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邁克爾·索南施坦,前Grayscale Investments首席執行官,已擔任Securitize的首席運營官,Securitize是一家領先的代幣化平臺。在2024年5月辭去Grayscale職務後,索南施坦一直在爲各種金融科技和區塊鏈公司提供諮詢。作爲首個上市比特幣基金的創始人,他在代幣化蓬勃發展的時期加入Securitize。該公司由包括黑石在內的主要參與者支持,專注於代幣化證券。索南施坦旨在加強與資產管理公司的聯繫,並擴大營銷努力,抓住對代幣化日益增長的需求。
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Activist investor Starboard Value has taken a notable stake in Bitcoin miner Riot Platforms, sparking a rise in Riot's stock price. While financial specifics weren't disclosed, sources suggest Starboard is pushing Riot to shift some Bitcoin mining capacity towards hyperscalers, capitalizing on the AI boom. Riot confirmed discussions with Starboard, emphasizing a commitment to shareholder value. Despite a 25% stock dip this year, Riot's shares jumped over 10% following the news. The move aligns with a broader trend of miners pivoting to AI and high-performance computing.
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BlackRock, the world's largest asset manager, suggests a 1-2% Bitcoin allocation for investors, according to a recent report. This range is deemed reasonable for those looking to include BTC in their portfolios without significantly increasing risk. BlackRock compares this allocation to investing in mega-cap tech stocks like Amazon and Microsoft. With $11.5 trillion in assets under management, BlackRock also sponsors the largest spot BTC ETF, iShares Bitcoin Trust. The report highlights Bitcoin's unique return profile, emphasizing its potential for diversification and long-term adoption as key factors.
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Crypto ownership is on the rise globally, despite challenges like market volatility and scams. Consensys' 2024 Perception Survey highlights significant growth in countries like Mexico, the Philippines, and South Africa. Emerging markets are leading the charge, with high crypto wallet ownership in Nigeria, Vietnam, and India. However, barriers remain, especially in Europe and Japan, where fewer people are investing. Interest in crypto investments is stronger in Asia and Africa, while Europe and Canada show less enthusiasm. Demographic differences persist, with younger men more familiar with crypto than women and older age groups. The survey involved over 18,000 participants across 18 countries.
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**Texas Proposes Bitcoin Reserve Legislation** A Texas lawmaker has introduced a bill to establish a Bitcoin reserve as part of the state's treasury. The "Texas Strategic Bitcoin Reserve Act," proposed by Representative Giovanni Capriglione, suggests holding Bitcoin as a reserve asset for at least five years. The bill allows for voluntary BTC donations from Texas residents and entities, with no taxpayer funds used for purchases. The proposal requires a two-thirds majority in the Texas Senate and House to pass. Similar initiatives have been seen in Alabama and Pennsylvania, reflecting a growing interest in state-level Bitcoin reserves.
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Ether (ETH) saw a notable 11.6% rally from Dec. 10 to Dec. 12, bouncing back from earlier losses. This surge was fueled by strong inflows into Ether ETFs and increased activity on the Ethereum network, boosting investor confidence. Between Dec. 9 and Dec. 11, Ether ETFs saw $557 million in net inflows, as investors bought the dip at $3,550. Ethereum's total value locked (TVL) jumped to $78 billion, a 31% increase over the past month, driven by deposits in protocols like AAVE and Binance Staking. Ethereum's layer-2 solutions also added $11 billion in deposits, enhancing its competitive edge. Bitwise predicts ETH could hit $7,000, citing ETF adoption and layer-2 growth. Meanwhile, World Liberty Financial's recent swap of USDC for Ether, increasing its holdings to over $55 million, may have bolstered market sentiment. With a 65% price surge over three months, Ethereum's dominance in DApp activity and institutional interest suggest a strong outlook.
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