BBX: From "Production Means Realization" to "Production Means Holding"—TeraWulf Launches Native Strategy, AEHL Makes First Million-Dollar Purchase

AIcoin2026/03/02 01:40

Show original

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold. Trade now!

A welcome pack worth 6200 USDT for new users! Sign up now!

BBX News: Yesterday, global listed companies demonstrated a "strategic consensus convergence" in crypto treasury management, marking the official transition of "Bitcoin standard" from an industry pioneer to an industry-wide standard: — Hashrate strategy pivot: TeraWulf Inc. (NASDAQ: $WULF) officially announced in its annual report yesterday that it will cease its "mine-and-sell" policy and shift to a "Treasury Holding" strategy. This means another hashrate giant is redefining mined Bitcoin from a "commodity" to a "strategic reserve." — Nasdaq entry confirmed: Antelope Enterprise (NASDAQ: $AEHL) officially launched its "Genius Plan" and completed its first $1 million Bitcoin purchase. The company plans to build its hard asset base through structured dollar-cost averaging, leveraging market volatility windows. — Whale-level treasury purchase plan: BSTR Holdings (NASDAQ: $CEPO) (to be renamed Bitcoin Standard Treasury) confirmed that its plan to acquire 21,000 Bitcoins has entered the execution phase. CEO Adam Bei stated that the plan aims to transform the company into a top global sovereign-level Bitcoin treasury through large-scale capital operations. — Executive governance upgrade: Riot Platforms (NASDAQ: $RIOT) saw its new Chief Financial Officer (CFO) officially take office yesterday. The market generally expects that, through more aggressive capital tools (such as ATM financing), the company will accelerate treasury expansion to prepare for the position competition in the second half of 2026. The market is showing a clear dual trend of "mining company standardization" and "institutional entry of mid-sized companies." Source: bbx.com

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.

Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.

Trade now！

As companies make massive investments in AI infrastructure, U.S. corporations are set to usher in another strong earnings season. According to Goldman Sachs, the S&P 500 companies are expected to report a 27% year-over-year increase in earnings for the September quarter, driven by firms at the core of the AI infrastructure boom. Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, stated, "Recent macroeconomic data and signals related to the AI investment frenzy show no indication that investment is slowing down." Manish Kabra, Chief U.S. Equity Strategist at Societe Generale, said that this will mark the third consecutive quarter with profit growth exceeding 25%, an unprecedented streak outside of the post-financial crisis recovery periods. Revenue is projected to grow by 12%. Steve Chiavarone, Chief Investment Officer for Federated Hermes Equities, pointed out that thanks to capital expenditures related to AI infrastructure, investors are witnessing "the best profit and margin growth in our lifetimes." He added, "The worries that have built up... will ultimately be shattered by strong earnings performance."

智通财经•2026/10/07 04:36

Goldman Sachs expects the AI boom to drive a 27% increase in S&P 500 component stocks' September quarter profits.

According to the Financial Times, robust AI spending signals another profitable earnings season in the US, offering potential gains for investors. Goldman Sachs predicts that, driven by companies at the heart of the AI infrastructure boom, S&P 500 component companies' earnings for the September quarter are expected to increase by 27% year-on-year.

智通财经•2026/10/07 04:31

Jefferies raises ConocoPhillips target price to $174.

Jefferies raised ConocoPhillips (COP.US) target price from $159 to $174.

智通财经•2026/10/07 04:21

Japan bond repurchase program receives 1.51 billions yen bids

Japan’s bond repurchase program received bids totaling 1.51 billions yen. The average accepted spread for Japanese bond repo was -0.481 yen. The competitive bidding size for Japanese government bond repo reached 90.7 billions yen. The highest accepted spread for Japanese bond repo was -0.360 yen. The maximum accepted spread for Japanese bond repo was 16.6666%.

智通财经•2026/10/07 04:16