Daily Brief: November 8, 2025

📈 HKMA's Infrastructure Bond Programme Expands with New Tenders

The Hong Kong Monetary Authority (HKMA) plans to hold a tender on November 12, 2025, for 1-year Floating Rate Notes linked to the Hong Kong Dollar Overnight Index Average (HONIA). This move is part of the Infrastructure Bond Programme, aiming to raise HK$1.5 billion for infrastructure projects. The notes will be issued at face value and will pay interest quarterly, offering stable investment opportunities tied to HONIA.

Additionally, the HKMA has announced a tender for 2-year RMB Institutional Government Bonds, scheduled for November 13, 2025. These bonds, totaling RMB1.25 billion with a semi-annual interest rate of 1.71%, are part of a strategic effort to support infrastructure development in Hong Kong. They are available exclusively to Primary Dealers.

The HKMA is also reopening its 10-year RMB HKSAR Institutional Government Bonds, offering an additional RMB1.0 billion with a fixed interest rate of 2.29% per annum. This tender, also set for November 13, 2025, aligns with HKMA's strategy to finance infrastructure and is open only to Primary Dealers. The funds raised will support infrastructure projects and contribute to economic growth.

Why it matters: These tenders highlight HKMA's strategic efforts to fund infrastructure projects, crucial for economic stability and growth in Hong Kong.

📈 Filecoin Gains Institutional Traction

Filecoin experienced a notable price increase of nearly 60% in November 2025, signaling a shift in market sentiment toward projects with practical applications. The trading volume exceeded $1.4 billion, reflecting increased investor activity and confidence in decentralized storage solutions.

Grayscale Investments has significantly increased its Filecoin holdings to a record 2.2 million tokens. This move underscores growing institutional support and suggests a long-term positive outlook for Filecoin, despite its previous struggles as one of the worst-performing altcoins.

Experts point out that the rising interest in Filecoin is driven by its real-world utility, particularly in the context of AI and decentralized infrastructure. As AI technologies continue to expand, the demand for large-scale, decentralized, and fast storage solutions like Filecoin is expected to increase.

Why it matters: The renewed interest in Filecoin highlights a shift towards decentralized storage solutions, which could influence future investment strategies in the tech and cryptocurrency markets.

📈 Capital Shifts to Decentralized Storage Tokens

Investors are increasingly focusing on decentralized storage tokens like Filecoin, BitTorrent, and Storj. These tokens have shown strong accumulation in early November, with notable increases in both trading volume and the number of holders. This trend suggests a growing interest in decentralized storage solutions, as these tokens are now performing comparably to privacy coins, which recently experienced a rally.

Filecoin's trading volume exceeded $1.4 billion, while BitTorrent's holder count jumped from 91,000 to 341,000 in just a month. Storj also hit a record high with over 103,000 holders. This surge in interest is evident in the reduced exchange balances of these tokens, indicating strong demand and potential for price recovery.

Analysts see this trend as a significant shift in the cryptocurrency market. Investors are now turning to long-established tokens that have not yet regained their previous value. As trading activity increases, these storage tokens are expected to continue their upward path, potentially reshaping investment strategies.

Why it matters: The growing interest in storage coins signals a potential recovery phase for these assets, influencing future investment strategies in the crypto market.

🚀 Filecoin's Price Soars with AI Storage Boost

Filecoin's price recently surged by 66.33%, reaching $2.18 after a period of stability. This increase is linked to the growing strength in decentralized infrastructure and Filecoin's shift towards AI-driven storage solutions. The introduction of cross-chain data bridges and Proof of Data Possession has enhanced its appeal, especially after being recognized by FastCompany as a tech innovator.

The price rise from $1.32 to $2.39 over two days underscores strong market interest in Filecoin, even as the broader crypto market remains bearish. Filecoin's focus on AI-driven storage and verifiable data infrastructure positions it well for future growth, suggesting that its recent gains might continue if it breaks through key resistance levels.

Filecoin's technological advancements could set a precedent for future developments in the decentralized storage sector. As the market evolves, Filecoin's strategic moves towards AI and cross-chain innovations may pave the way for further adoption and price increases.

Why it matters: Filecoin's price surge highlights the growing importance of decentralized storage solutions, potentially influencing future trends in the crypto market.