币股周报丨特朗普家族支持的比特币矿企American Bitcoin Corp增持1414枚BTC；ETHZilla ETH持仓增至102916枚（10月28日）

Odaily星球日报Published on 2025-10-28Last updated on 2025-10-28

编者按：上周市场整体处于价格及情绪修复阶段，DAT 公司主要仍以 BTC、ETH 为主要的增持标的。此外，值得注意的是，ETHZ 或因此前10合1并股操作而持续上涨，股价7日内涨幅高达1300%，值得长期关注；Bitmine 持仓量达8800万美元的 Eightco Holdings 公司股票跌幅则达到了惊人的26.56%，或短期超跌。以下为 Odaily 星球日报总结整理的上周币股市场信息，所有美股数据皆来自 msx.com。

Odaily星球日报整理制作

一周币股上市公司动态更新

BTC财库上市公司代表性企业

上周全球上市公司净买入BTC 4,701万美元，Strategy单周增持390枚比特币

10月27日，根据 SoSoValue 数据，截至美东时间 2025 年 10 月 27 日，上周全球上市公司（不包含挖矿公司）配置比特币的单周总净买入为 4,701 万美元。

Strategy（原 MicroStrategy）上周投入 4,340 万美元，以 111,053 美元的价格增持 390 枚比特币，总持仓达到 640,808 枚。日本上市公司 Metaplanet 上周未购买比特币。此外，另有 3 家公司上周新增购买比特币：英国比特币储备公司 B HODL 于 10 月 21 日宣布投入 64 万美元，以 108,085 美元的价格增持 6 枚比特币，总持仓达到 148 枚； 英国网页设计与开发公司 The Smarter Web Company 于 10 月 21 日宣布投入 110 万美元，以 111,591 美元的价格增持 10 枚比特币，总持仓达到 2,660 枚；OrangeBTC 上周投入 187 万美元两次购买比特币，10 月 21 日以 108,785.95 美元的价格购买 10 枚比特币，10 月 26 日以 110,613 美元的价格购买 7 枚比特币，总持仓达到 3,708 枚。

截至发稿，统计中的全球上市公司（不含挖矿公司）合计持有比特币总量为 869,460 枚，当前市场价值约为 1,002.1 亿美元，占比特币流通市值的 4.36%。

比特币矿企American Bitcoin Corp增持1414枚BTC

10月27日，据 BitcoinTreasuries.NET 发文，特朗普家族支持的比特币矿企 American Bitcoin Corp 再次购入 1414 枚 BTC，目前共持有 3865 枚 BTC。

Bitdeer比特币持仓量突破2180枚，上周挖矿产出123.4枚BTC

10月25日，纳斯达克上市比特币矿企 Bitdeer 在 X 平台发布比特币持仓最新数据，截至 10 月 24 日其比特币持仓量已增至 2180.2 枚，此外本周其比特币挖矿产出为 123.4 枚 BTC，但同期出售 70 枚 BTC。

韩国上市公司Bitplanet启动每日比特币增持计划，上周再购入93枚BTC

10月27日，韩国上市公司 Bitplanet 宣布已启动首个每日比特币增持计划，旨在通过持有比特币构建长期资金储备。该公司于上周日新增持 93 枚 BTC，并计划利用此前筹集的 4000 万美元资金建立约 1 万枚 BTC 的企业财库。

报道指出，韩国将于 2025 年 6 月实施《数字资产基本法》，预计 2027 年全面生效，为代币发行、托管及企业持币设定统一标准。Bitplanet 方面表示，公司正依照金融服务委员会的严格指引进行运营，以确保顺利过渡，并已提前做好符合未来监管要求的准备。

ETH 财库上市公司代表性企业

BitMine：目前持有3,313,069枚ETH和192枚BTC

10月27日，BitMine 发布加密货币持仓更新数据，披露已增持 77,055 枚 ETH，当前持有 3,313,069 枚 ETH（购买均价为 4164 美元）和 192 枚 BTC，此外该公司还持有价值 8800 万美元的 Eightco Holdings 股票。

以太坊财库公司ETHZilla披露ETH持有量增至102916枚，将于11月14日发布Q3财报

10月25日，以太坊财库公司 ETHZilla 在 X 平台公布 ETH 持仓更新数据，截至本周该公司持有的 ETH 增至 102916 枚，价值约合 3.94 亿美元，mNAV 为 0.62，此外该公司还宣布将于 11 月 14 日美国股市开盘前发布 2025 年第三季度财务业绩报告。

Sharplink Gaming再次增持19271枚ETH，价值约8037万美元

10月27日，据 Onchain Lens 监测，Sharplink Gaming 已向其战略 ETH 储备中新增 19,271 枚 ETH，价值约 8037 万美元。

SOL财库上市公司代表性企业

纳斯达克上市公司Reliance Global将SOL纳入加密财库储备

10月27日，纳斯达克上市公司Reliance Global Group今日宣布已完成一笔对 Solana 区块链原生代币 SOL 的战略收购。此举是公司数字资产储备计划的重要里程碑，将其资产配置扩展至全球速度最快、扩展性最强且成本效益最高的区块链网络之一。此次增持 Solana 是对公司早前购入比特币、以太坊、卡尔达诺及瑞波币的延续，进一步践行其构建多元化数字资产组合的战略，该战略始终秉承创新性、抗风险能力与股东价值持续增长相结合的核心原则。

山寨币财库上市公司代表性企业

上市公司Applied DNA Sciences披露已持有价值超1700万美元的BNB

10月22日，生物技术公司Applied DNA Sciences, Inc. (NASDAQ: APDN)宣布，已完成先前宣布的由机构DeFi和TradFi投资者领投的私募股权投资（PIPE）融资，且其初始BNB持有量价值超过1700万美元。PIPE为公司带来了约2700万美元的总收益，未来通过行使认股权证还可能额外获得高达3100万美元的总收益。PIPE交易的总收益包括1530万美元现金及稳定币，以及价值1171万美元的OBNB信托单位。公司共计获得435,638个信托单位，这些单位代表对10,647枚BNB代币的底层所有权。该公司今天还宣布，已额外购买了4,908枚BNB代币，截至2025年10月20日美国东部时间晚上10:00，估计总价值为530万美元。

CEA Industries持有超50万枚BNB，总投资额约4.35亿美元

10月21日，纳斯达克上市公司 CEA Industries 披露，其目前持有 50 万枚 BNB，平均收购成本约 870 美元，总投资额约 4.35 亿美元。截至 10 月 20 日，该公司 BNB 持仓市值约 5.47 亿美元。此外，CEA Industries 还持有约 5000 万美元的未支配现金及现金等价物，使其加密资产与现金总持有量达到约 5.97 亿美元。

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
CapricornAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
comp
CompoundCOMP
mantra
MantraMANTRA
xvs
VenusXVS
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
velodrome
Velodrome FinanceVELODROME
brev
BrevisBREV
cake
PancakeSwapCAKE

Related Reads

An Eight-Year Investment Takes a Sharp Turn: Why Did Ethereum Suddenly Abandon Poseidon?

On August 13, Ethereum researcher Justin Drake announced a significant shift in Ethereum's Layer-1 cryptographic roadmap: abandoning the SNARK-friendly hash function Poseidon in favor of traditional functions like SHA2 or BLAKE2. This decision ends eight years of research and investment, marking a major revision to the post-quantum security strategy. Poseidon, introduced in 2019, was highly efficient for zkRollups and zkVMs within SNARK circuits. However, its need for prolonged cryptanalysis and the pressing timeline for quantum resistance revealed limitations. Recent breakthroughs in SNARK design, specifically using binary fields, now enable traditional, battle-tested hash functions to perform as efficiently as Poseidon within SNARKs. Benchmarks show modern laptops can now verify over a million traditional hash calls per second. This change is partly driven by accelerated concerns over quantum computing threats. Reports warn that "Cryptographically Relevant Quantum Computers" could break current blockchain signatures like ECDSA by the early 2030s, risking trillions in assets. Ethereum's response focuses on hash-based post-quantum signature schemes, deemed more quantum-resistant than some lattice-based alternatives under pressure from AI cryptanalysis. Ethereum's updated post-quantum roadmap targets a production-ready "leanVM" for signature aggregation by 2027, with full deployment across consensus, execution, and data layers by 2028. The shift to mature hash functions like SHA2 reduces reliance on newer algorithms and aligns with the goal of using widely analyzed cryptographic primitives. Other major blockchains are also preparing. Solana's core teams have independently chosen the NIST-standardized Falcon signature scheme for its compact size. Starknet plans a phased migration, starting with replacing its Pedersen hash with BLAKE2. Ethereum's move signifies a strategic pivot towards proven security foundations for the quantum era.

marsbit44m ago

An Eight-Year Investment Takes a Sharp Turn: Why Did Ethereum Suddenly Abandon Poseidon?

marsbit44m ago

Programmers Worldwide Are Wasting Money on Anthropic! The Company Can't Stand It Anymore

Anthropic recently published guidelines to help developers using Claude Code reduce unnecessary token costs. The key recommendations include: 1) Clear (/clear) conversations after completing a task to avoid carrying irrelevant file reads and command outputs into the next task. 2) Set the model and reasoning effort level at the start of a session, as switching mid-session invalidates the prompt cache, requiring a full-price recalculation of the entire dialog history. 3) Attach files using @ references instead of typing paths manually to avoid extra tool calls and searches that bloat the context. 4) Add quiet flags to verbose commands (e.g., in CLAUDE.md) to minimize lengthy output in the dialog history. 5) Use /compact while the session cache is still warm (before breaks) to compress the dialog at one-tenth the cost. 6) Offload large-output tasks to a sub-agent, which runs in an isolated context and only returns conclusions, preventing intermediate outputs from polluting the main dialog. The article explains token pricing: input tokens (prefill) are processed in parallel, while output tokens (decode) are generated serially, making output tokens five times more expensive. Caching is crucial for savings—if a request's prefix (system prompt, CLAUDE.md, dialog history) matches the previous one byte-for-byte, reading it costs only 10% of the standard input price. However, cache invalidation occurs when changing models, effort levels, fast mode, compressing dialogs, after cache expiration, or when resuming old sessions. Dialog history also grows quadratically (O(n²)) as file contents and command outputs accumulate, increasing costs per round. Proactive context management—like isolating noisy tasks, using /rewind to trim unproductive turns, and task-based session clearing—is becoming an essential skill for cost-effective AI-assisted development.

marsbit2h ago

Programmers Worldwide Are Wasting Money on Anthropic! The Company Can't Stand It Anymore

marsbit2h ago

Pax Silica vs. WAICO: The US Wants to Prohibit Europe from Using Chinese Artificial Intelligence

The United States is preparing to demand that European and other partners abandon Chinese artificial intelligence initiatives, threatening exclusion from the American-led "Pax Silica" coalition, according to a leaked U.S. State Department document. This ultimatum forces signatories of the "AI Opportunity Statement" to choose between the Western technological ecosystem and alternative frameworks, with China not explicitly named but clearly targeted. Pax Silica is a U.S. strategy for AI and semiconductor hegemony, launched in late 2025. Its European presence expanded significantly in mid-2026. Concurrently, China, Russia, and 27 other nations established the World AI Cooperation Organization (WAICO) in July 2026 as an independent intergovernmental platform promoting AI governance based on UN principles. This situation creates a difficult choice, especially for European nations balancing strategic autonomy with dependence on U.S. tech and security. It also pressures Global South countries with pragmatic ties to both Washington and Beijing. The formation of competing blocks risks fragmenting the global tech landscape, forcing companies to split supply chains, increasing costs, and potentially leading to incompatible standards and protocols. The era of open globalization in AI may be ending, replaced by geopolitical confrontation where technological sovereignty trumps economic efficiency. The decisions made will shape the global digital economy for decades.

cryptonews.ru4h ago

Pax Silica vs. WAICO: The US Wants to Prohibit Europe from Using Chinese Artificial Intelligence

cryptonews.ru4h ago

Paul Tudor Jones' Bet on BlackRock's Bitcoin ETF Reaches $22.9 Million

Tudor Investment Corp, a macro hedge fund founded by Paul Tudor Jones, disclosed owning 688,529 shares of the BlackRock iShares Bitcoin Trust (IBIT) in its latest 13F filing. As of June 30, the stake was valued at $22.9 million, marking an 18.9% increase from the previous quarter. This positions Jones among traditional asset managers increasingly using spot Bitcoin ETFs for crypto exposure. With Tudor managing approximately $106 billion, the IBIT investment remains a small portion of its overall portfolio. A long-time Bitcoin advocate, Jones has consistently framed the asset as an inflation hedge rather than a speculative trade. His recent shift from Bitcoin futures to a direct, growing stake in a regulated spot ETF reflects both Bitcoin's mainstream adoption and his preference for traditional investment structures. IBIT, commanding about 49% of the U.S. spot Bitcoin ETF market, remains the dominant institutional vehicle. While not a major bet for a fund of Tudor's size, Jones's steady quarterly increases signal Bitcoin is evolving from a symbolic holding to a permanent portfolio fixture. The market will watch the next 13F filings in mid-November to gauge the sustainability of this trend and the conviction behind his longstanding bullish stance.

cryptonews.ru6h ago

Paul Tudor Jones' Bet on BlackRock's Bitcoin ETF Reaches $22.9 Million

cryptonews.ru6h ago

Robert Kiyosaki Shares His Mentor's Predictions About the Emergence of Bitcoin and AI

American entrepreneur and author of "Rich Dad Poor Dad," Robert Kiyosaki, discussed the influence of futurist R. Buckminster Fuller on his worldview, linking Fuller's past technological predictions to the emergence of Bitcoin and the development of artificial intelligence. In an X post, Kiyosaki also reflected on personal purpose, sharing his journey from the music business—where he worked with bands like The Police and Iron Maiden—to creating the "Cashflow" board game and writing his famous book. He described feeling an inner emptiness despite his success, a turning point that came after meeting Fuller, whom he studied with for three summers. Kiyosaki described Fuller as a "friendly genius" who foresaw world-changing developments like Bitcoin and AI. However, the core of his post focused on Fuller's philosophical impact, particularly a quote about belonging to the universe and finding purpose by dedicating one's life to the maximum benefit of others. The entrepreneur remains a vocal advocate for cryptocurrencies. He regularly advises buying Bitcoin during market panics, viewing it and assets like Ethereum, gold, and silver as hedges against traditional financial system failures. Kiyosaki has predicted a major market crash by 2026, seeing it as an opportunity for prepared investors, with long-term price targets including $750,000 for Bitcoin and $95,000 for Ethereum.

cryptonews.ru6h ago

Robert Kiyosaki Shares His Mentor's Predictions About the Emergence of Bitcoin and AI

cryptonews.ru6h ago

Trading

Spot

Hot Articles

What is $BITCOIN

DIGITAL GOLD ($BITCOIN): A Comprehensive Analysis Introduction to DIGITAL GOLD ($BITCOIN) DIGITAL GOLD ($BITCOIN) is a blockchain-based project operating on the Solana network, which aims to combine the characteristics of traditional precious metals with the innovation of decentralized technologies. While it shares a name with Bitcoin, often referred to as “digital gold” due to its perception as a store of value, DIGITAL GOLD is a separate token designed to create a unique ecosystem within the Web3 landscape. Its goal is to position itself as a viable alternative digital asset, although specifics regarding its applications and functionalities are still developing. What is DIGITAL GOLD ($BITCOIN)? DIGITAL GOLD ($BITCOIN) is a cryptocurrency token explicitly designed for use on the Solana blockchain. In contrast to Bitcoin, which provides a widely recognized value storage role, this token appears to focus on broader applications and characteristics. Notable aspects include: Blockchain Infrastructure: The token is built on the Solana blockchain, known for its capacity to handle high-speed and low-cost transactions. Supply Dynamics: DIGITAL GOLD has a maximum supply capped at 100 quadrillion tokens (100P $BITCOIN), although details regarding its circulating supply are currently undisclosed. Utility: While precise functionalities are not explicitly outlined, there are indications that the token could be utilized for various applications, potentially involving decentralized applications (dApps) or asset tokenization strategies. Who is the Creator of DIGITAL GOLD ($BITCOIN)? At present, the identity of the creators and development team behind DIGITAL GOLD ($BITCOIN) remains unknown. This situation is typical among many innovative projects within the blockchain space, particularly those aligning with decentralized finance and meme coin phenomena. While such anonymity may foster a community-driven culture, it intensifies concerns about governance and accountability. Who are the Investors of DIGITAL GOLD ($BITCOIN)? The available information indicates that DIGITAL GOLD ($BITCOIN) does not have any known institutional backers or prominent venture capital investments. The project seems to operate on a peer-to-peer model focused on community support and adoption rather than traditional funding routes. Its activity and liquidity are primarily situated on decentralized exchanges (DEXs), such as PumpSwap, rather than established centralized trading platforms, further highlighting its grassroots approach. How DIGITAL GOLD ($BITCOIN) Works The operational mechanics of DIGITAL GOLD ($BITCOIN) can be elaborated on based on its blockchain design and network attributes: Consensus Mechanism: By leveraging Solana’s unique proof-of-history (PoH) combined with a proof-of-stake (PoS) model, the project ensures efficient transaction validation contributing to the network's high performance. Tokenomics: While specific deflationary mechanisms have not been extensively detailed, the vast maximum token supply implies that it may cater to microtransactions or niche use cases that are still to be defined. Interoperability: There exists the potential for integration with Solana’s broader ecosystem, including various decentralized finance (DeFi) platforms. However, the details regarding specific integrations remain unspecified. Timeline of Key Events Here is a timeline that highlights significant milestones concerning DIGITAL GOLD ($BITCOIN): 2023: The initial deployment of the token occurs on the Solana blockchain, marked by its contract address. 2024: DIGITAL GOLD gains visibility as it becomes available for trading on decentralized exchanges like PumpSwap, allowing users to trade it against SOL. 2025: The project witnesses sporadic trading activity and potential interest in community-led engagements, although no noteworthy partnerships or technical advancements have been documented as of yet. Critical Analysis Strengths Scalability: The underlying Solana infrastructure supports high transaction volumes, which could enhance the utility of $BITCOIN in various transaction scenarios. Accessibility: The potential low trading price per token could attract retail investors, facilitating wider participation due to fractional ownership opportunities. Risks Lack of Transparency: The absence of publicly known backers, developers, or an audit process may yield skepticism regarding the project's sustainability and trustworthiness. Market Volatility: The trading activity is heavily reliant on speculative behavior, which can result in significant price volatility and uncertainty for investors. Conclusion DIGITAL GOLD ($BITCOIN) emerges as an intriguing yet ambiguous project within the rapidly evolving Solana ecosystem. While it attempts to leverage the “digital gold” narrative, its departure from Bitcoin's established role as a store of value underscores the need for a clearer differentiation of its intended utility and governance structure. Future acceptance and adoption will likely depend on addressing the current opacity and defining its operational and economic strategies more explicitly. Note: This report encompasses synthesised information available as of October 2023, and developments may have transpired beyond the research period.

1.9k Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of BTC (BTC) are presented below.

活动图片

Top Questions