# Stocks的所有文章

在 HTX 新聞中心流覽與「Stocks」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Japan to Test Blockchain for Settling Stocks and Government Bonds

Japan is preparing to launch a real-time settlement system for stock and government bond transactions based on blockchain technology. According to Nikkei, the authorities aim to have a project plan ready by early 2027. A working group including the FSA, the Ministry of Finance, the Bank of Japan, and financial sector representatives will be formed this summer to define the system's architecture and responsibilities. If approved, the infrastructure could become operational in the early 2030s. Currently, stock settlements in Japan occur two days after a trade, and government bond settlements the next day. Blockchain aims to virtually eliminate this delay, allowing sellers to receive funds and reinvest almost immediately. This initiative builds on existing experiments. In February, the FSA supported a demonstration project registering bonds, funds, and stock rights on a blockchain with settlements in stablecoins. The Bank of Japan is also testing the use of tokenized central bank reserves for blockchain settlements, including for securities. The new project could elevate these tests to a national infrastructure level, with potential future use for international transfers. Nikkei noted that the US and Europe lead in real-world asset tokenization, and there is a risk that foreign investors might shy away from Japanese markets if the technology lags. The global RWA segment (excluding stablecoins) is valued at $38.3 billion, with $15.6 billion in US government bonds.

cryptonews.ru28 分鐘前

Japan to Test Blockchain for Settling Stocks and Government Bonds

cryptonews.ru28 分鐘前

Rumors of a Ceasefire Between the U.S. and Iran, but Global Markets Remain Unfazed

Rumors of a potential ceasefire between the U.S. and Iran, as reported by unnamed Pakistani and Iranian sources to Russian news agency RIA Novosti, have emerged. The agreement would reportedly include free navigation through the Strait of Hormuz. The military conflict, ongoing since February 2026, has disrupted global oil supply and created significant economic volatility. Oil prices (Brent and WTI) dipped slightly on the news. U.S. stock indices rose, while gold saw modest gains. Bitcoin's price held relatively steady between $78.7K and $79.5K, up significantly over the week. In related developments, U.S. Treasury Secretary Scott Bessent's recent comments about launching a major financial attack on Iran were interpreted by some in the crypto community as a bullish signal for Bitcoin as a neutral settlement asset. A genuine, long-term ceasefire would provide a further positive boost to market sentiment.

cryptonews.ru3 小時前

Rumors of a Ceasefire Between the U.S. and Iran, but Global Markets Remain Unfazed

cryptonews.ru3 小時前

U.S. Stock Market Trend (August 26th): NVIDIA Ends 7-Day Losing Streak, Storage and Optical Communications Rebound Across the Board

U.S. Stock Market Trends (August 26th): Nvidia Ends Seven-Day Losing Streak; Memory and Optical Communication Stocks Rebound Across the Board. On Tuesday, the three major U.S. stock indices closed higher. The tech-heavy Nasdaq gained 0.66% as declining long-term Treasury yields (the 10-year yield fell to 4.625%) provided a valuation relief window for growth stocks. The Philadelphia Semiconductor Index rose 1.44%. Nvidia shares gained 2.19%, ending a seven-session decline ahead of its closely-watched earnings report after Wednesday's close. Memory and optical communication stocks saw a broad rebound, with AMD, Marvell, and Micron among the notable gainers. The 'Magnificent Seven' were mixed, with Tesla being the sole decliner. Oil prices fell for a second consecutive day, with WTI crude dropping 2.4% to $85.01 per barrel. This followed a joint statement from Iran and Oman proposing a secure maritime channel in the Strait of Hormuz, signaling a potential de-escalation of regional tensions. Bitcoin briefly touched $80,000, while gold prices hit a three-month high. The simultaneous strength in both assets was driven by expectations of improved liquidity amid lower yields and persistent concerns about dollar credit. Market focus now shifts to Nvidia's earnings, with investors keenly awaiting guidance on Blackwell chip shipments, data center revenue, and signals on AI capital expenditure.

marsbit7 小時前

U.S. Stock Market Trend (August 26th): NVIDIA Ends 7-Day Losing Streak, Storage and Optical Communications Rebound Across the Board

marsbit7 小時前

Arcus Launches Tokenized Perpetual Positions on Robinhood Chain

Arcus, a decentralized exchange (DEX) created by the team behind dYdX, has launched tokenized perpetual positions on Robinhood Chain. Its protocol converts perpetual futures positions into transferable ERC-20 tokens and allows tokenized stocks to be used as collateral for margin trading. Initial products include pBTC3x and pHOOD3x, offering 3x leveraged exposure to Bitcoin and Robinhood's HOOD stock token, respectively. The platform's multi-collateral mechanism supports stock tokens like SPY, QQQ, and MAG7 with a 50% loan-to-value ratio. CEO Eddie Zhang stated the goal is to integrate sophisticated investment strategies, like leveraged ETFs, directly into blockchain infrastructure. Since its July 1 launch on Robinhood Chain, Arcus has seen over $250 million in total trading volume with a daily average exceeding $33 million. This activity helped propel Robinhood Chain's total value locked (TVL) to $596 million, placing it among the top 15 DeFi networks by TVL.

cryptonews.ru16 小時前

Arcus Launches Tokenized Perpetual Positions on Robinhood Chain

cryptonews.ru16 小時前

Arcus launches tokenized perp positions on Robinhood Chain

Decentralized exchange Arcus, built by the dYdX team, has launched a new protocol on the Robinhood Chain. The protocol enables the conversion of perpetual futures positions into transferable ERC-20 tokens. It also introduces a multi-collateral feature that allows tokenized stocks, such as SPY, QQQ, and MAG7 tokens, to be used as collateral for leveraged trading at a 50% loan-to-value ratio. Initial products include pBTC3x and pHOOD3x, offering 3x leveraged exposure to Bitcoin and Robinhood's HOOD stock token, respectively. CEO Eddie Zhang stated the goal is to make sophisticated investment strategies, like leveraged ETFs, native to blockchain. Since launching on Robinhood Chain, Arcus has reported over $250 million in cumulative trading volume with an average daily volume exceeding $33 million. Robinhood Chain itself has grown to hold $596 million in total value locked since its July 1 debut, ranking among the top 15 chains by DeFi TVL.

cointelegraph18 小時前

Arcus launches tokenized perp positions on Robinhood Chain

cointelegraph18 小時前

Currency & Stock Barometer | Strategy Sells MSTR Stocks for $2.007 Billion; BitMine Increases ETH Holdings by 32,447 Last Week, Asset Scale Reaches $14.9 Billion (August 25)

**Crypto & Stock Market Snapshot: Strategy Sells MSTR Stock for $2.007B; BitMine Adds 32,447 ETH (Aug 25)** Following a bullish crypto market triggered by positive US regulatory signals and political commentary, major crypto-related stocks saw significant rebounds. Data reveals a 1,431.6% weekly increase in net Bitcoin purchases by public companies (excluding miners), reaching $81.48M. Two key developments stood out: **Strategy** sold over 18.2 million shares of MSTR, raising $2.007 billion in cash, though its Bitcoin holdings of 840,447 BTC returned to a profit of ~$2.53B. Concurrently, **BitMine**, an Ethereum-focused firm, added 32,447 ETH last week, bringing its total holdings to ~5.847 million ETH (4.8% of supply) and its total assets under management to ~$14.9B. Chairman Tom Lee expressed strong confidence in Ethereum's future as a leading platform for tokenization and AI. Other notable updates include: **Solmate Infrastructure** increasing its SOL holdings; **AIxCrypto Holdings** planning an exit from crypto assets to pivot to robot leasing; and **Eightco Holdings** maintaining a large WLD treasury while repurchasing shares. Meanwhile, in traditional markets, hedge funds recorded their largest weekly net selling of US stocks since April 2025, particularly in tech and industrial sectors, amid a cooling AI investment narrative and concerns over market concentration risks reminiscent of the dot-com bubble.

marsbit昨天 08:06

Currency & Stock Barometer | Strategy Sells MSTR Stocks for $2.007 Billion; BitMine Increases ETH Holdings by 32,447 Last Week, Asset Scale Reaches $14.9 Billion (August 25)

marsbit昨天 08:06

Goldman Sachs Bullish on Crypto Brokerage Trading Platforms: Can Prediction Markets Fuel a New Cycle?

Goldman Sachs remains cautiously optimistic about the prospects for crypto and brokerage platforms, forecasting potential for a new cycle driven by structural growth in traditional brokerage and prediction markets, rather than a broad crypto trading recovery alone. While retail stock trading cooled seasonally in July and August, Goldman notes that absolute volumes remain high, and adjusted for account growth, per-account activity is still below the 2021 peak, suggesting room for further expansion. Seasonal recovery and record equity issuance are expected to boost traditional brokerage commissions and trading volumes starting in September. Prediction markets show significant potential for autumn growth, with trading volume up approximately 1160% annually since 2024. Driven by sports, crypto, and political contracts, this segment could see a more pronounced rebound as major US sports seasons resume and election activity increases. The crypto market presents a more cautious picture. Trading volume has declined for about 10 months, exceeding historical median downturns. Although total market cap recently rose ~21%, a sustained price level is needed to drive a meaningful recovery in trading activity. Regulatory progress continues through agency actions, but comprehensive legislation is still seen as key for large-scale institutional adoption. To navigate the crypto trading slump, platforms are diversifying revenues and controlling costs. Goldman's top picks are FIGR (leveraging HELOC growth), HOOD (driven by account growth and business diversification including prediction markets), and IBKR (benefiting from global expansion). COIN is viewed as a play on direct crypto market recovery, given its exposure but also its growing subscription and service revenues. The report's thesis hinges on validating an autumn trading rebound and the sustainability of new revenue streams like prediction markets, rather than assuming a crypto bull market has already resumed.

marsbit昨天 08:01

Goldman Sachs Bullish on Crypto Brokerage Trading Platforms: Can Prediction Markets Fuel a New Cycle?

marsbit昨天 08:01

Optimistic Analyst Tom Lee Says: 'This Latest Move by the U.S. Treasury Department is Targeting Cryptocurrencies...'

Tom Lee, co-founder and analyst at Fundstrat, expressed optimism about potential positive impacts on financial markets from a reported U.S. Treasury Department plan. He stated that expectations of the Treasury allocating around $1 trillion to expand its long-term bond buyback program could exert downward pressure on long-term interest rates. According to Lee, this development would likely support the valuation of assets sensitive to long-term rates, including stocks, cryptocurrencies, gold, and real estate. He argued that lower long-term rates enhance the appeal of "long-duration assets," which are highly sensitive to the present value of future cash flows, and viewed the bond buybacks as a modest improvement in market liquidity conditions. The report follows statements from a senior Treasury official that approximately $1 trillion from the Treasury General Account might be used to support the recently expanded bond buyback initiative.

cryptonews.ru昨天 07:30

Optimistic Analyst Tom Lee Says: 'This Latest Move by the U.S. Treasury Department is Targeting Cryptocurrencies...'

cryptonews.ru昨天 07:30

BTC Returns to $80,000, Crypto-Related Stocks Finally Stand Tall

Bitcoin Breaches $80,000 Mark, Boosting Crypto-Related Stocks With the crypto market heating up, Bitcoin has surged back above the $80,000 level after more than a hundred days, posting nearly a 30% gain in a week. This rally has ignited bullish sentiment across the board. Concurrently, crypto-related stocks, which had been experiencing a months-long slump, are staging a powerful comeback, led by key players in digital asset treasuries, exchanges, and trading platforms. Many of these stocks have seen substantial rebounds from their recent lows. Leading the charge is MicroStrategy (MSTR), a major Bitcoin treasury company, whose stock has rebounded nearly 50% from its 52-week low. Close behind is Bitmine (BMNR), the largest public Ethereum treasury, with a staggering 88.6% rebound. Other notable performers include the stablecoin issuer Circle (CRCL), up 75.5%, and the Ethereum-focused company Sharplink (SBET), up 83.7%. While the "crypto market proxy" Coinbase (COIN) has rebounded 29%, its unique position has faced some dilution from new market entrants. Robinhood (HOOD), bolstered by strong Q2 earnings and its expanding crypto ecosystem, has risen 63.2%. The exchange Bullish (BLSH) is up 45.8%. Perhaps the most dramatic rebound belongs to Hyperliquid Strategies (PURR), linked to the Hyperliquid ecosystem, which has skyrocketed over 254% from its low. The analysis highlights that most of these stocks hit their lows around late June, marking a market bottom. It emphasizes the strategy of focusing on leading companies and notes that while the rebound is strong, many stocks remain significantly below their yearly highs. Ultimately, these public companies serve as leveraged proxies for underlying crypto assets like Bitcoin and Ethereum in the current market upswing.

Odaily星球日报昨天 07:26

BTC Returns to $80,000, Crypto-Related Stocks Finally Stand Tall

Odaily星球日报昨天 07:26

Goldman Sachs Research Report Analysis: Cryptocurrency Trading Declines for Ten Consecutive Months, Turning Point May Be Approaching

Gold Sachs Research Note: Crypto Trading Declines for Ten Months, Inflection Point May Be Near Crypto trading volumes fell 30% in July and 21% in August, marking ten consecutive months of decline—a duration now exceeding the median of past five cycles. However, in a report dated August 24, Goldman Sachs expresses "cautious optimism" for the second half, suggesting a market recovery could provide significant upside potential. The current crypto trading volume downturn has seen a 75% drop from its peak over ten months. While a brief rebound in April-May failed to sustain, a recent 21% market cap increase, if maintained, could signal a volume inflection point. Goldman notes sector valuations are near the 30th percentile of the past five years, presenting a favorable risk-reward profile. Key catalysts include regulatory progress, such as the SEC's innovation exemption proposal and over 15 crypto firms receiving federal banking charters by 2026, which could bolster institutional adoption. Furthermore, crypto companies have cut costs by ~5% on average in 2026, improving operating margins and preserving cash flow. The report highlights four Buy-rated stocks: HOOD ($124 target), IBKR ($114 target, on Conviction List), FIGR ($43 target), and COIN ($196 target), each benefiting from distinct growth drivers like structural account growth, international expansion, or regulatory tailwinds. Overall, Goldman argues the sector has priced in significant pessimism, with a potential reversal supported by seasonal trends, election cycles, and a combination of market cap recovery, cost-cutting, and regulatory reforms.

marsbit昨天 07:06

Goldman Sachs Research Report Analysis: Cryptocurrency Trading Declines for Ten Consecutive Months, Turning Point May Be Approaching