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Allocentra, ARCB’s first incubated AI engine, leads next-gen asset allocationARCB Venture Labs has officially confirmed that Allocentra is its first successfully incubated AI engine project, now operating as a live platform within its ecosystem. As a flagship infrastructure component, Allocentra has rapidly emerged as one of the most anticipated and strategically important projects under ARCB.
According to ARCB’s ecosystem showcase, Allocentra is already deployed as a live platform, signaling its transition from conceptual development to real capital deployment and market validation.
Key Highlights
First Incubated AI Engine
Allocentra is the first AI system successfully incubated and deployed by ARCB Venture Labs
Flagship Ecosystem Project
Positioned as a core platform with priority strategic support
Live Market Validation
Operating in real capital environments for over 12 months, demonstrating stability and risk control
Multi-Asset Allocation Capability
Covers crypto, equities, and commodities to enhance diversification
Technology & System Architecture
Allocentra is not a single-strategy tool but a full-stack asset management system powered by AI:
AI-driven decision engine
Dynamic portfolio rebalancing
Portfolio-level risk control
On-chain transparent execution
This architecture enables institutional-grade efficiency, scalability, and resilience.
Ecosystem Integration
Allocentra operates within ARCB’s three-layer ecosystem:
Governance Layer – ARCB Venture Labs
Capital management and risk oversight
Execution Layer – Allocentra
AI-driven allocation and execution
Market Layer – Multi-Asset Markets
Additionally, a smart contract-based protection mechanism backed by ARCB Token enhances asset security.
Market Perspective
Market observers view Allocentra as a key signal of the transition toward system-driven asset management. As the first successfully incubated project, it represents both a technological milestone and a strategic cornerstone for ARCB’s future expansion.
2025年11月12日加密货币市场日报：ALLO强势上线与上市公司数字资产布局亮点加密货币市场持续活跃的背景下，2025年11月12日迎来多重利好消息。新兴项目Allora (ALLO) 在多家主流交易所密集上线现货交易与合约产品，并伴随丰厚空投活动，激发市场热情。与此同时，传统金融与加密世界的融合进一步深化，上市公司通过增持比特币、以太坊和Solana等资产，构建多元化数字财库。美股加密相关股票虽现普跌，但Solana财务公司Upexi的创纪录季度业绩为市场注入乐观信号。本文将逐一梳理当日关键动态，聚焦新币上线、空投机会及币股联动趋势。
ALLO多交易所上线：现货、合约与空投齐发
Allora (ALLO) 作为当下备受关注的AI驱动DePIN项目，当日迎来密集上市潮，成为市场焦点。多家头部交易所同步行动，推动ALLO的流动性与曝光度大幅提升。
Coinbase现货交易开启：Coinbase宣布将于北京时间11月12日22:00（或稍后，视流动性条件而定）上线ALLO-USD现货交易对。该交易对将在支持的地区开放，预计将吸引全球散户投资者涌入，进一步巩固ALLO在主流平台的地位。
OKX合约与活动双管齐下：OKX不仅于下午12:45（UTC+8）上线ALLOUSDT永续合约（最高杠杆50倍），还同步推出“闪赚”与“交易奖金”双重活动，总奖池高达2,375,000枚ALLO。“闪赚”活动将于11月11日21:00至11月14日21:00举行，用户可使用USDT或OKB申购，瓜分1,125,000枚ALLO奖励，并享受新币空投与基础利息双收益。此外，从11月11日至11月18日，通过充值、现货交易赛、新用户任务或邀请好友，用户可分享1,250,000枚ALLO奖金池，机会多多。
币安永续合约跟进：币安理财、一键买币、闪兑、杠杆与合约模块将于11月11日22:00（东八区时间）上线ALLO 1-50倍U本位永续合约，支持高效交易与杠杆操作。
Conflux Network稳定币扩展：与ALLO热潮呼应，USDT0和CNHT0稳定币交易已正式上线Conflux Network，进一步丰富生态流动性。
这些举措不仅为ALLO注入即时资金流入，还通过空投与奖金机制激励用户参与。投资者可关注OKX活动窗口，及早布局以捕捉潜在涨幅。
币股联动加速：融资、持仓与业绩交织
加密资产正从边缘走向主流，上市公司通过融资、增持与代币化布局，展现出强劲的币股融合势头。尽管美股三大指数涨跌互现，加密相关股票整体承压，但个别公司业绩亮眼，凸显数字资产的战略价值。
Propanc Biopharma获亿美元融资：澳大利亚生物制药公司Propanc Biopharma（PPCB）与家族办公室Hexstone Capital达成最高1亿美元可转优先股私募融资协议，已完成首笔100万美元交割（发行100股C系列可转优先股，并签发9,900份权证）。后续若全部行权，可再获9,900万美元。资金将双管齐下：一方面构建加密资产投资组合，另一方面加速癌症疗法PRP开发（计划2026年首人体试验）。此举标志着生物科技与加密的深度交叉，值得长期追踪。
BitMine持续囤积ETH：据监测，BitMine上周再购入11万枚以太坊（价值约3.85亿美元），总持仓达350.5万枚（价值124.2亿美元）。以综合成本4,020美元计，目前账面浮亏约16.6亿美元，但其长期囤积策略凸显对ETH生态的信心。
美股加密股普跌：11月12日美股收盘，道指涨1.18%、标普500涨0.2%、纳指跌0.25%。加密板块整体下行：Coinbase（COIN）跌4.38%、Circle（CRCL）跌5.57%、MicroStrategy（MSTR）跌3.15%、Bitmine（BMNR）跌3.79%。少数如American Bitcoin（ABTC）微涨0.41%。新股Figure（FIGR）跌3.8%，Solana相关Helius（HSDT）跌4.09%。
Upexi Solana持仓驱动业绩爆棚：纳斯达克上市公司Upexi公布“创纪录”季度财报：数字资产收入超600万美元（毛利润830万美元，同比增183%），总收入920万美元（去年同期440万美元）。净利润达6,670万美元（每股1.21美元），主要得益于Solana储备的7,800万美元未实现收益。上周增持后，其Solana总持仓超210万枚，成为仅次于DeFi Development Corp.的第二大持有者。该业绩彰显Solana生态在财务公司中的杠杆效应。
代币化资产规模飙升：以太坊上代币化资产突破2,010亿美元，占全网3,140亿美元总额近三分之二。自2024年初以来，AUM激增近2,000%，得益于贝莱德、富达等机构引入传统产品。
Matador增持BTC：加拿大上市公司Matador Technologies完成1亿美元债券融资首笔提款，以1,320万加元购入92枚比特币（平均价102,752美元/枚）。此举强化其数字资产储备。
DAT日报：上市公司数字资产布局全景剖析
Techub News发布的《DAT数字资产财库上市公司日报》（2025.11.12）系列报告，系统梳理了全球上市公司在BTC、ETH、SOL及Altcoin领域的持仓格局，揭示高占比、高收益与低成本的双重亮点。报告强调，美国、中港及Altcoin布局正呈现多元价值突破。
美国上市公司 BTC 布局全景｜DAT 日报：高占比与价值维度的双重突破
《Techub News DAT 数字资产财库上市公司日报（US-BTC・2025.11.12）》：Strategy 以 641,692 枚 BTC、662.7 亿美元价值登顶；Bitcoin Standard Treasury Comp. 加密货币市值占比达 1453.50%；Coinbase 收益倍数 1.45x、mNav54.378 表现亮眼，Riot Platforms、Hut 8 Mining 等在 mNav 维度亦呈突出表现，展现美国上市公司 BTC 布局的多元价值格局。
Altcoin 上市公司布局图谱｜Techub News DAT 日报：高价值持仓与低成本布局的双重看点
《Techub News DAT 数字资产财库上市公司日报（Altcoin 篇・2025.11.12）》：上市公司 Altcoin 布局亮点频现，Nano Labs 持 BNB 价值 12.229 亿美元；BitOrigin 布局 DOGE 成本仅 150 万美元，收益表现突出；Sui Group、Galaxy Digital 等在 SUI、HYPE 领域亦有重磅持仓，多元币种布局尽显 Altcoin 资产在数字财库中的活力。
BTC TOP10上市公司布局全景｜Techub News DAT日报：高占比与收益维度的双重亮点
《Techub News DAT数字资产财库上市公司日报（BTC TOP10·2025.11.12）》：Strategy以641,692枚BTC、661.93亿美元价值登顶；Bitcoin Standard Treasury Comp.加密货币市值占比达1451.80%；Coinbase收益倍数1.44x、mNav5.341表现亮眼，Riot Platforms等在mNav维度亦呈突出表现，展现BTC TOP10上市公司的多元价值布局。
中港上市公司BTC布局全景｜Techub News DAT日报：高收益与高市值占比的双重看点
《Techub News DAT数字资产财库上市公司日报（CN/HK-BTC·2025.11.12）》：中港上市公司BTC布局亮点纷呈，Cango Inc持BTC价值6.73亿美元；Next Technology、Boyaa Interactive收益倍数分别达3.29x、3.66x；CIMC Inc加密货币市值占比2246.00%，MicroAlgo、Linekong Interactive等在收益、mNav维度表现亮眼，凸显区域数字资产财库布局活力。
ETH TOP10上市公司布局图谱｜Techub News DAT日报：持仓变动与价值维度的双重看点
《Techub News DAT数字资产财库上市公司日报（ETH-TOP10·2025.11.12）》：Bitmine Immersion Tech以351万枚ETH、120.6亿美元价值领跑，30天持仓增15.6%；Coinbase持仓增8.7%，mNav达135.55表现突出；Bit Digital mNav1.83，多家企业在ETH持仓规模与变动率维度的布局，尽显ETH资产在数字财库中的核心地位。
SOL上市公司布局图谱｜Techub News DAT日报：高价值持仓与mNav峰值的双重亮点
《Techub News DAT数字资产财库上市公司日报（SOL篇·2025.11.12）》：Forward Industries Inc.以682.2万枚SOL、10.6亿美元价值领跑；Mercurity FinTech mNav达4.54，DeFi Technologies Inc.高达175.2，MemeStrategy, Inc.更是突破530.343，多元企业在SOL持仓规模与市值价值比维度的布局，尽显SOL资产在数字财库中的活力。
结语：机遇与风险并存
11月12日，ALLO的上线与空投活动点燃短期热情，而上市公司持仓报告则勾勒出长期币股联动的宏大图景。尽管美股加密股普跌，Upexi等业绩逆势上扬，预示数字资产在传统财务中的嵌入式增长。以太坊代币化规模的爆发，更是为机构入场铺平道路。投资者需警惕市场波动，建议关注ALLO活动截止日期，并结合DAT报告评估持仓机会。明日市场如何演绎，敬请期待！[DEX报告] 交易量201亿美元…ALLO·LGNS·CRND强势上涨当日去中心化交易所（DEX）中最受关注的交易对是 Benji(SOL)、USCR(SOL)、INCOG(SOL)。
截至12日，根据德克斯筛查器数据显示， trending 排名第一的交易对是 BENJI/SOL（Benji – The Infinite Runner），交易价格为0.0006244美元，暴涨819%。
Trending 排名第二的是 USCR/SOL（United States Crypto Reserve），交易价格为0.1523美元，上涨51.91%。排名第三的是 INCOG/SOL（Incognito），交易价格为0.0005657美元，飙升了2,931%。
暴涨（Gainers）与暴跌（Losers）_交易量10万美元、流动性25万美元以上
一天之内，DEX上涨幅最大的交易对是 11.11/WBNB（11.11），上涨了10,000%以上，交易价格为0.03149美元。其次是 LILPEPE/WETH（Little Pepe），暴涨581,000%，报0.01331美元；ORACLE/NOICE（Oracle）上涨2094%，交易价格为0.04547美元。
另一方面，跌幅最大的交易对是 BLUE/WETH（Blue Coin），下跌55.48%，交易价格为0.001177美元。接着，BULLISH/SOL（Bullish Degen）下跌48.66%，CaoCao/USDT（CaoCao）下跌36.71%，均呈现弱势。
交易量 TOP 3
ALLO/USDT (Allora) – 约11亿4000万美元
ALLO/USDT (Allora) – 约10亿7000万美元
MON/WBNB (Monad) – 约8亿9560万美元
交易笔数 TOP 3
LGNS/DAI (Longinus) – 62万4054笔
WBNB/USDT (Wrapped BNB) – 22万4082笔
KOGE/USDT (BNB48 Club Token) – 22万4071笔
交易钱包数 TOP 3
LGNS/DAI (Longinus) – 9万8511个钱包
CRND/SOL (Crundle Reborn) – 9万4739个钱包
SOLROX/SOL (SOLROX) – 6万0317个钱包
过去24小时内，DEX总交易量约为201亿1000万美元。按公链划分，Solana录得60亿8000万美元，Ethereum录得25亿5000万美元，BSC录得76亿3000万美元。
总交易笔数为3873万1730笔。其中，Solana处理了1869万4537笔交易，Ethereum处理了35万4687笔交易，BSC处理了829万8718笔交易。
[编者按] 去中心化交易所（DEX）是一种基于区块链的加密货币交易所，无需中介即可进行个人对个人（P2P）的直接交易。它通过智能合约和链上数据进行交易，确保了运营的透明度。只需连接钱包即可进行交易，无需存入资金，因此用户对资产的控制权、匿名性和自由度较高。在 meme 币热潮中，DEX 支持快速上新，正变得更加活跃。本 DEX 报告基于德克斯筛查器的数据，整理了热门交易对、暴涨与暴跌币种，以及按交易量、交易笔数、交易钱包数排名的前列币种。Binance Launches Copy Trading Feature, Allowing Users To Duplicate Strategies of Experienced TradersBinance has rolled out a new “copy trading” feature that gives its users the ability to replicate the strategies employed by top crypto futures traders.
“Copy traders” can now mimic the real-time futures trading strategies of “lead traders,” according to a new announcementfrom the exchange.
Copy traders will be able to review the performance metrics of lead traders and set a specific strategy based on their risk tolerance. They will also be able to trade fixed amounts per trade or use a fixed ratio based on their total portfolio.
Lead traders will receive 10% of the profit earned by their copy traders and 10% commission on their copy traders’ trading fees.
Binance chief executive Changpeng Zhao teasedthe new feature on the social media platform X, saying the users of the exchange could copy “some of the best traders” on his platform. He also noted that the exchange’s employees are prohibited from futures trading, eliminating the possibility that traders could mimic employee strategies.
The CEO, however, sayshe might be open to changing that company policy.
“This creates a problem that most of our people don’t know our products anymore. Maybe we should allow futures trading for testing purposes, say with a max $10,000 cap…”
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Generated Image: Midjourney
Los Estados preferirían oro antes que bitcoin en una crisis mundial: Juan Ramón RalloHechos clave:
Según Juan Ramón Rallo, el ETF contribuye al descubrimiento del precio y el valor de bitcoin.
Ricardo Pérez-Marco sostiene que el ETF aumentará el volumen de mercado de bitcoin.
El economista español Juan Ramón Rallo aseguró este fin de semana que en la actualidad no hay escenarios posibles en los que bitcoin (BTC) se convierta en moneda por decisión política y se use, en lugar del oro, en caso de una crisis económica mundial.
Rallo, uno de los economistas más reconocidos del ecosistema de las criptomonedas, participó en un panel del evento Watch Out, Bitcoin!’23, el cual se celebró en Madrid, la capital de España.
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En su opinión, si hubiera un “desmembramiento económico mundial”, donde no existiese una moneda fíat determinante y fuera necesario un acuerdo internacional entre los países, “yo creo que los Estados irían más hacia el oro que hacia bitcoin”.
De acuerdo con Rallo, el oro ha sido el activo con el que históricamente los gobiernos han liquidado sus deudas. A su juicio,esa memoria “sigue ahí”.
En ese sentido, el economista Juan Ramón Rallo aseveró que “no hay incentivos políticos, salvo que haya una presión ciudadana, para que se vaya a una versión tan ‘desestatalizadora’ del dinero como lo es bitcoin desde los propios Estados”.
El economista Juan Ramón Rallo no ve que los Estados prefieran a bitcoin sobre el oro. Fuente: WO Bitcoin!
No obstante, rescató el caso de El Salvador como el primer país del mundo en darle el curso legal a bitcoin. A través de una regulación, se le otorgó a BTC los mismos atributos conlos que cuenta el dólar estadounidense en esa nación centroamericana.
Adicionalmente Rallo aclaró que ve complicado que se instaure un patrón Bitcoin. Sobre todo si eso representa que los bancos centrales de los países puedan estabilizar sus reservas con BTC. Lo ve difícil porque las naciones “ni siquiera usan el oro para eso, aun cuando lo tienen en sus reservas”.
Un ETF promoverá la adopción y reducirá la volatilidad de bitcoin
Por otro lado, en la charla en la que participó también el analista Manuel Polavieja y el matemático Ricardo Pérez-Marco, se conversó acerca de la posible aprobación de un fondo cotizado en bolsa(ETF) basado en el precio de bitcoin al contado.
De acuerdo con los especialistas, esta eventual aprobación podría derivar en beneficios para los usuarios. Entre ellos, una reducción de la volatilidad de la moneda digital, lo que se traduciría en una mayor adopción.
En palabras de Polavieja, el ETF, como cualquier otro medio de inversión que promueva una mayor demanda de bitcoin, “podría disminuir la volatilidad” intrínseca de ese activo.
“Porque como activo de inversión o dinero, llegará un punto en el que se elevará su potencial de regularización y, por tanto, la volatilidad será menor”, explicó.
Para los panelistas, el ETF spot de bitcoin podría derivar en una disminución de la volatilidad de ese activo. Fuente: WO Bitcoin!
Polavieja coincidió con Juan Ramón Rallo, también economista, que formó parte de la discusión. Para él, está claro que la posible aprobación de un ETF spot de bitcoin “influirá en la adopción de BTC como dinero de una forma marginalmente positiva”.
“El ETF contribuiría al descubrimiento del precio y del valor de bitcoin”, dijo Rallo. “Todo aquello que sirva para acercarnos al valor de BTC y que dé transparencia, contribuye a que haya expectativas positivas convergentes entre los usuarios e inversionistas y que se universalice esa percepción”, aclaró.
Para Rallo, la mayor demanda por BTC, que se produciría a raíz de la aprobación de un ETF al contado, “contribuirá a que haya menor volatilidad”. “Lo que podría facilitar su adopción”, indicó el especialista.
Se trata de una opinión similar a la manejada por Ricardo Pérez-Marco, matemático español, quien durante la charla sugirió que la aprobación del fondo cotizado en bolsa basado en el precio al contado de bitcoin aumentará el volumen de mercado de ese activo digital. Esto también reducirá la volatilidad de BTC, según el especialista.
Desde hace varios meses, el mercado de bitcoin y las criptomonedas espera paciente la decisión de la Comisión de Bolsa y Valores (SEC) de los Estados Unidos sobre la aprobación de los ETF spot de bitcoin.
Como lo reportó CriptoNoticias, grandes compañías como BlackRock, ARK Invest, Valkyrie y otras varias más, solicitaron formalmente a la SEC su autorizaciónpara emitir sus propios ETF de bitcoin al contado.
No obstante, la espera parece lejos de terminar, considerando que la oficina federal estadounidense presidida por el exbanquero Gary Gensler, retrasó hasta enero de 2024la decisión sobre los ETF spot de bitcoin.
Etiquetas:Bitcoin (BTC)ETFInversionesLo últimoOroVolatilidadVenture funding for crypto hits lows last seen in 2020 due to SBF trial falloutGlobal venture capital (VC) investmentsin the cryptocurrency sector are down 63% during the third quarter, marking the lowest level of funding since 2020, Bloomberg News reported, citing PitchBook research.
A mere $2 billion was poured into the sector, contrasting sharply with the enthusiasm seen in previous industry peaks, based on data provided by PitchBook.
VC Retreat from Crypto Investments
The decline coincides with the ongoing legal tumultinvolving FTX co-founder Sam Bankman-Fried (SBF) and his alleged mismanagement of the cryptocurrency exchange, which received hundreds of millions in venture funding.
Once the driving force behind the meteoric rise of the crypto industry, venture capitalists are now retreating in the face of increasing scrutiny due to their association with the beleaguered FTX platform.
Robert Le, a seasoned analyst at PitchBook, said:
“We aren’t seeing the big deals anymore. That’s one of the drivers of the decline – deals are smaller.”
Le further delved into the predicaments now facing companies that once thrived during the crypto bull market, such as FTX, OpenSea, and Yuga Labs.
With VCs stepping back, these companies might have no choice but to cut costs, lay off employees, or, in dire circumstances, face acquisition at slashed valuations.
He added:
“If they’re not able to raise a round, even a down round, they’re either going to go out of business or get acquired at a valuation that’s much, much lower.”
While early-stage crypto companies still see some investment deals, many established tech investors have vacated the scene entirely. Adding complexity to the situation is the continued ripple effects of the FTX scandal.
FTX fallout on VCs
Prominent VCs, such as the renowned Sequoia Capital, once backed FTX with relatively substantial investments, which it had to write off when the exchange went under.
FTX and its trading division, Alameda Research, were prolific investors in their own right before legal challenges clouded their horizons. Their vast investment portfolio boasted industry heavyweights like Circle, Paxos, Aptos Labs, and Anchorage Digital.
As FTX and Alameda navigate bankruptcy proceedings, their equity stakes in various startups have become crucial lifelines. The buzz surrounding a prospective funding round for AI startup Anthropic, an FTX investment, offers a silver lining for FTX’s creditors, holding out the promise of recouping lossesthrough potential equity sales.
However, the U.S. Department of Justice (DOJ) is opposingSBF’s attempt to present the current value of investments, like AI startup Anthropic, in court. Prosecutors argue this is irrelevant and could mislead the jury.
Meanwhile, the prospect of a broad liquidation sale looms large, which, if executed hastily, could further drive down the valuations of crypto startups. Le accentuated this concern, stating:
“Because FTX and Alameda have such a huge portfolio, it could further depress valuations in this space.”
The global crypto investment community now waits with bated breath, keeping a keen eye on developments surrounding the FTX sagaand its possible ramifications on the sector’s future.
The post Venture funding for crypto hits lows last seen in 2020 due to SBF trial falloutappeared first on CryptoSlate.ARCB Venture Labs has officially confirmed that Allocentra is its first successfully incubated AI engine project, now operating as a live platform within its ecosystem. As a flagship infrastructure component, Allocentra has rapidly emerged as one of the most anticipated and strategically important projects under ARCB. According to ARCB’s ecosystem showcase, Allocentra is already deployed as a live platform, signaling its transition from conceptual development to real capital deployment and market validation. Key Highlights First Incubated AI Engine Allocentra is the first AI system successfully incubated and deployed by ARCB Venture Labs Flagship Ecosystem Project Positioned as a core platform with priority strategic support Live Market Validation Operating in real capital environments for over 12 months, demonstrating stability and risk control Multi-Asset Allocation Capability Covers crypto, equities, and commodities to enhance diversification Technology & System Architecture Allocentra is not a single-strategy tool but a full-stack asset management system powered by AI: AI-driven decision engine Dynamic portfolio rebalancing Portfolio-level risk control On-chain transparent execution This architecture enables institutional-grade efficiency, scalability, and resilience. Ecosystem Integration Allocentra operates within ARCB’s three-layer ecosystem: Governance Layer – ARCB Venture Labs Capital management and risk oversight Execution Layer – Allocentra AI-driven allocation and execution Market Layer – Multi-Asset Markets Additionally, a smart contract-based protection mechanism backed by ARCB Token enhances asset security. Market Perspective Market observers view Allocentra as a key signal of the transition toward system-driven asset management. As the first successfully incubated project, it represents both a technological milestone and a strategic cornerstone for ARCB’s future expansion.
