持有9.94亿美元MSTR股票，Vanguard旗下VTSAX增持52.91万股Strategy股票
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Asset management giant Vanguard Group is hiring a head of digital assets to drive the encryption and tokenization of its personal wealth management business.
PANews reported on July 7 that asset management giant Vanguard Group is hiring a "Head of Digital Assets, Personal Wealth" to develop and execute the overall digital asset strategy and multi-year roadmap for the personal wealth sector, covering product design, operating models, risk and compliance frameworks. This position will lead the evaluation and development of digital asset products and services for self-investment, investment advisory, and high-net-worth clients, including access models, pricing, custody/wallets, settlement and reporting processes, and coordinating cross-departmental implementation across technology, operations, legal, and compliance departments.
Asseto's NGI+ platform has officially launched, with on-chain implementation completed by Partners Group's private infrastructure strategy.
Odaily Odaily reports that Asseto recently announced that its technology platform now supports the official launch of the tokenized product NGI+, bringing the private equity infrastructure strategy managed by global private equity investment management firm Partners Group onto the blockchain. NGI+ is an on-chain token backed by private infrastructure fund equity. The underlying strategy is managed by Partners Group, which manages over $185 billion in assets, while Asseto provides NGI+ with smart contracts, on-chain equity records, and related operational technical support. This underlying strategy primarily invests in infrastructure assets such as data centers, energy infrastructure, power grids, and transportation. Traditionally, such private infrastructure strategies are offered to qualified high-net-worth and institutional investors primarily through private banks and other professional investment channels. Through Asseto's tokenization technology, holders who meet the applicable investor qualifications and product access requirements can obtain on-chain economic exposure linked to the net asset value performance of the underlying strategy, in accordance with the terms set forth in the relevant product documents. The launch of NGI+ further expands the application of the Asseto technology platform in alternative asset tokenization scenarios such as private equity infrastructure.
Strategy sold over $200 million worth of BTC in a single week, while Metaplanet made its first BTC purchase in ten weeks.
According to data from SoSoValue, as of 8:00 AM Odaily on July 6, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) last week was $10.57 million, a decrease of 27.85% compared to the previous week. Strategy (formerly MicroStrategy) sold 1,363 bitcoins for approximately $80.8 million on June 30, at an average price of $59,256, reducing its holdings to 846,000 bitcoins; on July 5, it sold another 2,225 bitcoins for approximately $135 million, at an average price of $60,773, further reducing its holdings to 843,775 bitcoins. For the first time in 10 weeks, Japanese listed company Metaplanet announced an investment of $225 million to purchase 2,823 bitcoins at a price of $79,664, bringing its total holdings to 40,177 bitcoins. In addition, two other companies purchased Bitcoin last week. Brazilian Bitcoin company OrangeBTC announced on July 5th that it purchased 1 Bitcoin, the exact amount of which was not disclosed, bringing its total holdings to 3,897 Bitcoins. Asset management company Strive announced on July 6th that it spent $1.68 million to purchase 17.76 Bitcoins at a price of $64,761, bringing its total holdings to 19,882 Bitcoins. As of press time, the total number of Bitcoins held by listed companies worldwide (excluding mining companies) is 1,141,812, a decrease of 0.04% compared to last week. The current market value is approximately $70.3 billion, accounting for 5.7% of Bitcoin's circulating market capitalization.
Vanguard Group establishes its first head of digital assets position
According to Mars Finance, on July 8th, Vanguard Group, the world's second-largest asset management company (managing approximately $12 trillion in assets), created its first Head of Digital Assets position, responsible for developing the company's long-term crypto and blockchain strategy. This role will assess areas such as tokenization, stablecoins, digital wallets, custody, and blockchain settlement, and determine whether Vanguard should build its own capabilities, partner with external entities, or postpone entry into certain markets. The position requires developing multi-year roadmaps and designing governance and risk frameworks. Vanguard stated that this hiring does not indicate an upcoming launch of crypto products and currently has no plans to issue its own crypto investment vehicles.
Vanguard Group publicly advertised for a head of digital assets, having explicitly stated that crypto assets were inconsistent with its long-term investment philosophy.
According to Mars Finance, Vanguard Group is hiring a Head of Digital Assets for its Personal Wealth business. The job requirements include over 10 years of relevant experience, a deep understanding of digital assets (tokenization, stablecoins, custody, settlement, etc.), and innovation and risk management capabilities in a regulatory environment. This position will be responsible for developing Vanguard's strategy, roadmap, and implementation in the digital asset space, including assessing digital asset capabilities, product development, operating models, and cross-functional collaboration with product, technology, operations, risk, legal, and compliance departments. It will also require representing Vanguard in external communications with industry players, regulators, and clients. It is understood that Vanguard began allowing brokerage clients to trade crypto ETFs and mutual funds last December, but the company has explicitly stated that it has no plans to launch its own crypto investment products, believing that digital assets are still inconsistent with its long-term investment philosophy.
Analysis: Strategy's capital restructuring alleviated short-term liquidity pressures, but structural risks remain.
According to Odaily Odaily, Alex Thorn, head of Galaxy Research, said that the capital management reforms recently launched by Michael Saylor's Strategy (MSTR) have effectively alleviated market concerns about its liquidity and preferred stock system in the short term, but they are more about "buying time" than fundamentally solving structural problems. Strategy has faced pressure on its preferred stock "digital credit" system in recent weeks, with its STRC ("Stretch" preferred stock) briefly falling below par value, hitting a low of approximately $71.25. This has raised concerns about the company's ability to pay preferred stock dividends, given its declining BTC price and shrinking dollar reserves. The market subsequently focused on three stress scenarios: selling Bitcoin, issuing new MSTR shares to dilute shareholders, or reducing/suspending preferred stock dividends. In response, Strategy announced a comprehensive capital management restructuring on Monday, launching a "Digital Credit Capital Framework" that includes five tools: a board-approved dollar reserve policy, adjustments to the STRC dividend mechanism, a $1 billion preferred stock buyback mandate, a $1 billion MSTR common stock buyback mandate, and a Bitcoin monetization mechanism. Simultaneously, the company increased its annualized STRC dividend yield from 11.5% to 12%. The market reacted positively, with both MSTR and STRC rising sharply that day, and Bitcoin also rebounding in tandem. Alex Thorn points out that this adjustment improved market sentiment in the short term, allowing Strategy to extend its cash coverage period to approximately 17 months and enhance its funding buffer through new financing. However, the company still faces approximately $6.7 billion in convertible bonds maturing in 2027-2028, and long-term structural risks remain. The core issue is not whether Strategy has enough BTC (approximately 847,000 coins), but rather that its dollar liquidity is insufficient to cover preferred stock and capital structure obligations without harming the interests of any party, leading to a squeeze on the interests of various shareholder groups. However, the key significance of this adjustment lies in enhancing the "optionality" of the company's capital instruments, shifting it from a one-way BTC accumulation strategy to a more proactive asset and liability management model, thereby preventing short-term liquidity problems from escalating into a systemic crisis. Although the current Bitcoin market environment is weak and may not have bottomed out yet, Strategy's new framework has, to some extent, bought the company a window of opportunity, allowing it to wait for more favorable market conditions.