RT cereal_killer (@FBitach)We’re entering a retro-future currency race. Not gold in vaults, but BTC and ETH in multisigs.China’s RMB is overtaking the dollar in outbound trade payments. The Belt and Road is becoming a payments network. SWIFT is optional. e-RMB rails are expanding through ASEAN. This is active dollar displacement.Most stablecoins today are dollar-pegged and backed by cash and T-bills. But what happens in a world where de-dollarization accelerates? What happens when trust in U.S. assets erode ...

Regulatory Landscape - AUSTRAC declares digital currencies a top threat [1] - Australia is undertaking the "most ambitious overhaul of anti-money laundering laws in a generation" [1]

Core Viewpoints - IPO activity has fluctuated post-pandemic due to economic uncertainty, rising interest rates, and inflation, but has seen a positive shift recently with notable IPOs like CoreWeave (CRWV) and Circle Internet Group (CRCL) [1][10] - Both CRWV and CRCL have experienced significant stock price increases since their debuts, indicating a positive investor sentiment [7][10] CoreWeave (CRWV) - CoreWeave is backed by NVIDIA (NVDA), which holds a $900 million stake, making it one of the largest investors [3] - NVIDIA supplies CoreWeave with high-performance GPUs essential for its AI infrastructure, alleviating previous investor concerns regarding sales generated from NVIDIA [4] - CoreWeave's quarterly results showed a 420% year-over-year sales increase, with a revenue backlog of $25.9 billion, and the stock has risen 270% since its IPO [5] Circle Internet Group (CRCL) - Circle is a global fintech firm that issues USDC, the second-largest dollar-pegged stablecoin, facilitating digital currency use across various platforms [7] - The stock has seen a significant rise since its debut on June 5, with notable investment from Cathie Wood's ARK, which purchased approximately 4.5 million shares on the first trading day [9] - Circle's business model aims to transform money into a digital format, enhancing global financial opportunities [8] Market Sentiment - The recent IPO activity, particularly from Circle and CoreWeave, reflects a broader positive sentiment in the market, contrasting with previous tariff-related concerns [10]

Core Viewpoint - Jiuzi Holdings, Inc. plans to acquire 1,000 Bitcoins over the next year through a dual-track strategy involving additional stock issuance and cash purchases, reflecting the company's confidence in blockchain technology and digital currencies [1][2]. Group 1: Acquisition Strategy - The acquisition plan is a strategic choice made after thorough consideration, aiming to diversify investment risk and provide potential long-term benefits by including Bitcoin in the asset portfolio [2]. - The company will implement the acquisition through a combination of additional stock issuance and cash purchases, ensuring adequate funding while respecting shareholder interests [3]. Group 2: Market Perspective - Bitcoin is recognized as the world's leading cryptocurrency, known for its liquidity and strong value-added potential, which aligns with the company's investment strategy [2]. - The CEO acknowledges the volatility of the Bitcoin market but emphasizes a long-term bullish belief in blockchain technology, aiming to enhance the company's asset structure and profitability through this acquisition [4].