strat

According to the monitoring by the National Climate Center of the China Meteorological Administration, since September, the sea temperature in the equatorial central eastern Pacific has continued to rise, with the sea temperature index breaking 3°C for the first time.It is expected that around November, the peak of the sea temperature index will reach 3.2°C to 3.5°C, forming the strongest super El Niño event on record.

According to Lookonchain, Strategy transferred 3,568 BTC in the past 9 hours. Arkham analyst Emmett Gallic stated that these transactions were neither sales nor external transfers, but rather normal fund allocations within the Fidelity custody system.Fidelity treats all BTC deposited by clients as interchangeable assets and will transfer funds as needed. The relevant addresses have been marked as Fidelity addresses on Arkham.

According to BBX data, yesterday global US and European listed companies disclosed the latest official accounts regarding digital asset treasury allocation and secondary market increases, with the core updates as follows:BitMine's Ethereum holdings surpassed the milestone of 6 million coins, with total assets reaching 17.2 billion USD: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 17,362 Ethereum last week, pushing its total ETH holdings to a historic high of over 6 million coins. As of September 27, 2026, its total Ethereum holdings reached 6,001,302 ETH (approximately 4.9% of the total Ethereum supply). Since launching its ETH treasury strategy on June 30, 2025, the company has achieved continuous weekly increases in less than 15 months. Currently, the total value of cryptocurrencies, cash, and other investments held by BitMine is approximately 17.2 billion USD (including 672 million USD in cash and securities, 213 BTC, 180 million USD in Beast Industries equity, and a 115 million USD investment in Eightco Holdings). The staked Ethereum remains at 5,067,309 coins (84% of total holdings), corresponding to a value of approximately 13.7 billion USD, with an annualized staking yield of about 358 million USD.Strategy (NASDAQ: $MSTR) spent 142.7 million USD to buy 1,665 BTC, holding a total of 847,000 coins: According to the latest 8-K filing submitted by Strategy, the company purchased 1,665 Bitcoin at an average price of approximately 85,681 USD from September 21 to 27, totaling about 142.7 million USD. During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately 246.2 million USD (of which 142.7 million USD was used to purchase Bitcoin and 103.5 million USD for repurchasing STRC preferred stock); additionally, it used 151.7 million USD to repurchase 1,534,500 shares of STRC preferred stock (including 103.5 million USD from ATM fundraising and 48.1 million USD in USD cash), leaving a remaining repurchase capacity of approximately 723.5 million USD. As of September 27, Strategy has accumulated 847,666 Bitcoin (with a total holding cost of approximately 63.95 billion USD, at an average price of approximately 75,437 USD), with a USD Reserve balance of 5.02 billion USD and a USD Cash balance of 1 billion USD.Strive (NASDAQ: $ASST) increased its holdings by 1,107 Bitcoin, raising total holdings to 27,462 coins: According to the 8-K filing submitted to the SEC, Strive purchased 1,107 Bitcoin at an average price of approximately 85,396 USD from September 21 to 25. As of September 25, Strive's total Bitcoin holdings reached 27,462 BTC. Additionally, its balance sheet holds 505,000 shares of Strategy STRC preferred stock (fair value approximately 49.76 million USD) and approximately 248.8 million USD in cash reserves.DeFi Development Corp (NASDAQ: $DFDV) increased its holdings by over 47,000 SOL, surpassing 2.53 million coins: According to documents submitted to the SEC, Solana treasury company DeFi Development Corp increased its holdings by 47,706 SOL and SOL equivalents from September 21 to 25. As of September 25, its total holdings reached 2,538,010 coins, representing a week-on-week growth of approximately 2%, continuously generating yield and liquidity deployment on-chain through staking and validating node networks.Capital B completed ATM fundraising, spending 970,000 Euros to increase holdings by 13 BTC: French Bitcoin treasury listed company Capital B (Euronext: $ALCAP) announced that it completed fundraising through an ATM equity financing plan signed with the well-known asset management firm TOBAM at a price of 5.68 Euros per share (approximately 6.44 USD), raising approximately 980,000 Euros (about 1.11 million USD). The company subsequently used approximately 970,000 Euros (about 1.1 million USD) in full to increase its holdings by 13 Bitcoin in the secondary market.

According to Lookonchain monitoring, in the past 9 hours, Strategy transferred 3,568 Bitcoins, worth 297 million dollars.

According to SoSoValue data, as of 8 AM Eastern Time on September 28, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $239 million, an increase of 30.4% compared to last week.Strategy (formerly MicroStrategy) purchased 1,665 Bitcoins last week at a price of $85,681, spending approximately $143 million, bringing its total holdings to 847,666 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking eleven consecutive weeks without a purchase.In addition, three other companies announced Bitcoin purchases or holdings last week. The French Bitcoin company Capital B announced on September 28 that it purchased 13 Bitcoins at a price of $85,693.40, bringing its total holdings to 3,538 Bitcoins; asset management company Strive announced on September 28 that it spent approximately $94.53 million last week to purchase 1,107 Bitcoins at a price of $85,396, bringing its total holdings to approximately 27,462 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 1,159,755 Bitcoins, an increase of 0.32% compared to last week, with a current market value of approximately $9.674 billion, accounting for 5.7% of Bitcoin's circulating market value.

Belarus High-Tech Park (HTP) has registered the country's first two cryptocurrency banks. The two institutions first obtained HTP resident enterprise status and then need to be certified by the National Bank of Belarus and included in the cryptocurrency bank registry, with the specific names of the institutions not yet disclosed.According to the relevant decrees issued by Belarus this year, cryptocurrency banks can combine digital token operations with banking, payment, and other related financial services.

According to PR Newswire, Brazilian fintech company NG.CASH has completed a strategic financing of 15 million dollars, led by Blockchain Capital. Since its establishment in 2021, the company's total financing has exceeded 65 million dollars.It is reported that NG.CASH holds two licenses issued by the Central Bank of Brazil for direct credit companies and payment institutions, and is applying for a virtual asset service provider license. Since its establishment in 2021, NG.CASH has surpassed 10 million accounts, with platform transaction volume reaching several billion dollars.

According to the 8-K document submitted by Strategy to the SEC, the company purchased 1,665 bitcoins at an average price of approximately $85,681 from September 21 to 27, 2026, totaling about $142.7 million.During the same period, the company sold 1,469,200 shares of MSTR common stock through its ATM program, raising approximately $246.2 million, of which $142.7 million was used to purchase bitcoins and $103.5 million was used to repurchase STRC preferred stock; additionally, $151.7 million was used to repurchase 1,534,500 shares of STRC preferred stock (of which $103.5 million came from ATM fundraising and $48.1 million from USD Cash), leaving a remaining balance of approximately $723.5 million for the preferred stock repurchase program.As of September 27, Strategy held a total of 847,666 bitcoins, with a total holding cost of approximately $63.95 billion, at an average price of about $75,437. The balance of USD Reserve is $5.02 billion, and the balance of USD Cash is $1 billion.

Strategy announced that the special shareholders' meeting is scheduled to be held online on October 28 at 10:00 AM (Eastern Time), with the record date for stock ownership set for September 25, where common stock shareholders will vote.Previously, Strategy indicated that it plans to change the dividends for STRF, STRC, STRK, and STRD to be accrued daily, and related matters will be voted on at this shareholders' meeting.

According to informed sources, the Trump administration is considering launching an overseas stablecoin program, which may take the form of a joint venture with private enterprises. The Department of the Treasury, the State Department, and the U.S. International Development Finance Corporation (DFC) may all participate to expand the use of the U.S. dollar and support demand for U.S. Treasury bonds.Tether's latest reserve report shows that as of June 30, it directly holds $11.496 billion in U.S. Treasury bonds, with total reserve assets of $18.775 billion, exceeding liabilities by $4.11 billion. The plan has not yet established a partnership with Tether and has not yet become an officially operational project.

Strategy and Strive collectively increased their holdings by 2,305 Bitcoins this week, reaching 846,000 and 26,355 coins respectively. All listed companies hold a total of 1,273,000 BTC, with Strategy ranking first among listed companies in terms of coin holdings, and Strive making it into the top five.

During Chinese President Xi Jinping's state visit to the United States, China and the United States reached an eight-point consensus on achievements. Both sides agreed to build a strategically stable relationship based on respect, fairness, and equality, and to support each other in hosting the APEC and G20 meetings. The two heads of state agreed on Iran's commitment to not develop nuclear weapons and recognized the positive role of the China-U.S. economic and trade consultation mechanism, reaching a mutual tariff reduction arrangement of 30 billion dollars. Both sides also agreed to establish a dialogue and communication channel for China-U.S. artificial intelligence.

Founder of Strategy Michael Saylor posted that Strategy plans to adjust the dividend mechanism for STRF, STRC, STRK, and STRD, intending to accrue dividends daily, including weekends and holidays, and pay them on the next business day.Saylor stated that this proposed adjustment will not change the economic terms of the relevant securities, and the main goal is to enhance price stability, liquidity, and market demand.

According to The Block, Ethena is incorporating tokenized U.S. stocks and Binance stock perpetual contracts into the foundational trading support strategy of USDe. Among them, Binance bStocks will serve as the tokenized spot support asset, while Ethena will hedge through Binance stock perpetual contracts to maintain Delta neutrality.The Ethena Risk Committee has previously approved the inclusion of tokenized stock foundational trading into the allocation strategy. Ethena stated that the open interest of Binance stock perpetual contracts has currently exceeded $2.9 billion, with a monthly average compound growth rate of 105% this year, and the average annualized return of stock foundational trading over the past six months has been 3.56%; the company expects that as more stock market assets go on-chain, the opportunity size of stock perpetual contracts will ultimately significantly exceed that of the cryptocurrency perpetual contract market.Guy Young, founder of Ethena Labs, stated that this is the most important expansion of its funding mechanism since the launch of USDe.

According to Lookonchain monitoring, the wallet 0x6436 associated with Hyperliquid Strategies Inc has purchased another 494,200 HYPE (worth 45.8 million USD) in the past 16 hours.In the past month, this wallet has accumulated a total purchase of 5.51 million HYPE (worth 476 million USD), with an average daily purchase of 183,574 HYPE (worth 15.86 million USD). Hyperliquid Strategies Inc currently holds 35.1 million HYPE (worth 3.2 billion USD).

French semiconductor company Sequans Communications has sold its last 314 bitcoins, completing its exit from the bitcoin reserve strategy, having previously held over 3,200 BTC. Sequans stated that this exit was conducted after the redemption of convertible bonds completed in May, allowing it to refocus on its core cellular IoT and software-defined radio business.Sequans CEO Georges Karam stated that the company used the proceeds from the bitcoin sales to pay off convertible bonds and strengthen its balance sheet. Currently, Sequans holds no cryptocurrency and has no outstanding debts other than government-funded R&D obligations. Sequans launched its bitcoin reserve strategy in June 2025, announcing a $384 million equity security and convertible secured bond issuance, with Karam at the time calling bitcoin a primary asset and an attractive long-term investment.The company began to reduce its holdings less than six months later, selling 970 BTC in November to redeem half of the convertible bonds. By May 2026, Sequans indicated that it would no longer pursue the reserve strategy and would gradually liquidate the remaining bitcoins. During the 2026 crypto bear market, an increasing number of digital asset reserve companies abandoned or scaled back their accumulation strategies. VanEck's head of digital asset research, Matthew Sigel, noted at the end of July that at least nine companies had completely liquidated or abandoned their bitcoin and cryptocurrency reserve strategies in 2026.

Bitwise announced the launch of the Bitwise Premium+ RWA Vault (PPLUS) on the Ember Protocol. PPLUS holds a curated portfolio of real-world assets (RWA) and employs a leveraged strategy, targeting a net yield of over 10%.Its assets include PST from Huma Finance, sUSDai from USDai, and PRIME from HastraFi, corresponding to cross-border payment financing, AI GPU loans, and tokenized debt secured by high-quality residential equity, respectively.It is reported that Bitwise is responsible for the strategy design of assets, positions, and leverage parameters, while Ember is responsible for vault operations and trade execution. PPLUS is open only to non-U.S. persons, and Bitwise warns that the vault involves leveraged credit strategies, and deposited assets may face the risk of partial or total loss.

Ondo Finance has launched a new category of on-chain products, Ondo Intelligent Portfolios, which presents curated investment portfolios through a single transferable on-chain token. The first three portfolio tokens are constructed based on BlackRock's customized portfolio strategies for Ondo, allowing qualified investors in eligible jurisdictions outside the United States to gain relevant economic exposure through a single token.Traditionally, diversified, professionally constructed investment strategies typically required access through brokerage accounts and traditional fund structures. Now, these portfolios can be accessed through peer-to-peer transferable tokens issued by Ondo, available in users' existing wallets, exchanges, and DeFi applications, and support automatic rebalancing via smart contracts, programmable integration with the broader on-chain economy, and the combination of multiple asset classes within a single token.The three strategies are BLKHIon (High Yield), BLKDIGon (Diversified Growth), and BLKGRWon (High Growth). Holding the tokens provides economic exposure to the underlying asset baskets; each product is issued by Ondo Global Markets and tokenized by Ondo Finance. Investors only need to mint or redeem a single token to hold tokenized assets with weighted allocations, with positions, weights, and rebalancing visible on-chain in real-time.Lisa O'Connor, Head of Global Model Portfolio Solutions at BlackRock Multi-Asset Strategies, and Co-Chief Investment Officer of Global Solutions, stated that tokenization provides a new digital delivery pathway for portfolio strategies; Ian De Bode, Acting CEO and President of Ondo Finance, mentioned that such portfolios have never appeared on-chain before. Ondo plans to continue expanding this product line in the future.

Bitcoin Treasuries posted on platform X that BlackRock's iShares (IGV) ETF disclosed an increase in its holdings of Bitcoin reserve company Strategy by 123,472 shares, valued at 19.5 million dollars.Currently, the ETF holds a total of 1.76 million shares of Strategy, valued at 280 million dollars.

According to on-chain analyst Yu Jin's monitoring, the HYPE treasury company Hyperliquid Strategies has increased its holdings by 1.444 million HYPE over the past week at an average price of about 93.7 USD, costing approximately 135 million USD.Currently, the company holds approximately 35.1 million HYPE, valued at about 3.206 billion USD, with an average cost basis of about 46.7 USD, and a current unrealized profit of about 1.567 billion USD.