据 Onchain Lens 监测，一巨鲸近期向 HyperLiquid 转入 350 万枚 USDC，并开立 BTC 及 ETH 空头仓位，杠杆倍数高达 20 倍。该操作显示其正押注市场短期将出现下行波动。

According to BlockBeats, Mara Holdings announced record earnings for the third quarter, with profits reaching $123 million. This significant improvement is attributed to the rise in Bitcoin prices and enhanced operational efficiency, leading to a 92% increase in revenue, totaling $252 million. The company has successfully transitioned from a loss of $125 million a year ago to profitability, thanks to a 64% increase in computing power and reduced electricity costs. During the third quarter, Mara Holdings mined 2,144 Bitcoins and currently holds 53,250 Bitcoins, valued at approximately $5.6 billion at current prices.

According to PANews, James Wynn initiated a short position on Bitcoin when its price was $116,000. The current size of this position is $687,000, yielding a profit of $50,000. The liquidation price for this position is set at $111,350.

According to Cointelegraph, Forward Industries has announced a $1 billion share repurchase program as part of its strategic shift towards a digital asset treasury model. This initiative is designed to return value to shareholders while the company continues to build its position in Solana, a prominent blockchain platform. The authorization, granted on Monday, allows Forward Industries to repurchase its stock through various methods, including open-market purchases, block trades, or privately negotiated transactions. Forward Industries emphasized that the repurchase program offers flexibility in the face of market volatility, a common strategy to enhance shareholder value by reducing the number of shares outstanding and minimizing dilution. The company stated, "The authorization gives us flexibility to return capital to shareholders when we believe our stock trades below intrinsic value, all while continuing to execute our Solana treasury and operational initiatives." Currently, Forward Industries holds over 6.8 million Solana (SOL) tokens, valued at approximately $1.1 billion, making it the largest corporate holder of Solana. In addition to its substantial Solana holdings, Forward Industries has launched a validator node on the Solana network, further integrating itself into the blockchain ecosystem. Despite these strategic moves, Forward's stock experienced a nearly 20% decline on Tuesday, reflecting broader challenges in the cryptocurrency-linked equities sector. This downturn highlights the pressures faced by companies that have adopted a "crypto treasury" model, a strategy that gained popularity during the bull market as firms sought to boost share prices and align with high-growth digital asset sectors. Analysts from Standard Chartered have noted that many crypto treasury companies are encountering valuation pressures, as their enterprise values have decreased relative to the market value of their crypto holdings, effectively diminishing their market net asset value (mNAV). This issue is not confined to altcoin-focused strategies; venture capital firm Breed has cautioned that only a few Bitcoin treasury companies might escape the "death spiral" caused by collapsing NAVs. As the digital asset landscape continues to evolve, companies like Forward Industries must navigate these challenges to maintain their strategic positions and shareholder value.

According to PANews, Riot Platforms, a Bitcoin mining company listed on Nasdaq under the ticker RIOT, has released its production and operational update for October 2025. The company produced 437 Bitcoins during the month, marking a 2% decrease from the previous month and a 14% decline compared to the same period last year. Riot Platforms sold 400 Bitcoins in October, resulting in net sales revenue of $46 million. The company currently holds a total of 19,324 Bitcoins, with a deployed hash rate capacity of 36.6 EH/s.

比特币矿企 Mara Holdings 公布 2025 年第三季度财报，净利润达 1.23 亿美元，创公司历史新高。业绩增长主要受比特币价格上升及运营效率提升推动，公司季度收入同比增长 92%，达到 2.52 亿美元。Mara Holdings 在第三季度共挖出 2144 枚比特币，并实现由亏转盈，相较去年同期亏损 1.25 亿美元大幅改善。公司称，这得益于算力提升 64%及电力成本下降。目前其持有约 53,250 枚比特币，按现价计算总价值约 56 亿美元。（The Block）

据行情数据，Sui 生态 AI 基础设施项目 DeAgentAI（AIA）价格短时突破 2.5 美元，现报 2.4 美元，日内涨幅超 100%。

BTCC reported a combined $29. 2 billion USDT in trading volume from its tokenized real-world asset (RWA) futures between Q2 and Q3 of 2025, with $16. 4 billion recorded as volume in Q2 and $12. 8 billion in Q3. BTCC Exchange, a crypto platform that has been operating since 2011, recently announced that it has crossed a major […] source: https://www.cryptopolitan.com/btcc-sees-29b-in-futures-volume-momentum-in-push-for-tokenized-rwa-market-share/

Ripple CTO David Schwartz broke down how XRP Ledger truly operates after a $120 million DeFi exploit of Balancer fueled questions about middlemen, mining and trust. source: https://u.today/ripple-cto-explains-why-xrp-ledger-doesnt-need-miners-or-smart-contracts

Upexi expanded its Solana holdings to over 2. 1 million SOL, but a sharp market downturn has cut its unrealized gains from $72 million to about $15 million. <p>The post Nasdaq-Listed Upexi Grows Solana Holdings but Market Pullback Cuts Profit first appeared on Ecoinimist. </p> source: https://ecoinimist.com/2025/11/04/upexi-grows-solana-holdings/?utm_source=rss&utm_medium=rss&utm_campaign=upexi-grows-solana-holdings

超过 90% 的加密资产本质都是投机驱动，但纯粹的投机并非永动机，当市场参与者失去兴趣或无法持续获利时，投机需求就会消退。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

美国联邦政府停摆 34 天后出现转机，参议院共和党高层释放乐观信号，称正接近解决方案。

让人们能够使用自己的加密货币资产，而无需放弃自主保管权或频繁地将其兑换成银行存款。

一则发文，再度点燃加密货币市场！马斯克轻轻一挥“魔法棒”，狗狗币的月球梦从未如此接近现实。

不久前，a16z 普通合伙人 David George 与 Atreides Management 管理合伙人兼 CIO Gavin Baker 展开了一场关于「AI 时代的宏观逻辑」的深度讨论。

今日晚间推荐阅读：1.黑历史不断的Balancer为何仍有粉丝；2.BTC最大买家停止大量增持、ETF资金流入疲软 是BTC大跌原因？；3.美国政府停摆是当前加密市场疲软原因之一；

加密市场,VWin策略：降息落地但鹰声未止 市场仍处结构性换手期 金色财经,“流动性名义宽松、实质紧张”

黄金的暴涨，并非单一因素驱动，而是「制度变革、地缘政治、货币超发与储备重构」四大核心因素共同作用的结果。

加密市场,牛市真的要完了吗？ 金色财经,2025年的11月回调，又将迎来怎样的结局？