亿万富翁投资人Peter Thiel正押注以太坊将成为华尔街RWA的首选平台，其投资公司已大举投资以太坊 相关资产。 周五据华尔街见闻，受益于美联储主席鲍威尔的鸽派言论，以太坊价格周五暴涨15%，时隔四年再创历 史新高。自今年4月的低点以来，以太坊价格已上涨超过250%。而硅谷最具影响力的风险投资家之一 Peter Thiel在这波涨势中收益不菲。 他的风险投资公司Founders Fund通过投资多家将以太坊作为库存储备资产的公司，深度参与了这场行 情： Thiel对以太坊的投资逻辑在于，如果以太坊能够成为传统金融体系之外处理美元、股票和其他资产清 算、结算的替代性渠道，那么其原生代币将因网络活动的增加而大幅受益。 华尔街押注以太坊成为RWA首选区块链 与供应量有限、主要用作数字价值存储工具的比特币不同，以太坊供应量没有硬性上限，但正越来越多 地用于以太坊平台上的交易。 以太坊是一个开源平台，开发者可在其上构建和运营应用程序，用于交易、借贷数字货币。 华尔街见闻此前提及，现实世界资产（RWA）正通过区块链技术，将传统金融资产与实体资产（如美 债、房地产、绿色能源）转化为链上数字代币，一个预计到2030年规模 ...

Group 1 - The "Anchor" Web3.0 Future Summit was held in Hong Kong, promoting the compliant development of the Web3.0 ecosystem [1] - The RWA (Real World Assets) one-stop issuance standardized platform, Ferion, was officially launched by AlloyX, aiming to provide end-to-end digital asset solutions for the global RWA industry [3] - Ferion platform utilizes AI and big data technology to offer a comprehensive service for tokenization, compliance issuance, and management of real-world assets, enhancing liquidity and promoting industry innovation [3] Group 2 - AlloyX Limited focuses on integrating traditional banking services with blockchain technology, aiming to become the largest stablecoin service provider in Asia [4] - The company provides secure fiat-to-stablecoin exchange solutions, embedded wallet services, and infrastructure covering various blockchain scenarios, facilitating efficient management and innovative applications of digital assets [4]

Group 1: Company Highlights - Vailizhibo-B (HK09887) listed on the Hong Kong Stock Exchange on July 25, with a significant dark market performance, reaching a peak of HKD 82.00, up over 134% from the IPO price of HKD 35.00, closing at HKD 69.75, a 99.29% increase [1] - SenseTime (HK00020) announced a placement to raise approximately HKD 2.5 billion by issuing about 1.667 billion Class B subscription shares at a subscription price of HKD 1.50, a discount of about 6.25% from the last closing price of HKD 1.64 [2] - Juzi Technology submitted a new prospectus to the Hong Kong Stock Exchange for a second time, focusing on the baby electronic products sector, with projected sales of nearly 1.4 million baby monitors in FY2024, marking a historical high [3] - Zhonghui Biotechnology-B submitted a listing application to the Hong Kong Stock Exchange, focusing on innovative vaccines, with core products including a quadrivalent influenza virus subunit vaccine and a rabies vaccine under development [4] Group 2: Market Performance - The Hang Seng Index closed at 25,667.18, with a gain of 0.51% on July 24 [5] - The Hang Seng Tech Index stood at 5,743.00, experiencing a slight decline of 0.05% [5] - The National Enterprises Index reached 9,257.62, with an increase of 0.18% [5]

Group 1 - The company has entered into two agreements to obtain exclusive rights to issue and launch digital collectibles based on the epic painting "浩气长流" [1] - The agreements are effective from July 7, 2025, to July 7, 2026, with the current valuation of the rights held by the licensor at RMB 36 million [1] - If the valuation report determines a value below RMB 30 million, the licensor has the right to unilaterally terminate the issuance of the digital collectibles [1] Group 2 - The painting "浩气长流," created by a team of over 50 Chinese artists led by Wang Kang, depicts the resistance of over 800 Chinese people during the Sino-Japanese War [2] - The agreement signifies an important advancement for the company in the cultural technology and digital asset sectors, aiming to preserve and promote Chinese historical culture through modern digital forms [2] - The company seeks to expand its business footprint in the Real World Asset (RWA) industry and explore innovative applications of digital collectibles and blockchain technology [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任。 FUTURE DATA GROUP LIMITED 未來數據集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號： 8229） 自願公告 未 來 數 據 集 團 建 議 推 出 基 於 國 畫《浩 氣 長 流》的 數 字 收 藏 品 本 公 告 乃 由 未 來 數 據 集 團 有 限 公 司（「本公司」或「未來數據集團」，連 同 其 附 屬 公 司 統 稱「本集團」）自 願 作 出，藉 以 知 會 本 公 司 股 東（「股 東」）及 潛 在 投 資 者 有 關 本 集 團 的 最 新 業 務 發 展。 該等協議 本 公 司 董 事 會（「董事會」）欣 然 宣 佈，於 二 零 二 五 年 七 月 二 十 二 日，本 公 司 與（其 中 包 括）史 詩 級 巨 幅 國 畫《浩 氣 長 ...

Core Viewpoint - The company has established a joint venture, Novus Infusion Partners Limited, with Supercomputing Technology Co., Ltd. to focus on the issuance of Real World Assets (RWA) [1][2] Group 1: Joint Venture Details - Novus Infusion is formed with an initial capital contribution of HKD 3 million from the company and HKD 2 million from Supercomputing Technology, resulting in ownership of 60% and 40% respectively [1] - Novus Infusion will become a direct non-wholly owned subsidiary of the company [1] Group 2: Sponsorship Agreement - A sponsorship agreement has been signed between Novus Infusion and a Hong Kong limited company fully owned by Greenland LPF, designating the latter as a Web3.0 solution service provider [2] - The focus of the collaboration will be on the tokenization and management of intangible cultural intellectual property (IP) and related digital asset projects [2] Group 3: RWA Platform Development - The agreement outlines the development of a blockchain-based RWA platform, which includes tokenization and on-chain management of intangible cultural IP assets [2] - The total budget for the collaboration under the sponsorship agreement is expected to be less than HKD 5 million, covering platform development, legal consulting, auditing, and compliance [2]

Core Viewpoint - Aurora Mobile is exploring opportunities in the Real World Asset (RWA) market, leveraging its existing products and services to support market expansion [1]. Data Services and RWA Integration - Aurora Mobile has a vast user data resource, serving over 1.78 million apps and with over 1.4 billion monthly active devices. This data can be integrated with RWA projects to provide support in assessing underlying asset value and risk [1]. - For example, data on population density and consumer capacity can assist real estate RWA projects, while user behavior data can optimize operations for renewable energy RWA projects [1]. Marketing Cloud Services for RWA Promotion - The company's marketing cloud solutions can help businesses achieve multi-channel customer outreach, promoting RWA products to a broader investor base through channels like SMS and email [2]. - This approach aims to enhance project visibility and recognition, facilitating the sale and circulation of RWA assets [2]. Customer Interaction Support for RWA - Aurora Mobile focuses on helping businesses establish close connections with customers, which can be applied to RWA projects for improved customer service [3]. - Providing quality customer interaction experiences can enhance investor trust and satisfaction in RWA projects, while feedback collection can inform project improvements [3]. AI Technology Collaboration Exploration - The company has made strides in AI, including the integration of GPTBots for intelligent agent construction. AI can optimize asset pricing and risk prediction in the RWA sector [2]. - Aurora Mobile aims to leverage its AI technology to collaborate with RWA project parties, developing AI-based applications to enhance the intelligence of RWA projects [2]. Cross-Border Business Synergy with RWA - Aurora Mobile provides customer interaction and marketing technology applications for Chinese enterprises going global, with experience in cross-border operations [3]. - The company can support cross-border RWA projects by promoting and operating them in different regions, addressing challenges like cross-border payments and investor communication [3].

Group 1 - The core viewpoint of the article highlights a collaboration between KuanShe Co., Ltd. (勘设股份), HanKais Intelligent (翰凯斯智能), and QuChain Technology (趣链科技) to explore the integration of blockchain technology with intelligent transportation through a pilot application of Real World Assets (RWA) [1] - The partnership aims to develop a new data asset system that is verifiable, quantifiable, and tradable by managing key assets such as autonomous vehicles and charging facilities through trusted registration and value mapping on the blockchain [1] - KuanShe Taiyu Tanxing (勘设泰宇坦行) is noted as the first commercial entity for autonomous driving technology in Guizhou Province, established as a joint venture among KuanShe Co., Ltd., Guiyang Public Transport, and HanKais [1]

Core Viewpoint - Blockchain technology is recognized as a disruptive foundational technology and is included in China's "14th Five-Year Plan" as one of the seven key industries in the digital economy, with encouragement from financial regulatory authorities for its application in the banking and insurance sectors [1] Blockchain Application in Insurance - The application of blockchain in the insurance industry is still limited compared to the banking sector, with various innovative use cases emerging since 2016, including AXA's flight delay insurance and China People's Insurance Company's agricultural insurance platform [5][6][7] Classification of Blockchain Applications - Blockchain applications can be categorized into three main types: 1. **Evidence and Traceability**: This includes judicial evidence storage and product traceability, ensuring the authenticity and integrity of information [3] 2. **Multi-party Collaboration**: This type facilitates efficient collaboration among different organizations, reducing trust costs and enhancing operational efficiency [4] 3. **Value Sharing**: This application fosters innovation and creates new business models by lowering mutual trust costs among participants [4] China Pacific Insurance's Blockchain Strategy - China Pacific Insurance aims to leverage blockchain for digital transformation, focusing on alliance chains and prioritizing scenarios like evidence storage and data collaboration [8][9] - The company plans to build a blockchain platform, "Taibao Chain," with core functionalities including evidence storage, data collaboration, and privacy computing [9] Innovative Use Cases by China Pacific Insurance - China Pacific Insurance has initiated several innovative applications based on the Taibao Chain, including: 1. **Smart Claims in Medical Insurance**: This application enhances the claims process by enabling proactive service and improving customer experience [9][10] 2. **Digital Safe Services**: This service allows secure storage of digital documents, with over 65,000 documents stored by the end of 2024 [10] 3. **Agricultural Insurance Service Chain**: This initiative aims to trace high-quality agricultural products throughout the supply chain [10] Future Outlook for Blockchain in Insurance - The insurance industry is expected to utilize blockchain to enhance data flow and collaboration, both within the industry and across sectors, improving operational efficiency and service quality [11][12] - The development of Web3 technologies presents new opportunities for the insurance sector, including risk management for decentralized infrastructure and insurance for real-world assets [12][13][14]

Core Insights - The cryptocurrency industry experienced significant growth in Q1 2024, continuing the momentum from Q4 2023, with a total market capitalization reaching $2.8 trillion, a 64.5% increase from the previous quarter [1][2][10]. Overall Market - The total cryptocurrency market capitalization surged by $1.1 trillion in Q1 2024, nearly double the previous quarter's increase, with an average daily spot trading volume of $109.2 billion, up 45.4% [2][16]. - Bitcoin maintained its dominant position with a market share of 49.4%, while Solana and BNB showed notable growth in market share, increasing by 0.7% and 0.5% respectively [2][18]. - The top 15 stablecoins saw a total market capitalization increase of $20.6 billion, with Ethena's USDe emerging as a new focus in the industry [2][23]. Head Assets - Bitcoin reached a historical high of $73,098 during the quarter, closing at $71,247, marking a 69% increase, driven by the approval of the U.S. spot Bitcoin ETF and its perceived scarcity [4]. - Ethereum's price rose to $4,000, closing at $3,507, with a 59.9% increase, supported by significant upgrades and increased transaction volumes on Layer 2 networks [5]. - Solana's token price doubled to over $200, with a 100.1% increase, largely fueled by the meme coin craze within its ecosystem [6]. Sector Trends - The industry narrative in Q1 2024 focused on three main areas: artificial intelligence (AI), meme coins, and real-world assets (RWA), capturing over one-third of market attention [3]. - Decentralized finance (DeFi) saw a 49.1% increase in total market capitalization, although its market share slightly declined due to the influx of funds into Bitcoin and meme coins [7]. - The NFT market rebounded with a 51.5% increase in trading volume, reaching $4.9 billion, with Ethereum still leading but facing competition from Bitcoin and Solana [8]. Trading Platforms - Centralized exchanges (CEX) and decentralized exchanges (DEX) both showed strong performance, with the top 10 CEXs achieving a total trading volume of $4.3 trillion, the highest since Q4 2021 [9]. - The perpetual contract market also reached historical highs, with the top 10 perpetual CEXs recording a trading volume of $13.5 trillion [9]. Industry Outlook - The cryptocurrency industry is expected to continue its growth trajectory, driven by traditional financial institutions entering the market, technological innovations, and the expansion of applications such as meme coins and NFTs [10].