thaw

Theo thông tin từ ChainCatcher, theo báo cáo của phương tiện truyền thông BusinessInsider, dựa trên dữ liệu công khai về cổ phần, công ty Berkshire Hathaway thuộc về "nhà đầu tư vĩ đại" Warren Buffett, thông qua mô hình "nắm giữ xuyên thấu" với hai lớp cổ phần, đã gián tiếp nắm giữ khoảng 0.04% cổ phần của công ty công nghệ không gian SpaceX, tương ứng với giá trị thị trường vượt quá 700 triệu USD.Điều này cũng khiến Buffett và "Người sắt" Elon Musk, hai ông trùm kinh doanh hàng đầu, hiếm khi có sự giao thoa về vốn. Musk từ lâu đã coi sự công nhận đầu tư của Buffett là một sự bảo chứng quan trọng trong ngành, nhiều lần công khai đưa ra lời mời gọi Buffett trở thành cổ đông của công ty mình trên các nền tảng xã hội. Musk đã đăng bài vào năm 2023 để châm chọc rằng "thật tiếc là ông ấy không đầu tư khi giá trị thị trường của Tesla chỉ là 0.1% như hiện tại". Năm 2024, ông lại công khai bày tỏ "ông ấy nên đầu tư vào Tesla, đó là lựa chọn rõ ràng". Hiện tại, mặc dù Buffett chưa đầu tư vào Tesla, nhưng theo một cách khác, ông đã trở thành "cổ đông vô hình" của SpaceX. Xét về cấu trúc cổ phần, quyền lợi này không phải là Berkshire trực tiếp đầu tư vào SpaceX, mà là tài sản phụ thuộc từ việc nắm giữ cổ phần lớn trong công ty mẹ của gã khổng lồ công nghệ Google, Alphabet.

Tin tức từ ChainCatcher, Berkshire Hathaway đã nộp báo cáo 13F về danh mục đầu tư quý 2 năm 2026 cho SEC Hoa Kỳ, dữ liệu cho thấy, trong quý thứ hai sau khi Warren Buffett từ chức, danh mục đầu tư của công ty đã có sự điều chỉnh rõ rệt, mạnh tay mua vào công ty mẹ của Google là Alphabet, đồng thời giảm tỷ trọng trong các lĩnh vực tài chính và tiêu dùng.Tính đến ngày 30 tháng 6 năm 2026, tổng giá trị cổ phiếu của Berkshire đã tăng lên 29.9 tỷ USD, cao hơn so với quý trước là 26.3 tỷ USD. Trong quý 2, công ty đã thêm 1 vị trí mới, tăng cường 7 cổ phiếu, giảm 6 cổ phiếu và thanh lý 1 cổ phiếu, 10 vị trí lớn nhất chiếm tới 88.74%.Trong đó, Alphabet trở thành điểm sáng lớn nhất. Trong quý 2, Berkshire đã tăng cường tổng cộng khoảng 48.1 triệu cổ phiếu loại A và C của Alphabet, giá trị vị trí mới vượt quá 17 tỷ USD, giúp Google vượt qua Bank of America, vươn lên trở thành cổ phiếu lớn thứ tư của Berkshire. Hiện tại, 5 vị trí lớn nhất của công ty lần lượt là Apple, American Express, Coca-Cola, Alphabet và Bank of America. Ngoài Google, Berkshire cũng đã tăng cường nhẹ cổ phần của Delta Air Lines, Lennar và Macy's. Trong đó, việc tăng cường cổ phần của Delta Air Lines đã thu hút sự chú ý, thị trường cho rằng động thái này có thể phản ánh công ty lạc quan về sự phục hồi nhu cầu đi lại hàng không và cải thiện hoạt động doanh nghiệp.Về việc giảm cổ phần, Berkshire đã tập trung giảm tỷ trọng trong các lĩnh vực tài chính và tiêu dùng trong quý 2. Trong đó, Bank of America đã giảm khoảng 30.2 triệu cổ phiếu, tỷ lệ cổ phần giảm 5.89%, tương ứng với giá trị khoảng 1.72 tỷ USD, trở thành mục tiêu giảm lớn nhất; First Capital Financial đã giảm khoảng 4.2 triệu cổ phiếu, tỷ lệ cổ phần giảm khoảng 58%; đồng thời giảm khoảng 11 triệu cổ phiếu của Kroger, quy mô cổ phần giảm khoảng 22%.Thị trường cho rằng, Berkshire đã kết thúc chuỗi 14 quý liên tiếp bán ròng cổ phiếu trong quý 2 và đã mua ròng gần 20 tỷ USD cổ phiếu, cho thấy người lãnh đạo mới Greg Abel đang thúc đẩy danh mục đầu tư nghiêng về hướng tăng trưởng công nghệ, mở ra sự chuyển hướng trong phân bổ tài sản của "thời đại hậu Buffett".

BSTR Chief Investment Officer Sean Bill stated that he is trying to create "Berkshire Hathaway 2," a company dedicated to achieving an increase in the number of Bitcoin per share. Sean Bill expressed the hope to enter the capital market, effectively manage the capital structure, and allow BTC to play a role in the market.

ZachXBT stated on platform X that Circle has unfrozen ckUSDC (Dfinity bridge) and two hot wallets, including one starting with the address 0x00e. Currently, 5 out of the 16 wallets that were previously frozen have been unfrozen.It stated that after the confidentiality restrictions related to the civil case in New York are lifted, information about the plaintiffs, expert witnesses, and other relevant parties will be disclosed.

According to Jin Ten, Berkshire Hathaway's cash reserves reached a record $381.67 billion, with a net investment income of $17.311 billion in the third quarter, compared to $16.161 billion in the same period last year.As of September 30, 2025, there were 1,438,223 Class A equivalent shares issued, and for the third quarter, it has been a net seller of stocks for the 12th consecutive quarter.

ChainCatcher news, according to Jinshi reports, Berkshire Hathaway A (BRK.A.N) Q2 2025 net profit is $12.37 billion, market expectation is $10.703 billion, and the same period last year was $30.348 billion.In addition, Berkshire Hathaway A (BRK.A.N) Q2 2025 revenue is $92.515 billion, market expectation is $91.963 billion, and the same period last year was $93.653 billion.

ChainCatcher news, according to Cointelegraph, Warren Buffett's Berkshire Hathaway has completely exited its stake in Nu Holdings, the parent company of Latin America's crypto-friendly bank Nubank, realizing a profit of approximately $250 million from this investment.This exit is not due to poor performance by Nubank, as the company reported a net income of $557.2 million in the first quarter of 2025, a 47% year-over-year increase, with a 91% growth in net income for the entire year of 2024. This move is actually part of Berkshire's broader strategy to divest from its financial sector, having also sold shares of Citigroup and reduced its holdings in Bank of America, totaling over $2.1 billion in financial stock sales, pushing cash reserves to a record $347.8 billion.

ChainCatcher news, according to Business Insider, the attitude of the U.S. political sphere towards cryptocurrency is warming at a pace that exceeds industry expectations, with bipartisan lawmakers beginning to actively engage with the crypto space after years of skepticism. Ledger's Global Policy Director Seth Hertlein stated, "'Embrace' is too strong a word, but I do think there is a clear thaw happening." He emphasized, "Cryptocurrency was a huge topic in the last election, and I don't think anyone in Washington can ignore that. Cryptocurrency is here to stay; it cannot be ignored or stifled, and that is something both party leaders must face."The report noted that Trump has shifted from being firmly opposed to Bitcoin to supporting candidates for cryptocurrency and plans to launch a digital asset strategic reserve. Surprisingly, Democrats are also beginning to reconsider their anti-crypto stance. Cryptocurrency lobbying groups indicate that Democrats' hostility towards the industry has noticeably diminished, as Elizabeth Warren's anti-crypto views expressed earlier this January are gradually becoming outdated. This Tuesday, the U.S. Senate passed a measure to block Biden-era regulatory actions by an overwhelming majority, with a final tally of 70 votes in favor and 28 against, far exceeding Hertlein's expectation of 2-3 Democratic supporters.21Shares U.S. Business Director Federico Brokate emphasized that cryptocurrency is not a politicized asset class: "Different aspects of the cryptocurrency value chain are happening in traditional red or blue states." He believes the Democratic platform is naturally suited for decentralized finance.SkyBridge Capital founder Anthony Scaramucci criticized Democrats for being "really behind" on cryptocurrency issues. He stated that he had told the Biden team alongside Mark Cuban and Michael Novogratz, "You need to stop the anti-crypto actions." Scaramucci believes, "Democrats are not seeing the power of this industry, which indicates they are derelict in their duties now. If they do not change their stance on cryptocurrency, they will face many problems. But if I were them, I would at least remain neutral on Bitcoin."

ChainCatcher news, according to Fortune, although Berkshire Hathaway CEO and Chairman Buffett has repeatedly stated his position on cryptocurrencies and has never hidden his disdain for them, recent actions suggest that Berkshire Hathaway and some other investment managers may be gradually embracing cryptocurrencies.It is reported that Berkshire Hathaway has invested millions of dollars in Nu Holdings Ltd., a Brazilian bank related to cryptocurrencies, whose stock has risen 34% year-on-year. The bank has its own cryptocurrency platform and supports the cryptocurrency market. According to documents from the U.S. Securities and Exchange Commission (SEC), Berkshire Hathaway's stake in Nu increased from 0.1% at the end of the fourth quarter of 2022 to 0.4% in the third quarter of fiscal year 2024.This means that as of the end of the third quarter of fiscal year 2025, Berkshire Hathaway holds over 86 million shares of Nu stock, worth nearly $1.2 billion, while Buffett and Berkshire Hathaway are benefiting from an industry they previously claimed to understand little about. Now, Berkshire Hathaway seems to be making investments related to cryptocurrencies, and Buffett may need to revise his earlier statements about cryptocurrencies not having a significant impact.

ChainCatcher news, according to Fortune magazine, Berkshire Hathaway CEO and Chairman Buffett has repeatedly made clear his stance on cryptocurrencies and has never hidden his disdain for them. However, recent actions suggest that Berkshire Hathaway and some other investment managers may be gradually embracing cryptocurrencies.It is reported that Berkshire Hathaway has invested millions of dollars in a Brazil-based bank related to cryptocurrencies, Nu Holdings Ltd., whose stock has risen 34% year-on-year. The bank has its own cryptocurrency platform and supports the cryptocurrency market. According to filings with the U.S. Securities and Exchange Commission (SEC), Berkshire Hathaway's stake in Nu increased from 0.1% at the end of the fourth quarter on December 31, 2022, to 0.4% in the third quarter of fiscal year 2024. This means that as of the end of the third quarter of fiscal year 2025, Berkshire Hathaway holds over 86 million shares of Nu stock, worth nearly $1.2 billion, while Buffett and Berkshire Hathaway are benefiting from an industry they previously claimed to understand little about. Now, it seems that Berkshire Hathaway is engaging in cryptocurrency-related investments, and Buffett may need to revise his earlier statements about cryptocurrencies not having a significant impact.

ChainCatcher news, according to the Securities Times, from December 31, 2024, to January 3 of this year, Berkshire Hathaway, led by Buffett, acquired approximately 20,044 shares of VeriSign common stock for about $4.1 million.According to reporters' statistics, this is Berkshire's third investment in this company since December 2024. Possibly influenced by Berkshire's multiple increases in holdings, VeriSign's stock price has been rising since December 19, 2024. As of the market close on January 3 local time, the company's stock price was reported at $205.6, having once risen to $210, with a current total market value of $19.76 billion.ChainCatcher previously reported that Verisign had previously obtained a patent from the United States Patent and Trademark Office (USPTO) for applying blockchain technology to domain names.In addition, Verisign controls the ".com" and ".net" domains. The patent is titled "Domain Name Blockchain User Address," which outlines some key benefits and technical advantages of using DNS domain names associated with registrants in a blockchain network. It can support the use of domain names purchased in traditional DNS environments within a blockchain environment.

ChainCatcher news, according to Cointelegraph, Buffett's Berkshire Hathaway rose 0.75% on August 28, surpassing a market capitalization of $1 trillion, comparable to the total market capitalization of Bitcoin. So far in 2024, the stock has risen over 29%, exceeding the S&P 500 index's increase of 17%, and is comparable to Bitcoin's increase of 31% during the same period.It is reported that Berkshire achieved impressive profits in 2024 through a diversified business portfolio in insurance, energy, manufacturing, retail, and services. In the first half of this year, these business segments generated profits of $22.8 billion, a 26% increase compared to last year.

ChainCatcher news, the 2024 Berkshire Hathaway shareholder meeting is currently underway. According to the latest data from 8marketcap, the current market capitalization of Bitcoin is approximately $1.253 trillion, while Berkshire Hathaway's market capitalization is about $867.59 billion, with the former exceeding the latter by over $385 billion.Buffett has referred to Bitcoin as a "gambling token" and "rat poison," and stated that he does not hold any cryptocurrency.

ChainCatcher news, according to the latest data from 8marketcap, Bitcoin has surpassed Berkshire Hathaway to return to the top 10 global assets/companies by market capitalization. With the price rising above $40,000, Bitcoin's market capitalization has reached $784 billion, ranking 10th in the global asset market capitalization.