RWA

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X @Sei
Sei· 2025-09-12 20:10
RT Sei (@SeiNetwork)Jamie Finn, Co-founder of Securitize, is serving as Strategic Advisor to @Sei_FND.At Securitize, Jamie helped scale the leading tokenization platform to $4B+ in assets, including BlackRock’s BUIDL — the largest tokenized U.S. Treasury fund.Now, he’s helping shape Sei into the preferred settlement layer for RWAs and institutional use cases.“Sei is positioned to be the definitive chain where you can build the best institutional products and use them confidently in the world of DeFi,” said ...
X @Messari
Messari· 2025-09-12 14:25
exotic RWAs, DATs, PumpFun buybacks, Stripe’s Tempo, USDH, & more with our Enterprise team.00:00 exotic RWAs primer02:00 Macro & Fed odds (25 vs 50 bps)06:00 Solana DATs12:40 PumpFun buybacks debate23:00 Stripe Tempo L140:20 Hyperliquid USDH56:00 exotic RWA momentum & UX ...
周六福:打造“RWA+海外扩张”战略飞轮 黄金资产上链重构估值逻辑
Zhi Tong Cai Jing· 2025-09-12 14:15
Core Viewpoint - The strategic investment by Chow Tai Fook (周六福) in Gao Ying Securities (高盈证券) marks a significant move into the RWA (Real World Asset) sector, leveraging its asset attributes and channel advantages to explore compliant development paths in Hong Kong's digital asset market [1][3][11] Group 1: Strategic Investment and Partnerships - Chow Tai Fook, through its wholly-owned subsidiary, has completed a strategic investment in Gao Ying Securities, acquiring a 15% stake indirectly [1] - SwiftPass Hong Kong Limited, a subsidiary of Weifutong Technology, has also invested in Gao Ying Securities, holding an 18% stake [1] - This collaboration lays the foundation for long-term strategic synergy in the digital finance sector, focusing on cross-border payments, precious metals, and capital markets [3] Group 2: RWA Market Potential - The RWA sector is gaining attention as traditional industries face growth slowdowns and virtual asset regulations improve, with a projected tokenized asset scale reaching $16 trillion by 2030 according to Boston Consulting Group [3] - Major institutions like BlackRock and Franklin Templeton entering the market indicate a trend towards tokenizing real assets such as gold, bonds, and real estate [3] Group 3: Business Model and Growth Strategy - Chow Tai Fook's entry into the RWA market is not merely opportunistic but a strategic choice aligned with its asset characteristics and regulatory environment [4] - The company plans to establish hundreds of overseas stores in the next 2-3 years, which will serve as both sales terminals and sources of high-quality assets for RWA issuance [6] - Each new store will contribute to a growing pool of stable, globally recognized assets, enhancing the company's ability to issue RWA [6] Group 4: Competitive Advantages - The company's RWA products, anchored by gold and jewelry, provide inherent value stability and are easier to evaluate and custody [4] - Chow Tai Fook can leverage Gao Ying Securities' compliance licenses and financial capabilities to enhance asset liquidity and financing channels, supporting its overseas expansion [4] - The regulatory framework in Hong Kong requires virtual asset issuers to have practical application scenarios, which Chow Tai Fook's overseas operations naturally fulfill [6] Group 5: Financial Performance and Market Position - The overseas stores have demonstrated a return on equity (ROE) 2-3 times higher than domestic operations, validating the profitability of the business model [7] - The combination of supply chain advantages and cultural differentiation creates a structural competitive edge, ensuring high success rates for new stores [8] - The strategic partnership with leading commercial real estate firms reduces site selection risks and market entry costs, enhancing the feasibility of expansion [8] Group 6: Future Outlook and Valuation - Chow Tai Fook's dual strategy of overseas expansion and RWA development creates a self-reinforcing growth cycle, positioning the company as a pioneer in the RWA space [9][11] - The company is expected to enjoy valuation premiums as the first in the domestic jewelry industry to achieve systematic and scalable issuance of gold RWA products [10] - As the platform matures, Chow Tai Fook could transition from a product supplier to an industry infrastructure service provider, broadening its valuation metrics [10]
X @CZ 🔶 BNB
CZ 🔶 BNB· 2025-09-12 13:44
RT BNB Chain (@BNBCHAIN)RWAs are moving onchain faster than ever. Billions in Treasuries, credit, metals & more are already trading across blockchains.So where is tokenization going from pilots to production?Let’s look at the RWA landscape on BNB Chain 🧵👇 https://t.co/QNwl0HPhe6 ...
周六福(06168)战略入股高盈证券 黄金赛道龙头抢滩RWA新蓝海
智通财经网· 2025-09-12 13:31
Group 1 - Company acquired a 15% stake in Going Securities through its wholly-owned subsidiary, marking its entry into the RWA (Real World Asset) sector [1] - The partnership aims to integrate resources in cross-border payments, precious metals, and capital markets to explore growth opportunities in the Hong Kong digital asset market [1] - The stock price of the company increased by 8.69% to HKD 54.3 following the announcement [1] Group 2 - Company is recognized as a leading player in the Hong Kong gold and jewelry market, benefiting from a wide store network and brand influence [2] - Online sales accounted for 40% of total revenue in 2024, showing strong growth, while the company has opened six stores in Southeast Asia by July 2025 [2] - Analysts believe that rising gold prices will positively impact the company's profitability, despite potential sales disruptions [2] Group 3 - Strategic investment in Going Securities allows the company to leverage the upcoming virtual asset license for entering the tokenization market [3] - The company plans to expand its overseas stores to 200 by 2027, with current overseas investment returns being 2 to 3 times higher than domestic [3] - The integration of blockchain technology is expected to enhance asset liquidity and operational efficiency in overseas markets [3]
周六福战略入股高盈证券 黄金赛道龙头抢滩RWA新蓝海
Zhi Tong Cai Jing· 2025-09-12 13:27
Group 1 - Company has invested in Going Securities (HK) Limited, acquiring a 15% stake through its subsidiary, marking its entry into the RWA (Real World Asset) sector [1] - The partnership with SwiftPass HongKong Limited will result in an 18% stake in Going Securities, focusing on integrating resources in cross-border payments and digital finance [1] - The stock price of the company increased by 8.69% to 54.3 HKD following the announcement [1] Group 2 - Company is recognized as a leading player in the Hong Kong gold and jewelry market, benefiting from a broad store network and brand influence [2] - Online sales have reached 40% of total revenue in 2024, showing strong growth, while the company has opened six stores in Southeast Asia by July 2025 [2] - Analysts believe that rising gold prices will positively impact the company's profitability, despite potential short-term sales fluctuations [2] Group 3 - Strategic investment in Going Securities allows the company to leverage the upcoming virtual asset license, facilitating entry into the tokenization market [3] - The company aims to expand its overseas stores to 200 by 2027, with current overseas investment returns being 2 to 3 times higher than domestic [3] - The integration of blockchain technology is expected to enhance asset liquidity and operational efficiency in overseas markets [3]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-09-12 12:26
Market Trends & Cryptocurrency Performance - Crypto majors are showing positive trends, with SOL leading the gains; BTC is up 1% at $115,000, ETH is up 2% at $4,520, XRP is up 1% at $3.03, and SOL is up 6% at $239 [1] - BTC ETFs experienced $552.7 million in net inflows yesterday, bringing the total net inflows since September to $1.93 billion [1] - Memecoin leaders are generally up, with DOGE leading; DOGE is up 4%, Shiba is up 2%, PEPE is up 2%, PENGU is up 1%, BONK is up 2%, TRUMP is even, and FARTCOIN is up 4% [1] Tokenization & Regulatory Developments - BlackRock is reportedly working on tokenizing ETFs and other real-world asset (RWA) funds [1] - Rex-Osprey's ETFs for BTC, XRP, DOGE, BONK, and TRUMP have passed the SEC's 75-day window and are scheduled to launch today [1] - Coinbase has accused the SEC of deleting Gary Gensler's text messages during critical crypto crackdown years [1] Corporate Investments & Partnerships - Sharps Technology has announced a strategic partnership with Pudgy Penguins to promote Solana DATs [1] - A China-based fashion firm, Mogu, has approved a $20 million plan to invest in Bitcoin, Ethereum, and Solana for its treasury [1] - Crypto lender Figure saw its shares finish 24% above their IPO price in the company's Nasdaq debut [1] Meme Coin & Altcoin Activity - Dogecoin has increased by 20% this week, driven by treasury accumulation and the anticipation of the DOJE DOGE ETF launch [1] - PUMP got listed on Upbit on Thursday, rallying as high as $0.06, resulting in a $6 billion FDV (Fully Diluted Valuation); daily active PUMP app users have surpassed 35,000 [1] - Collector Crypt's CARDS token jumped 18% to $517 million after another $1.3 million gacha pack sellout [2] NFT Market - ETH NFT leaders showed mixed performance; Punks are down 2% at 46.3 ETH, Pudgy is up 2% at 10.5 ETH, and BAYC is down 2% at 9.15 ETH [2] - Pudgy Party has reached 500,000 downloads across Apple and Google app stores [2]
X @Ash Crypto
Ash Crypto· 2025-09-12 09:58
RT Bull Theory (@BullTheoryio)🚨 IT’S OFFICIALLY ALTSEASON 🚨The Altcoin Season Index just hit 78.Here’s what the data is showing right now:➤ Confirmed breakout → After months of BTC dominance, the index has finally crossed into official Altseason territory.➤ Time gap → It’s been 275 days since the last Altseason, while the average gap is just ~70 days. This makes the current setup much stronger.➤ History rhymes → Previous long gaps (2021) were followed by explosive rallies that lasted over 100 days.➤ Rotatio ...
金时科技(002951) - 002951金时科技投资者关系管理信息20250912
2025-09-12 09:33
Group 1: Shareholder Information - As of September 10, 2025, the number of shareholders is 21,643 [1] Group 2: Business Developments - The collaboration with Ant Group is still in the exploratory phase, with no substantial business activities initiated yet [2] - The newly established Jinshi Silicon Reconstruction Shenzhen Technology Co., Ltd. is currently in the preparatory stage and has not commenced production [2] Group 3: Financial Performance and Goals - Jinshi New Energy reported revenue of 17,700 yuan for the first half of 2025, which is significantly below the target of 12 million yuan for supercapacitor revenue [2] - The company is enhancing its market expansion efforts for supercapacitors through increased R&D investment and the development of new product models [2] - A comprehensive solution is being provided to address specific application challenges, including high energy consumption and frequent battery maintenance [2]
对话蚂蚁数科赵闻飙:AI和Web3带来的革新不亚于移动支付
Tai Mei Ti A P P· 2025-09-12 06:38
"市场上的数科公司很多,我们想要做不一样的。"蚂蚁数科CEO赵闻飙说。 蚂蚁数科CEO赵闻飙 赵闻飙是风控出身,在担任蚂蚁数科CEO之前,他是蚂蚁集团大安全事业群总裁。过去一年半,这位风 控出身的AI技术大牛,正带着蚂蚁数科在产业智能化的道路上狂飙。 2024年3月,蚂蚁数科正式独立。作为一家含着金汤匙出生的数科公司,天然具备很多资源禀赋,也理 应面对更高的期望。 刚刚独立一年半的蚂蚁数科交出了不错的成绩单。据赵闻飙透露,去年蚂蚁数科已经实现盈亏平衡,今 年预计营收增长50%,并且"利润还不错"。 虽然独立时间不长,实际上蚂蚁数科在toB服务领域已经有多年积累,得益于在蚂蚁集团万亿级交易量 中磨炼的技术优势与场景实践,蚂蚁数科旗下的安全风控、云科技、区块链及隐私计算等toB产品都已 经是相关赛道的冠军。 而AI和Web3带来的巨大产业机遇,被赵闻飙视为蚂蚁数科未来更大的机会。"AI和Web3所带来的范式 革新,将不亚于移动支付。"赵闻飙认为。 在企业级AI市场,蚂蚁数科不卷基模,而是着眼于"应用落地",为此他们构建了基础大模型之上的全栈 AI服务,涵盖智能算力调度、行业大模型、智能体开发平台及智能体应用。蚂蚁 ...