27万亿风口，“稳定币”牌照龙头，牵手蚂蚁+京东！

Group 1 - The core viewpoint emphasizes that the market for digital currencies is far from reaching its peak, with the next leading companies being those that hold MSO licenses [1] - Companies that successfully obtain virtual asset trading qualifications can provide services for trading Bitcoin, stablecoins, etc., fundamentally altering industry valuation logic and unlocking growth potential [9][6] - The global market capitalization of Bitcoin has reached $2.1 trillion, ranking it as the sixth-largest asset globally, while the trading volume of stablecoins surged to $27.6 trillion last year [9][10] Group 2 - Two leading companies in the MSO sector have been identified for potential investment opportunities, particularly as their stock prices have not yet significantly increased [2] - Tianfeng Securities saw a stock price increase of 32% within five days, while Guotai Junan International experienced a remarkable 200% rise in a single day [2][4] - The scarcity of MSO licenses is highlighted as a symbol of wealth, similar to the historical performance of companies holding rare licenses [11][12] Group 3 - A specific company reported a 169% increase in performance, with its subsidiary holding an MSO license and providing comprehensive services including stablecoin issuance and cross-border payments [14] - Another company, the only one in the domestic market with a full license for cross-border RMB payments, also holds an MSO license and has attracted significant foreign investment interest [14]