oct. 28, all the way to 540 JPY. This comes as the Japanese Bitcoin treasury firm announced a 150 million share buyback program. However, the stock price has once again retraced, finding crucial support at the 500 JPY level. Metaplanet Stock Shows Volatility on Stock Repurchase Plan Despite hitting the 30K Bitcoin holdings milestone for 2025 earlier in October, the Metaplanet stock has been under a strong bearis ...

S&P Global Ratings, the American credit rating agency, has granted a rating to Michael Saylor's Bitcoin (BTC) proxy Strategy (Nasdaq: MSTR). Related: What is Bitcoin mining? Explained Led by co-founder and executive chairman Michael Saylor, Strategy is the world's leading Bitcoin treasury firm. It now holds 640,808 BTC, worth approximately $74 billion, on its balance sheet. The company raises funds to acquire Bitcoin by selling a common stock, MSTR, and preferred stocks, STRF, STRK, and STRD. Thomas Lee ...

Metaplanet Inc. (TYO: 3350, OTCQX: MTPLF) submitted a notice on October 10 announcing that it will halt exercise of its 20th through 22nd series stock acquisition rights, originally issued June 23 and allotted to EVO FUND, for a 20-trading-day period beginning October 20 and ending November 17. The rights enable Metaplanet to issue its equity to acquire bitcoin, so the move halts dilution until further notice. Get these headlines directly to your inbox: subscribe to Blockspace. As of today, 284,400 units ...

比特币DeFi（BTCFi）采纳情况 - 调查显示77%的比特币持有者从未尝试过BTCFi平台，突显行业采用率极低 [1] - 仅8%的受访者积极使用BTCFi服务获取收益或进行借贷，超过10%仅尝试过一两次 [1] - 尽管采用率低，但需求旺盛，73%的比特币持有者有兴趣通过借贷或质押赚取BTC收益，42%希望在不出售的情况下获得流动性 [1] - 超过40%的持有者表示仅愿将不到20%的持仓配置于BTCFi产品，反映行业存在信任和复杂性障碍 [1] 以太坊Fusaka升级进展 - Fusaka升级在Holesky测试网上成功运行，向主网启动迈出关键一步 [2] - 升级引入PeerDAS功能，使验证者仅需检查部分数据而非完整数据块，旨在降低Layer-2网络和验证者的成本 [2] - Holesky测试网因其验证者设置与以太坊主网高度相似而备受重视，但近期出现老化及可靠性问题迹象 [2] - Fusaka是Holesky测试网关闭前的最后一次升级，主网启动后两周该测试网将停止运行，后续两次测试网运行定于10月14日和28日进行 [2] 其他行业动态 - DoubleZero主网上线并获得22%的质押SOL支持 [3] - Bee Maps筹集3200万美元资金，用于扩展基于Solana的去中心化地图网络 [3]

公司战略与监管里程碑 - 公司于2025年9月26日获得不丹格列普正念之城管理局颁发的金融服务牌照，标志其在受监管加密金融领域的领先地位 [1] - 此举标志着格列普正念之城正加速崛起为新一代全球金融创新中心 [1] - 公司首席执行官John Ge表示，视不丹与格列普正念之城为创新、合规及区域增长的战略基地 [3] 业务范围与服务拓展 - 获批牌照授权公司可在GMC内及通过GMC面向全球提供一系列受监管的综合金融服务 [2] - 服务内容包括为全球投资者量身定制的结构化产品、真实世界资产解决方案、面向机构客户的主经纪业务以及机构级虚拟资产托管服务 [2] - 公司计划在GMC设立专属办公室，持续扩大合规服务范围，并在建设加密金融生态体系中发挥核心作用 [4] 本地化运营与人才发展 - 作为战略扩张的一部分，公司将在GMC招募并培训不丹本地专业人才，推动国际经验与本地人才培养的深度融合 [3] - 公司在招聘和培养不丹人才上的承诺，与GMC创造就业、技能传递、培育未来金融业领军人才的使命高度契合 [3] - GMCA金融服务董事总经理HB Lim强调，公司的拓展展现了GMC在提供新一代虚拟资产金融服务方面的巨大潜力 [3] 公司背景与行业地位 - 公司成立于2019年，是全球领先的一站式加密金融服务平台，资金管理及托管量达60亿美金 [5] - 公司拥有香港信托公司牌照&放债人牌照、美国金钱服务牌照、瑞士FINMA资管牌照，为英国FCA合规授权代表公司及瑞士FINMA SRO-VFQ会员 [5] - 公司曾被CB Insights评为"全球50家最有前景的区块链和加密公司之一"，并入选胡润"2024全球独角兽榜"及2025年新加坡金融科技企业独角兽榜单 [5]

文章核心观点 - 如果美联储在9月17日FOMC会议后宣布降息 即使仅25个基点 将有利于微策公司更积极地推进其比特币收购议程 [1] - 降息将降低微策公司的债务成本 使其能够以更低成本进行债务融资 从而购买更多比特币 [6] - 比特币价格因市场流动性增加和其收益率高于债券等传统工具而可能上涨 为微策公司带来双重收益 [7][8] 微策公司的债务融资模式 - 债务是微策公司多年来用于购买比特币的主要金融工具之一 [3] - 公司于2020年8月首次动用2.5亿美元企业现金购买比特币 同年12月开始发行低利率可转换票据 筹集了6.5亿美元 [3][4] - 2021年6月 公司转向高利率高级担保票据 筹集了5亿美元 截至目前 公司累计债务总额达82亿美元 [5] 微策公司的比特币持仓状况 - 微策公司是全球最大的比特币国库公司 持有638,985枚比特币 总价值超过740亿美元 [1][5] 降息对微策公司的影响机制 - 低利率意味着公司的债务偿还支出将减少 并可计划发行更多债务来购买额外的比特币 [6] - 在此情况下 公司支付更低的债务利息 同时从其比特币持仓中获得更高收益 这本质上是对比特币长期价格的杠杆化押注 [6]

Metaplanet, a Tokyo-listed hotel group that owns $2.3 billion worth of Bitcoin, said on Wednesday that its business is expanding to the U.S. The firm, which owns more than 20,000 Bitcoin, is establishing a subsidiary in Miami, Florida, to “manage and grow income-generation activities,” according to a press release. Metaplanet said the wholly-owned firm, dubbed Metaplanet Income Corp., will initially have $15 million in capital. It will provide its parent company with a better opportunity to “pursue derivati ...

公司股份回购 - TON Strategy Company以每股8.32美元的价格回购了超过25万股普通股 [1] - 回购价格显著低于其公布的12.18美元国库资产价值 [1] - 此次回购是其新启动的2.5亿美元回购计划的一部分 [2] 公司战略转型 - 公司已将toncoin定位为主要国库资产 [2] - 公司已开始质押其持有的TON代币以赚取奖励 [3] - 质押年化收益率最高可达4.8% [3] 公司资产与潜在收益 - 公司持有2.175亿枚TON代币 [3] - 按当前每枚3.24美元的价格计算 [3] - 若全部国库资产用于质押 预计年收益接近3400万美元 [3] 公司股价表现 - 公司股价在过去30天内下跌超过43% [4] - 在周五的交易时段中股价下跌9.2% [4] - 盘后交易中股价上涨3.7% [5]