web3

Search documents
Web3加密市场早报:周末市场上涨,总体行情不错,Eth L2板块凌晨拉盘【Vic TALK第1343期】
Vic TALK· 2025-06-29 23:07
推特:https://x.com/victalk6886 币安链接:https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群:https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...
引领支付创新:Bitget Wallet 探索 Web3 二维码集成
Globenewswire· 2025-06-29 21:48
圣萨尔瓦多,萨尔瓦多, June 30, 2025 (GLOBE NEWSWIRE) -- 领先的非托管 Web3 钱包 Bitget Wallet 正在推进其 PayFi 计划,探索将二维码技术集成到去中心化支付系统中。 这项正在进行的研究标志着自托管钱包在连接传统金融基础设施与 Web3 去中心化世界方面取得了重大进展。 随着区块链应用的不断扩展,将加密货币支付集成到熟悉系统中仍然是一项挑战。 Bitget Wallet 的 PayFi 计划正在探索如何将广泛使用的二维码系统(以其简便性和移动兼容性而著称)适配于去中心化场景。 其目标是提供一种熟悉的加密货币支付体验,同时拥抱 Web3 的未来。 “二维码支付是连接当今习惯和未来金融系统的最自然的桥梁,”Bitget Wallet 首席营销官 Jamie Elkaleh 表示。 “我们在 PayFi 上的工作不仅仅是实现交易,而是设计一种用户至上的体验,让去中心化支付成为用户自然而然的习惯。” 东南亚的应用趋势凸显了二维码基础设施在推动金融普惠方面的力量。 在越南,在 VietQR 以及 MoMo、ZaloPay 和 Viettel Money 等主流电 ...
宇信科技(300674) - 宇信科技:2025年6月27日投资者关系活动记录表
2025-06-29 15:14
投资者关系活动记录表 证券代码:300674 证券简称:宇信科技 北京宇信科技集团股份有限公司 投资者关系活动记录表 3、宣言 2.0 明确证券及期货事务监察委员会为数字资产交易服务提 供者的主要监管机构 政策宣言2.0提供的另一项关键内容是,明确了数字资产领域的整体 监管框架,界定了各个监管部门的职责分工。其中最核心的是确定证券 及期货事务监察委员会将作为数字资产交易服务提供者的主要监管机 构,负责发牌、注册、制定标准、优化监管流程,为市场参与者勾勒出 明确的合规路径。 作为金融行业的科技公司,宇信科技在服务监管机构方面具有丰富 经验,持续学习监管思路,保持良好的沟通机制,并持续推动业务创新。 近期协助某股份制商业银行客户申请了国内第一份"算力上云"牌照, 使银行无需自建本地算力即可实现云端部署。 编号:2025-016 | 投资者关系活动 | 特定对象调研 分析师会议 媒体采访 | | | --- | --- | --- | | 类别 | 业绩说明会新闻发布会 路演活动 | | | | 现场参观 其他(券商策略会、电话会议) | | | 参与机构名称 | | | | | 机构名称 机构名 ...
【兴证计算机】证券IT:下游景气持续修复,Web3.0金融创新加速
兴业计算机团队· 2025-06-29 11:41
点击上方"公众号"可订阅哦! 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 周观点 把握中报高增长阿尔法,关注辅助驾驶和金融 IT 本文第二章,对证券 IT 进行了专题跟踪。 风险提示:板块业绩不达预期;下游需求存在景气度不稳定的风险;科技创新可能带来短期业绩下降。 注:文中报告节选自兴业证券经济与金融研究院已公开发布研究报告,具体报告内容及相关风险提示等详见完整 版报告。 证券研究报告: 《 证券 IT :下游景气持续修复, Web3.0 金融创新加速 》 对外发布时间: 2025 年 6 月 29 日 报告发布机构: 兴业证券股份有限公司(已获中国证监会许可的证券投资咨询业务资格) 本报告分析师 : 蒋佳霖 SAC执业证书编号: S0190515050002 孙 乾 SAC执业证书编号:S0190518110001 杨本鸿 SAC执业证书编号:S0190522080001 陈 鑫 SAC执业证书编号:S0190522030001 张旭光 SAC执业证书编号:S0190523090002 杨海盟 SAC执业证书编号:S0190523070001 桂 杨 SAC执业证书编 ...
传媒互联网产业行业周报:虚拟资产大趋势,交易平台持续是重点方向-20250629
SINOLINK SECURITIES· 2025-06-29 11:18
敬请参阅最后一页特别声明 1 教育:K12 教培行业高景气维持,非学科产品合规优质供给仍然有限,头部机构暑期招生反馈良好,看好头部机 构持续扩大市场份额。本周,新东方举行 AI 英语一对一产品发布会,App 将于 7 月 2 日正式上线,积极关注。 奢侈品:宏观经济影响奢侈品销售表现,景气略有承压,部分产品创新能力优秀的品牌逆势高增。近日 Prada 集 团宣布 Prada 品牌首席执行官 Gianfranco D'Attis 将于 6 月 30 日离任,关注后续变化 咖啡茶饮:1)咖啡:高景气维持。行业仍具备β性红利,行业门店数依旧呈现净增加态势,龙头同店维持正增 长。2)茶饮,略有承压。外卖平台补贴带动下,行业供给继续增加,有望加剧行业竞争。 电商:略有承压。电商大盘增速放缓,行业竞争依旧激烈;即时零售成为新战场。 旅游消费及 OTA:京东宣布进军酒旅,但酒店供应链长且复杂,短期补贴对行业头部玩家及 OTA 高端酒店业务冲 击有限,关注 OTA 龙头低估值机会。 流媒体平台:音乐流媒体平台为内需驱动的优质互联网资产,高性价比悦己消费,规模效应持续驱动盈利杠杆释 放,我们建议持续关注音乐订阅平台。 虚拟资产 ...
连连数字(02598.HK):受益于WEB3的领先跨境支付服务商
Ge Long Hui· 2025-06-29 10:38
Core Viewpoint - The company is well-positioned to benefit from the growing interest in stablecoins and has a strong foundation for growth in its payment business, supported by its licenses, compliance, technology, partnerships, and customer resources [1][2]. Group 1: Business Model and Market Position - The company focuses on providing payment services to B2B merchants, differentiating itself from consumer-focused e-wallets and third-party payment processors [1]. - In 2024, the company's digital payment revenue is expected to contribute 88% from TPV fees, with cross-border payments accounting for 61% and domestic payments for 26% [1]. - The company has a unique competitive advantage with its self-built licensing system and an open cooperation ecosystem, supported by 65 global payment licenses [1]. Group 2: Growth Expectations and Future Drivers - The company is expected to maintain a stable growth trajectory with a projected payment revenue growth rate of over 20% in the coming years, driven by a low dependency on any single market [1]. - The company plans to enhance its global licensing and local service capabilities while expanding its value-added services to support comprehensive business operations [1]. - The company has begun exploring opportunities in the Web3 space, which aligns with the application of stablecoins in cross-border payments, potentially improving global payment efficiency [2]. Group 3: Profitability and Valuation - The company maintains its profit forecast, currently trading at 7x/5x P/S for 2025/2026, with a target price increase of 6% to HKD 15.3, reflecting a 45% upside potential [3].
X @BREAD | ∑:
BREAD | ∑:· 2025-06-28 14:08
RT Carpenter of Web3⚒️📈 (@CarpenterOfWeb3)What is Going on In SocialFi/InfoFi Special @fantasy_top_ Deck Building Series with @Khallid4397 & @0xBreadguy https://t.co/ZVBxV0S0Xy ...
X @Yuyue
Yuyue· 2025-06-28 12:17
推特的加密基建有 Kaito、TG 的加密基建有 TON、Kakao 和 Line 的加密基建有 Kaia,那 Instagram 有人去做文章吗?OKX 的 Sahara 填表活动踏空之后我就看了下 OKX 的各种撸毛列表来着,发现他们也会和不少大融资的项目进行合作。其中历史活动里有个 @CygnusFi 就是做 Web3 Instagram App Layer 的,在 Instagram 的基础上做加密基建不过之前 Cygnus 与 OKX 钱包的代币奖励活动已经结束了,据说有很多萌新从 Instagram 那边第一次体验 OKX 钱包。这种可以带流量的项目,交易所应该还是挺喜欢的,可以等之后看看有没有什么其他代币空投活动可以参与根据 @RootDataCrypto 数据显示,OKX Ventures 领投,Pre-seed 轮融资 20M ...
【新华财经调查】连连数字:能否借虚拟资产重写支付叙事?
Xin Hua Cai Jing· 2025-06-28 02:59
Core Viewpoint - The article discusses the recent performance and strategic positioning of Lianlian Digital (02598.HK) in the context of the stablecoin market and its efforts to adapt to changes in cross-border trade dynamics. Group 1: Market Performance - Lianlian Digital's stock price experienced a significant increase of 158% over nine trading days, followed by a 40% drop on the tenth day, stabilizing at 10.54 HKD as of June 27 [2] - The stock price rose approximately 65% from May 21 to June 27, following the Hong Kong Legislative Council's approval of the Stablecoin Bill [3] Group 2: Stablecoin and Virtual Asset Strategy - Lianlian Digital is actively involved in the stablecoin sector, having partnered with Yuan Coin Technology, one of the first three stablecoin issuers in Hong Kong, to develop the "Yuan Coin Wallet" [3] - The company has obtained a Virtual Asset Trading Platform (VATP) license, which positions it to expand its virtual asset financial services [4] - The stablecoin concept is seen as a key entry point for traditional finance, offering advantages in payment efficiency and cost [4] Group 3: Financial Performance - In 2024, Lianlian Digital reported total revenue of 1.315 billion CNY, a year-on-year increase of 27.9%, and achieved a profit of 78.7 million CNY, reversing a previous loss of 403 million CNY [7] - The total payment volume (TPV) reached 3.3 trillion CNY, a significant increase of 64.7% year-on-year, driven by growth in cross-border e-commerce and B2B traditional trade [8] Group 4: Strategic Adjustments - The company sold a 14.56% stake in Lian Tong Company for approximately 1.6 billion CNY, reducing its ownership to 17.63%, which alleviates the financial burden from previous losses [9] - Lianlian Digital is focusing on global expansion by acquiring local licenses and supporting transactions in over 130 currencies, aiming to mitigate risks from changing trade dynamics [13] Group 5: Industry Challenges and Opportunities - The cross-border payment sector faces challenges due to uncertain tariff policies, which may increase transaction costs and compliance risks [11][12] - Lianlian Digital plans to enhance its competitiveness through technology-driven operations and by expanding into emerging markets such as Southeast Asia and Latin America [15]