holdings

According to a report by Yicai, driven by rising international oil prices, the energy sector has become the best-performing sector of the S&P 500 index in 2026. As of October 27, the S&P 500 Energy Index has risen approximately 52% year-to-date, reaching a historical high, while the S&P 500 index has increased nearly 13% during the same period. Brent crude oil and WTI crude oil have risen over 70% and nearly 75% year-to-date, respectively, with U.S. energy companies' profits growing over 100% compared to the same period last year.A report from the U.S. Congress Joint Economic Committee shows that U.S. President Trump has seen his personal wealth increase by as much as $35.8 million this year due to holdings in oil and gas stocks, with net holdings in the sector reaching $81.6 million, nearly doubling since the end of 2025. A White House spokesperson stated that his portfolio is independently managed by third-party financial institutions.The report also points out that the surge in oil prices has led to a year-on-year increase of about 40% in the retail cost of regular unleaded gasoline, reaching $4.246 per gallon. Since March 1, U.S. consumers have spent approximately $145 billion more year-on-year on gasoline and diesel, making energy costs a key issue in the midterm elections.

According to Arkham monitoring, a wallet associated with Compound co-founder Robert Leshner increased its holdings by 40,000 COMP, worth nearly $900,000, about 1 hour ago through Genesis Trading and another unknown address.As of now, the wallet holds approximately 55,000 COMP, with a total value rising to nearly $1.2 million. Robert Leshner transferred 15,000 COMP to this wallet two years ago, and despite the price of COMP dropping more than 50% at one point over the past two years, the wallet has not sold any.

According to alicharts monitoring, although Bitcoin rose over 1% today, there is still a significant possibility of a noticeable decline due to the impact of the FOMC meeting. Data shows that Bitcoin whales have recently realized profits of about 156 million USD, increasing potential selling pressure. In the past 24 hours, the whale group has reduced its holdings by approximately 8,162 BTC, worth about 664 million USD.alicharts indicates that this suggests large holders are reducing their exposure ahead of the FOMC decision. The current key support level for Bitcoin is close to 81,000 USD, with nearly 1 million BTC traded at this price level according to URPD; if it breaks below, the next levels to watch are 77,000 USD and 67,000 USD. To turn bullish, Bitcoin needs to break through 84,500 USD, where approximately 620,000 BTC were traded previously.Additionally, recent patterns of the FOMC meeting and Bitcoin price fluctuations show that Bitcoin's volatility in the first hour after the meeting is usually less than 1%, with a clearer direction often emerging within the following 24 hours, and typically lasting until a week later.

According to Lookonchain monitoring, MARA Holdings (@MARA) transferred 1,000 bitcoins to BitGo 9 hours ago, worth 80.66 million dollars.

According to BBX data, the global capital markets disclosed the latest developments in digital asset treasury allocations and equity investments in crypto companies yesterday. The core information is as follows:Asset management giant Vanguard's ETF has made its first purchase of Metaplanet stock: The small-cap ETF (VSS) under the global leading asset management company Vanguard has shown in its latest disclosed holdings that it has made its first purchase of a total of 4.5 million shares of the Japanese Bitcoin treasury listed company Metaplanet (TSE: 3350), with a total holding value of approximately 7.5 million USD. This development indicates that traditional broad-based index funds are passively increasing their risk exposure to digital assets by holding stocks of companies with Bitcoin reserve strategies.Ark Invest spent approximately 5.23 million USD to increase its holdings in Circle stock: Led by Cathie Wood, Ark Invest continued to increase its investment in fiat-compliant digital infrastructure in the secondary market yesterday, adding 65,615 shares of the stablecoin USDC issuer Circle. Based on the valuation during the trading period, this increase cost approximately 5.23 million USD.DeFi Development increased its holdings by 5,346 SOL, total holdings approaching 2.6 million: Solana treasury company DeFi Development disclosed its latest balance sheet changes, revealing that the company has recently increased its holdings by 5,346 SOL in the open market. After this increase, its total holdings of SOL have steadily grown to approximately 2.595 million, continuously consolidating its treasury size and node layout within the Solana ecosystem.

According to Ai Yi's monitoring, the address 0x2da...65e69 has operated PEPE again after a year, transferring 14.5 trillion tokens to the new address 0x803...1E213.This giant whale accumulated a total of 40.3 trillion PEPE from May 2023 to August 2024, with an average cost of about 0.000001185 USD. Currently, its remaining holdings have an unrealized profit of about 5.106 million USD, while at the end of 2024, the unrealized profit once reached 32.77 million USD.

According to The Block, Cathie Wood's Ark Invest purchased 35,403 shares of Circle stock through the ARKW ETF on Tuesday, worth approximately 2.9 million dollars. Circle's stock price rose 2.18% that day, closing at 81.58 dollars.

Galaxy Research Director Alex Thorn stated that the 13F holdings report for Bitcoin ETFs is still in the early stages, and most large asset management companies and registered investment advisors (RIA) typically submit their filings just before the November 16 deadline.However, some long-term funds have already increased their holdings in Bitcoin ETFs in the third quarter. Wealth management advisory firm SIGFIG Wealth Management submitted its related filing for the first time, indicating that its clients increased their investments in Bitcoin ETFs by approximately $73 million in the third quarter. A significant portion of the assets managed by the firm comes from retail client accounts at banks such as Wells Fargo, Citizens, Santander, and UBS.

According to Arkham monitoring, two wallets associated with Justin Sun received PEPE in two transactions from Poloniex on October 17 and 26: 7.2 trillion tokens (approximately $28.44 million) on October 17, and 4.65 trillion tokens (approximately $20.32 million) on October 26, totaling approximately $48.76 million. These tokens are suspected to have been initially purchased from Binance, then flowed back through Poloniex and HTX before finally being transferred to Justin Sun's wallet.During the same period, Justin Sun transferred a total of $77 million in stablecoins to Poloniex in six transactions from October 15 to 25, including $60 million USDT and $17 million USDC, with the funds previously redeemed from Spark/AAVE and Sky.Before October 17, Justin Sun held only about $267,000 in PEPE (68 billion tokens). Currently, the two wallets have a holding value of approximately $51.01 million, an increase of over $2 million since the time of receipt, accounting for about 2.82% of the total PEPE supply, equivalent to 2.2% of its $2.29 billion on-chain wealth.

According to the Hong Kong Stock Exchange's equity disclosure, Duan Yongping holds 106,716,000 shares of Pop Mart (09992.HK) through his investment entities, accounting for 8.01% of the issued shares. Based on the stock price of HKD 132.50 on October 27, the market value of the holdings is approximately HKD 14.14 billion.In terms of cost, Jiemian News quoted market estimates on October 26, indicating that the average comprehensive holding cost is around HKD 150 per share; Lan Jing News previously estimated the comprehensive cost to be about HKD 152.32 per share. The corresponding paper losses are approximately HKD 1.868 billion and HKD 2.115 billion, with loss ratios of about 11.67% and 13.01%. The relevant purchase records are: 9.8232 million shares bought on May 25 at an average price of HKD 150; 4.66 million shares bought on May 28 at an average price of HKD 162.5; 10.59 million shares bought on July 6, calculated at approximately HKD 150; and an additional 1 million shares on September 1 at an average price of HKD 155. The first three transactions total approximately 25.07 million shares, with an investment of about HKD 3.816 billion, and a weighted average price of approximately HKD 152.4.The above is based on media estimates of costs and is not the actual investment gains and losses disclosed by Duan Yongping; part of the underlying position comes from options trading, and the complete holding cost cannot be independently verified solely based on public information. Pop Mart's announcement shows that overall revenue for the third quarter of 2026 (unaudited) is expected to decline by 45% to 50% compared to the third quarter of 2025; a decline of 25% to 30% in China, 65% to 70% in the Asia-Pacific region, 70% to 75% in the Americas, and 50% to 55% in Europe and other regions; offline channels in China are expected to decline by 5% to 10%, while online channels are expected to decline by 45% to 50%.

HSBC Holdings (HSBC.N) fell 6.6% in pre-market trading due to third-quarter net profit not meeting market expectations.

According to on-chain analyst Ai Yi's monitoring, the address 0x721...E5991, marked by Arkham as associated with Sun Yuchen, withdrew 46.5 trillion PEPE (approximately 20.32 million USD) from Poloniex 10 hours ago.Since October 17, it has cumulatively transferred out 48.76 million USD worth of PEPE and currently holds 118 trillion PEPE, with an average withdrawal price of 0.000004114 USD, resulting in an unrealized profit of 2.085 million USD.

According to BBX data, yesterday and in recent days, global publicly listed companies in the U.S. stock market disclosed the latest official accounts regarding digital asset treasury allocation, stock buybacks, and capital operations. The core updates are as follows:Strive (NASDAQ: $ASST) spent over $500 million to purchase 6,182 BTC, bringing total holdings to 43,000: According to SEC documents, Strive purchased 6,182 bitcoins from October 17 to 23 at an average price of approximately $82,732 (including fees and expenses). As of October 23, Strive's total bitcoin holdings officially reached 43,000 BTC. During the same period, the company's cash and cash equivalents surged to $504.4 million (an increase of $186.9 million compared to October 16); the balance sheet also holds 505,000 shares of Strategy STRC preferred stock (with a fair value of approximately $50.18 million). In terms of equity, the number of Class A common shares outstanding increased by approximately 3.266 million shares to about 118.1 million shares, while the outstanding shares of SATS and SATA preferred stock remained at 7 million shares and approximately 14.03 million shares, respectively.BitMine (NASDAQ: $BMNR) increased its holdings by 10,452 ETH last week, having spent nearly $400 million on stock buybacks this year: Nasdaq-listed mining company BitMine disclosed that it increased its holdings by 10,452 Ethereum in the secondary market last week. As of October 25, 2026, its total Ethereum holdings reached 6,051,933 ETH (approximately 4.95% of the total Ethereum supply). Currently, the total value of BitMine's crypto assets and investments is approximately $15 billion (including $514 million in cash and securities, 215 BTC, $180 million in Beast Industries equity, and $76 million in Eightco investments). Among these, 5,227,037 ETH have been staked (accounting for 86% of total holdings), valued at approximately $12.3 billion based on a price of $2,356 per ETH, with current annual staking yields of about $318 million. Additionally, the company repurchased 2.04 million shares of stock last week at an average price of $22.48; since 2026, it has repurchased a total of 22.9 million shares, amounting to approximately $399.6 million.

According to the Ark Invest Tracker, ARK Invest, led by Cathie Wood, conducted multiple trades on October 26.On the buying side, ARKQ and ARKX collectively purchased approximately 1,161,600 shares of Archer Aviation (ACHR), about 434,000 shares of Joby Aviation (JOBY), around 63,600 shares of Kratos Defense (KTOS), and approximately 59,200 shares of AeroVironment (AVAV). In addition, ARKW bought 65,615 shares of Circle (CRCL), and ARKQ purchased 182,508 shares of Kodiak AI (KDK).

According to Lookonchain monitoring, MARA Holdings (@MARA) allegedly sold 1,000 bitcoins 6 hours ago, worth 80.19 million dollars.

According to market news, DeFi Development Corp has increased its holdings by 5,346 SOL, currently holding 2.595 million SOL, making it the second largest SOL treasury company in the world.

According to SoSoValue data, as of 8 AM Eastern Time on October 26, 2026, the total net purchase of Bitcoin by publicly listed companies worldwide (excluding mining companies) for the week was $510 million, an increase of 42.5% compared to two weeks ago.Strategy (formerly MicroStrategy) did not purchase Bitcoin last week.The Japanese listed company Metaplanet did not purchase Bitcoin last week.In addition, three other companies announced their Bitcoin purchases or holdings last week. Asset management company Strive announced on October 26 that it spent approximately $510 million last week to purchase 6,182 Bitcoins at a price of $82,732, bringing its total holdings to approximately 43,000 Bitcoins; the UK Bitcoin treasury company The Smarter Web Company announced on October 23 that it invested $1.65 million to purchase 20 Bitcoins at a price of $82,286, bringing its total holdings to 2,850 Bitcoins; French fabless semiconductor company Sequans Communications announced that as of October 23, it held a total of 1,018 Bitcoins, with specific total purchase amounts and average Bitcoin costs undisclosed.As of the time of publication, the total amount of Bitcoin held by the publicly listed companies included in the statistics (excluding mining companies) is 1,167,845 Bitcoins, an increase of 0.5% compared to two weeks ago, with a current market value of approximately $93.64 billion, accounting for 5.8% of Bitcoin's circulating market value.

According to PR Newswire, Bitmine Immersion Technologies (BMNR) announced that its ETH holdings have increased to 6.05 million, accounting for 4.95% of the total ETH supply; the total holdings of crypto assets, cash, and tradable securities have reached $15 billion.Among them, 5.23 million ETH have been staked, and based on the current staking scale, the expected annualized staking income is approximately $318 million. In the past week, Bitmine has increased its holdings by 10,452 ETH, continuing to implement its weekly accumulation strategy.In addition, the company has repurchased 22.9 million shares of common stock in 2026, with a total amount reaching $399.6 million. However, its assets are highly concentrated in ETH, and the overall holding value still faces the risk of cryptocurrency price fluctuations, while staking income also depends on the actual staking scale and yield.

According to SEC filings, Strive purchased 6,182 Bitcoins at an average price of approximately $82,732 (including fees and expenses) from October 17 to 23.As of October 23, Strive held a total of 43,000 Bitcoins, with cash and cash equivalents amounting to $504.4 million, an increase of $186.9 million compared to October 16; it also held 505,000 shares of Strategy STRC preferred stock, with a fair value of approximately $50.18 million.During the same period, the number of Strive Class A common shares outstanding increased by approximately 3.266 million shares to about 118.1 million shares, with 7 million SATS preferred shares outstanding, and the number of SATA preferred shares remained unchanged at approximately 14.03 million shares.

According to data from the Strategy official website, Strategy did not purchase Bitcoin last week, and the Bitcoin holdings remain at 848,517 coins.During the same period, the circulating face value of its STRC preferred stock decreased from approximately $8.598 billion to approximately $8.391 billion, a reduction of about $207 million; the annualized total preferred stock dividend decreased from approximately $1.534 billion to approximately $1.509 billion.