Workflow
私募大佬赵令欢押注稳定币,旗下公司股价暴涨后急跌|跨境支付观察
Hua Xia Shi Bao·2025-07-10 14:31

Group 1 - The core viewpoint of the news revolves around the significant interest and volatility in the market for stablecoins, particularly driven by the recent activities of Jinyong Investment, which is set to issue a stablecoin [2][3] - Jinyong Investment's stock experienced a dramatic increase of over 650% on July 8, followed by a drop of more than 46% the next day, indicating high market speculation [2] - The upcoming issuance of the AxCNH stablecoin, which is pegged to offshore RMB, aims to reduce reliance on traditional payment networks and enhance the international acceptance of the RMB [3][4] Group 2 - Jinyong Investment has entered a strategic partnership with AnchorX to explore various applications of stablecoins, including cross-border payments and digital asset management [3][4] - The financial performance of Jinyong Investment has been inconsistent, with losses reported in 2021 and 2022, but a projected profit of 67.37 million HKD for 2024, reflecting a year-on-year growth of 45.21% [4] - The regulatory landscape for stablecoins is evolving, with Hong Kong's Stablecoin Regulation set to take effect on August 1, 2025, and the first batch of stablecoin issuers expected to be announced in July 2024 [6] Group 3 - The interest in stablecoins is partly fueled by their potential advantages in cross-border payments, leveraging blockchain technology to reduce transaction costs and settlement times [6][9] - However, analysts caution that the unique decentralized nature of stablecoins may be compromised under regulatory frameworks, which could introduce new risks [7][8] - The long-term success of stablecoins may depend on international collaboration in cross-border payment systems and the integration with digital currencies like the digital RMB [9]