investment

Bitwise Chief Investment Officer Matt Hougan stated that the core driver behind Bitcoin's recent 20% rise is the Strategy company under Michael Saylor. According to monitoring, Strategy has increased its Bitcoin holdings by $7.2 billion over the past eight weeks. Although Bitcoin ETFs have purchased $380 million since March 1 and long-term holders have resumed buying, Strategy remains the largest influencing factor. As of now, Strategy holds a total of 818,334 Bitcoins, surpassing BlackRock's holdings.Hougan pointed out that Strategy is raising funds to purchase Bitcoin by issuing perpetual preferred stock STRC, and if Bitcoin continues to grow, its holdings are expected to exceed Satoshi Nakamoto's within two years. The current price of Bitcoin is approximately $76,486.

According to the latest weekly report from Gate Ventures, there are signs of phased recovery at the macro level, with major stock indices showing divergent performance but overall trending upwards, and market risk appetite has rebounded. Against this backdrop, the cryptocurrency market has also rebounded, with BTC rising 6.6% and ETH rising 4.7%, recording net inflows of approximately $823.7 million and $155 million in spot ETFs, indicating a strengthening of capital inflows.The overall market capitalization increased by 5.2%, while the market capitalization excluding BTC and ETH grew by 2.6%, suggesting that the upward momentum is beginning to spread to a broader range of assets, although the pace remains relatively moderate. In terms of asset and industry dynamics, structural opportunities continue to emerge. The top 30 assets averaged a rise of 4.2%. Meanwhile, advancements in on-chain and industrial aspects continue, including the ongoing evolution of digital currency infrastructure and asset tokenization.In terms of investment and financing, a total of 12 transactions were completed last week, with a disclosed total financing amount of approximately $54.89 million, a month-on-month increase of about 31%, with funds mainly flowing into the DeFi and infrastructure sectors. Among them, JPYC completed a $17.62 million financing to promote the construction of yen stablecoin infrastructure; 3F completed a $4 million seed round financing, with investors including Gate Ventures.Against the backdrop of marginal improvement in the macro environment, the activity in investment and financing has rebounded, with funds still focusing on long-term application scenarios and underlying capability building in a volatile environment.

According to Hyperbot data, Brother Ma Ji, Huang Licheng, has closed all of his 12,888.88 HYPE long positions and simultaneously reduced his 40x leveraged Bitcoin long positions and 25x leveraged Ethereum long positions. The current position value is approximately 76.47 million USD, with a return on investment of -16.24%.In addition, Brother Ma Ji has made a profit in 11 out of 13 closures in the past week, with a win rate of 86.2%, but is currently in an unrealized loss due to the market decline.

Gate's venture capital division, Gate Ventures, announced a strategic investment in the DeFi project 3F. 3F provides a one-click RWA leverage solution that supports the use of tokenized real-world assets as collateral to access decentralized lending markets. Through automated lending and position management mechanisms, it offers differentiated and sustainable sources of income for stablecoin depositors. This model aims to enhance capital utilization efficiency and expand the connection pathways between DeFi and real-world assets.3F aggregates multi-market lending demand through a unified borrower mechanism and introduces programmatic circular lending anchored to real-world credit, which helps improve the counter-cyclical nature and capital efficiency of stablecoin yields. Gate Ventures continues to focus on infrastructure directions such as the integration of RWA and DeFi, believing that related solutions are expected to provide more resilient sources of income amid market cycle fluctuations. As the RWA market size expands, the importance of infrastructure connecting stablecoin liquidity and RWA leverage is gradually increasing. Gate Ventures is laying out plans around related infrastructure directions and supporting the development of projects with long-term growth potential.

Nasdaq-listed company Republic Power Group Limited announced the completion of a definitive transaction, having acquired a 10% stake in NVC Partners Limited, and entered into a technical service and platform cooperation agreement with NVTH Limited and its affiliate NVTHK Limited, officially entering the RWA tokenization and blockchain infrastructure market.According to the agreement, RPGL will gain access to real-world asset tokenization systems, secondary trading infrastructure, and related technology development, support, and maintenance services. The company stated that this move will promote its expansion of institutional-level digital finance and capital market solutions, leveraging its customer base in Singapore, Hong Kong, and Southeast Asia to advance the implementation of related applications.

According to Bloomberg, a project by Bitcoin mining company Hut 8 Corp is issuing investment-grade secured bonds to fund its data center construction associated with Google (Alphabet Inc.).The bonds have a maturity date of 2042, with an initial price guidance of approximately 2.13 percentage points above the benchmark yield. Previous reports indicated that the project plans to issue at least $3 billion in high-grade bonds for the construction of a 245-megawatt facility located in St. Francisville, Louisiana. The issuance is being managed by Goldman Sachs, JPMorgan, and Morgan Stanley.The 600,000 square foot project will generate revenue through a 15-year lease agreement worth approximately $7 billion signed with cloud computing startup Fluidstack, with Google providing financial backing for the lease payments and other obligations. A subsidiary of Entergy Corp. will supply power to the project under a service agreement.Hut 8 is a publicly traded Bitcoin mining company that is transforming into an energy and digital infrastructure company and holds a controlling interest in a U.S. Bitcoin company (associated with Eric Trump and Donald Trump Jr.).

The Block announced the appointment of senior media and technology executive Steve Chung as CEO to drive the company's institutional expansion. At the same time, Foresight Ventures committed to an additional $10 million investment to support its next phase of development.Former CEO Larry Cermak will continue to serve as president, focusing on research and product operations. Steve Chung's career began at Goldman Sachs, where he served as Chief Growth Officer at Fox Corporation, Chief Digital Officer at Fox Television, CEO of CJ ENM America, and Chief Operating Officer at Azuki. He stated that he will leverage AI to enhance the depth, speed, and practicality of insights, transforming The Block into a global platform for digital asset investors and decision-makers.Foresight Ventures partner Zac Tsui stated that Steve's background in capital markets, media, and the crypto industry makes him the ideal leader to guide the company in becoming a global institutional platform.

According to a report from CoinShares' research department, digital asset investment products recorded a net inflow of $1.2 billion this week, marking the fourth consecutive week of positive inflows. Total assets under management (AuM) rose to $155 billion, the highest level since February 1. Among them, Bitcoin led with an inflow of $933 million, bringing the year-to-date total inflow to $4 billion; Ethereum saw inflows of over $190 million for the third consecutive week; XRP returned to net inflow after a week of outflows.Regionally, the United States dominated this week's inflows ($1.1 billion), while Germany, Switzerland, and Canada also recorded positive inflows, indicating a broadening demand. Additionally, blockchain stock ETFs have cumulatively attracted $617 million over the past three weeks, setting a record for weekly inflows, reflecting growing interest from institutional investors in this sector. The market is currently focused on the FOMC meeting on April 28-29, which may create some disturbances in short-term sentiment.

According to Jinshi reports, the Office of the Foreign Investment Security Review Mechanism (National Development and Reform Commission) has made a decision to prohibit investment in the foreign acquisition of the Manus project in accordance with laws and regulations, requiring the parties involved to withdraw from the acquisition transaction.

The Financial Secretary of Hong Kong, Paul Chan, published an essay titled "Gathering Greater Energy through Innovation and Cooperation," in which he pointed out that global investors are accelerating the diversification of asset allocation, reducing reliance on a single market or single asset. With the development of hot themes in the investment market, the types of assets linked to exchange-traded funds (ETFs) are continuously increasing, ranging from spot and futures of precious metals; technology companies; semiconductor companies; to digital assets, etc. These different themes or ETFs that combine various leverage characteristics provide investors with efficient and highly transparent investment tool options.

Market news: Google plans to invest up to $40 billion in Anthropic.

The Smart Allocator of the decentralized stablecoin USDD has accumulated investment returns exceeding $16 million, demonstrating its strong self-sustaining capability and further strengthening its long-term competitiveness in the stablecoin sector.Smart Allocator is the profit-sharing mechanism of USDD, which obtains interest and platform rewards by participating in quality projects and returns the profits to users. This mechanism emphasizes the stability and sustainability of profit sources rather than relying on short-term high-yield strategies. At the same time, its fund allocation and profit situation remain transparently on-chain, available for public inquiry and verification by users.

The Bitget Launchpool project Canton (CC) is now open for investment, with a total prize pool of 1,800,000 CC, and the lock-up period ends on May 1 at 18:00 (UTC+8). This round of Launchpool has opened 3 lock-up pools, including:BGB Lock-up PoolTotal airdrop amount: 1,540,000 CCVIP user lock-up limit: 50,000 BGBRegular user lock-up limit: 5,000 BGBUSDGO Lock-up PoolTotal airdrop amount: 130,000 CCIndividual lock-up limit: 500,000 USDGOCC Lock-up PoolTotal airdrop amount: 130,000 CCIndividual lock-up limit: 3,000,000 CC

According to BBX data, the first public collapse case in the corporate digital asset reserve sector occurred yesterday, and on the same day, the crypto industry jointly issued the largest legislative mobilization of the year. Several listed companies disclosed their latest reserve actions, with the core dynamics as follows:Satsuma Technology Plc (LSE: $SATS) reported by Bloomberg on April 23 that digital asset investment firm Pantera Capital (holding approximately 6.7%) is pressuring the company, along with other shareholders, to liquidate all 646 BTC (current market value approximately $50 million) and return the cash to shareholders. The company's executive chairman, Ranald McGregor-Smith, confirmed that they have received requests from shareholders for capital return, stating that they are "evaluating options."DeFi Development Corp. (NASDAQ: $DFDV) announced that its Treasury Accelerator Program has completed a strategic equity investment in Japanese listed company Allied Architects, Inc. (TSE: 6081), marking the company's first entry into the Asian market. As of recently, the company holds approximately 2.2 million SOL (market value approximately $195 million), using "SOL per Share (SPS)" as a core performance indicator.H100 Group AB (OTCMKTS: $HOGPF) upgraded the letter of intent (LOI) signed in March to a binding share purchase agreement, intending to acquire a total of approximately 2,450 BTC reserves from Moonshot AS and Never Say Die AS; upon completion, the company's BTC holdings are expected to rise to approximately 3,501 BTC, with the transaction structure being all-stock consideration (BTC for BTC, no cash involved). Existing shareholders are expected to hold about 30% after completion, with the delivery expected to be completed by August 2026.Remixpoint, Inc. (TSE: 3825) recently increased its holdings by 20.0312 BTC (approximately $1.57 million), bringing its total BTC holdings to 1,431.33 BTC, with a current paper profit of approximately $21.28 million; the company also plans to purchase approximately $3.13 million in additional crypto assets.

Supported by Paradigm, Succinct Labs has released the iPhone camera app ZCAM, which generates "digital fingerprints" for photos and videos using cryptographic technology to address the forgery risks posed by AI-generated content.ZCAM can sign images at the moment of capture, creating an immutable record and binding the content to the capturing device, allowing users to independently verify whether the material comes from a real device, whether it has been tampered with, or whether it was generated by AI. Unlike solutions that rely on AI detection, Succinct chooses to start from the hardware layer of the device, generating a unique cryptographic signature for each shot. The company states that existing AI detection tools are prone to failure, while this solution can enhance the reliability of authenticity verification. Similar projects include World, which aims to reduce risks by distinguishing between real human and AI identities.

The decentralized prediction market network Reppo announced that its Reppo Foundation has received a strategic investment commitment of $20,000,000 from Bolts Capital to support the next phase of development and ecosystem expansion of the Reppo protocol, as well as to promote the use of prediction markets to solve the training data bottleneck issue.Reppo stated that its core concept is to transform human judgment into verifiable, incentivized data sources through prediction market mechanisms, addressing the current challenges in acquiring high-quality data for AI training. The project supports multimodal data processing, including text, images, audio, and video, by building a decentralized data network (Datanets), providing support for model training, evaluation, and fine-tuning.