华夏时报（www.chinatimes.net.cn）记者 赵奕 上海报道 稳定币领域迎来首个IPO。 当地时间6月5日，全球第二大稳定币USDC发行商Circle在纽交所正式挂牌上市，股票代码为CRCL，发 行价为每股31美元。美股行情信息显示，Circle开盘多次触发熔断，上市首日涨幅168.48%，收盘价报 83.23美元，当日成交量达4710.9万股，约合39.41亿美元。 目前全球稳定币总市值已达2480亿美元，其中Circle的USDC占据约25%的市场份额，总市值达600亿美 元，仅次于Tether的USDT的61%。 Circle成立于2013年10月，由Jeremy Allaire和Sean Neville创立，专注于区块链技术和稳定币。2018年， Circle与Coinbase共同创立Centre联盟并推出稳定币USDC。2023年，Centre联盟解散，Circle成为USDC 唯一的发行方和管理方。 不过，分家之后，Coinbase依旧瓜分了USDC的大部分收入。根据备案文件，Coinbase平台上的USDC， 由Coinbase获得100%的储备收益；非Coinbase平台上的US ...

Core Insights - The company, formerly focused on automotive services and finance, has successfully transformed into a "Mine+Hold" business model, leading to a nearly 200% increase in stock price since late October 2022 [1][3] - The strategic decision to pivot from automotive services to cryptocurrency mining has proven to be timely and beneficial, especially given the favorable market conditions for digital currencies [1][3] Group 1: Business Transformation - The company began divesting its automotive finance business in 2021 to mitigate credit risk, resulting in a three-year performance vacuum [1] - In November 2024, the company acquired 32EH/s of mining power for $256 million, marking a significant shift to a new core business in cryptocurrency mining [3] - The decision to exit the automotive services sector was validated by the poor performance of major automotive dealers, indicating that the mining sector offers better long-term prospects [3] Group 2: Mining Operations - The company has adopted a "Mine+Hold" strategy, currently holding over 3,400 bitcoins, ranking fourth among publicly listed mining companies [5][9] - The average cash cost to produce one bitcoin is approximately $67,000, with the company maintaining a high operational efficiency and utilization rate of over 90% [5][7] - The company has strategically purchased second-hand mining machines to optimize costs and avoid excessive depreciation during market fluctuations [5] Group 3: Financial Position and Market Strategy - As of the end of 2024, the company holds approximately $345 million in cash and equivalents, bolstered by the $351.94 million from the sale of its Chinese operations, resulting in a total free cash flow of around $700 million [13] - The new controlling shareholder, Enduring Wealth Capital, linked to Bitmain, enhances the company's resource access and operational capabilities in the cryptocurrency sector [12] - The company plans to apply for delisting from the Chinese concept stock category, which is expected to improve liquidity and stabilize its market valuation between $1 billion and $2 billion [13]

Group 1 - Hong Kong's Financial Secretary is considering introducing virtual asset derivatives trading for professional investors, alongside robust risk management measures [1] - This initiative follows Hong Kong's legislation on stablecoins and reflects a bold innovation in the virtual asset sector, increasing mainland China's interest in related developments and commercial applications [1] - The mainland focuses on central bank digital currency (DC/EP) infrastructure and compliance applications, adopting a "centralized coordination + local pilot" model [1] Group 2 - The People's Bank of China has outlined plans for digital currency development, prioritizing DC/EP in cross-border payment scenarios, with significant pilot projects already underway [1] - By 2024, the digital currency market in China is expected to exceed 1.5 trillion yuan, with a compound annual growth rate of 34%, and digital yuan transactions accounting for over 60% of this market [2] - Forecasts suggest that from 2025 to 2030, the digital currency market will maintain a 25% annual growth rate, potentially surpassing 3 trillion yuan by 2030, with digital yuan penetration reaching 55% and cross-border payments increasing to 25% [2]

Group 1 - Bitcoin has fallen below $101,000 per coin, with a daily decline of 3.55% [1]

智通财经6月5日电，比特币跌破104000美元，日内跌超1%。 ...

比特币向下触及104000美元/枚，日内跌0.69%。 ...

Market Overview - The A-share market saw most major indices rise today, with the Shanghai Composite Index up by 0.23% closing at 3384.10 points, the Shenzhen Component Index up by 0.58% closing at 10203.50 points, and the ChiNext Index up by 1.17% closing at 2048.61 points [1][9] - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, an increase of 137.4 billion yuan compared to the previous trading day [1] Industry Performance - Among the Shenwan first-level industries, the leading sectors were communication, electronics, computers, media, and machinery equipment, with increases of 2.62%, 2.31%, 2.12%, 1.27%, and 0.98% respectively [1] - The sectors that experienced declines included beauty care, textiles and apparel, agriculture, forestry, animal husbandry, fishery, comprehensive, and pharmaceutical biology, with decreases of 3.07%, 1.81%, 1.79%, 1.30%, and 1.01% respectively [1] Concept Sector Performance - The top-performing concept sectors included circuit boards, digital currency, IDC, 5G, big data, memory, cloud computing, financial technology, technology leaders, cameras, smart speakers, consumer electronics manufacturing, cybersecurity, virtual reality, and artificial intelligence [2]

Core Viewpoint - The company, Jingbeifang (002987), has not yet established subsidiaries or branches in Hong Kong but has been actively involved in cross-border payment solutions for several years, assisting clients with SWIFT and CIPS system integration [1] Group 1 - The company has a rich experience in cross-border payment solutions, having participated in various projects such as the digital currency bridge project [1] - The company possesses a strong technical and talent reserve related to cross-border payment systems [1]

Group 1 - The core viewpoint of the articles highlights the strong performance of sectors such as communication, electronics, and computing in the A-share market, driven by active indices related to optical modules, AI computing, and cloud computing [1] - Nvidia's FY2026 Q1 performance exceeded expectations, with the introduction of a new AI chip specifically for the Chinese market, and Blackwell contributing nearly 70% of data center computing revenue, indicating strong demand for Nvidia's chips [1] - The Ministry of Industry and Information Technology released the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard and rule system for computing power interconnection by 2026, and achieve nationwide public computing power standardization by 2028 [1] Group 2 - The Xinchang ETF (562570) is closely related to the strategic restructuring of Haiguang Information and Zhongke Shuguang, which are significant components of the index, collectively accounting for over 10% of its weight [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing content, covering sectors such as optical modules, computing leasing, data storage, and servers, with Zhongke Shuguang being the sixth largest component [2]

凌子昂不仅是区块链领域的学术先锋，更是一位杰出的行业实践者。作为 NFTGo 的联合创始人，他推动了 NFT（非同质化代币）技术的发展与应用，为数 字资产的流通和价值实现提供了新的思路和解决方案。 在 5 月 25 日于杭州龙禧福朋喜来登酒店成功举办的亚洲品牌经济峰会 2025 杭州会议上，NFTGo 联合创始人凌子昂（笔名龙野）凭借其在区块链和数字货 币领域的杰出贡献，荣获第八届斯贝瑞奖 2025年度科技创新人物。这一殊荣不仅是对他过去九年在区块链行业深耕的肯定，更是对其未来潜力的高度期 待。 本次活动以 "创新无界，大浪淘沙始见金" 为主题，吸引了来自中国香港、迪拜、泰国、新加坡以及全国各地的 300 多位企业家、行业专家及品牌创始人。 活动旨在探讨品牌经济的创新趋势与数字化生态下的商业机遇，为企业领袖及创新实践者提供了一个高端对话与资源整合的平台。在众多优秀候选者中脱颖 而出，凌子昂的获奖充分彰显了他在区块链领域的卓越实力与行业影响力。 九年深耕，铸就行业标杆 凌子昂在区块链和数字货币行业拥有 9 年的研究和从业经验，是最早涉足比特币定价研究的学者之一。他著有多篇相关论文，并出版了《解锁新密码——从 区 ...