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Bitget, in collaboration with Reality and Keyring, released a research report and plans to launch the first on-chain stock basis trading strategy

Bitget, in collaboration with Reality and Keyring, has released a research report exploring the synergy mechanisms of tokenized stocks, perpetual contracts, and decentralized lending, and evaluating the potential returns and risks of related strategies through simulation calculations. The report points out that the application of tokenized stocks is extending from traditional stock trading to more scenarios such as collateralized lending, asset management, and systematic investment strategies.The research is based on Reality's rToken, combined with stock perpetual contract hedging and on-chain lending mechanisms, to explore stock basis yield strategies. Historical simulation data shows that from December 15, 2025, to October 19, 2026, the annualized net return of the strategy index is approximately 7% and 4% for in-sample and out-of-sample, respectively, with a gross funding cost rate premium of about 11% to 14%. The report also notes that financing costs, transaction execution fees, market liquidity, and risk management are key factors affecting the actual returns of the strategy.It is reported that Bitget and Keyring plan to jointly develop a stock basis index and build an on-chain lending market based on Reality's rToken. Among them, Reality provides exposure to tokenized stock assets, while Keyring is responsible for developing the index methodology and constructing the related lending market. The index aims to capture funding rate and basis yield opportunities by combining rToken holdings with corresponding stock perpetual contract hedging positions, providing new strategic pathways for the application of tokenized stocks in on-chain financial scenarios.

first_img Visser Labs Founder: Cryptocurrency Assets May Outperform AI Stocks

According to Cointelegraph, Jordi Visser, founder of Visser Labs, former Managing Director at Morgan Stanley, and Chief Investment Officer at Weiss, stated in the Cointelegraph podcast "Trade Secrets" that crypto assets may yield better returns from the AI boom than AI stocks. He believes that AI entities are creating demand for crypto payments and tokenized assets, stating, "Without AI, the crypto market will not emerge from this bull market."Visser compared AI entities to the App Store or smartphones in the crypto industry, where users can instruct the entities to execute financial operations such as trades on their behalf. He also cautioned about risks: if AI experiences a severe downturn and drags down the stock market, it could cause the crypto market to retest previous lows, but it would not end the bull market. He mentioned that the "fireworks show" of AI has ended, not the end of AI itself, and investors should lower their expectations for returns from AI stocks.In terms of holdings, as of August, Visser only held Bitcoin, Ethereum, and Solana, and then began buying a broader range of tokens, with Bitcoin still being his largest position. He is watching Dogecoin as a signal of retail enthusiasm returning and maintains an equally weighted index composed of 42 tokens and 4 publicly traded stocks, which has outperformed Bitcoin since June. He has also positioned himself in privacy themes, believing that Zcash and Monero align with his investment logic.

first_img bitcoin++ will hold the Antarctic Cold Storage Conference in January 2028, with only 22 spots available

The Bitcoin Technology Conference Series bitcoin++ has announced the launch of "Antarctica: Cold Storage Edition," scheduled from January 24 to February 5, 2028, with only 22 spots available. This event combines a technology conference with polar exploration, bringing discussions to a colder place in line with Bitcoin's "cold storage" (the practice of keeping private keys offline). Since its launch in Austin in 2022, bitcoin++ has held about 20 events in cities such as Berlin, Buenos Aires, Taipei, and Seoul, each with a specific theme, with the next event scheduled for November 5 to 6, 2026, in Seoul focusing on privacy.Participants will depart from Ushuaia, Argentina, cross the Drake Passage to the Antarctic Peninsula, and return, with a total duration of 13 days and 12 nights. Possible stops include Neko Harbour, Paradise Bay, Port Lockroy, and Lemaire Channel. Activities include kayaking, camping, hiking, snowshoeing, and Zodiac landings, with specific landing points depending on weather, ice conditions, and the expedition team's decisions. The conference will take a non-conference format, allowing participants to propose their own talks, presentations, and discussions, with Starlink available on board and independent rooms for temporary hackathons and workshops.Reservations are currently open, with ticket prices quoted in US dollars: a four-person cabin costs $14,900, and a double cabin costs $16,700, with the option to pay in five equal installments or pay in full at the time of registration; paying in full with Bitcoin offers a 5% discount. The ticket price includes a cold-weather jacket. The final payment must be completed by October 1, 2027, and medical, evacuation, and repatriation insurance must be purchased separately. Sponsors can print their brands on the expedition jackets, with sponsorship amounts ranging from $5,000 to $25,000, each covering approximately 22 jackets. The itinerary covers the Antarctic Peninsula, not the geographic South Pole.
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