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Group 1 - The increasing number of stablecoin transactions and the enactment of the GENIUS Act may significantly impact Mastercard Inc.'s business operations and shareholder value [1] Group 2 - Triba Research aims to identify high-quality businesses that can deliver sustainable, double-digit returns over the long term, focusing on companies with competitive advantages, low debt levels, and skilled management [2]

Summary of Key Points from the Conference Call Industry and Company Involved - The conference call primarily discusses the implications of China's anti-involution and stablecoin initiatives, focusing on the broader economic landscape in China and the emerging stablecoin market in Hong Kong [1][2]. Core Insights and Arguments 1. **Anti-Involution and Economic Reforms** - The current anti-involution measures are more nuanced compared to previous supply-side reforms, targeting mid-to-downstream sectors rather than just upstream sectors [7]. - The reliance on indirect taxes, such as VAT, is incentivizing overcapacity and necessitates comprehensive reforms to stimulate the economy [49][52]. 2. **Overcapacity Issues** - Overcapacity is particularly severe in sectors like solar energy and electric vehicle (EV) batteries, with China's supply exceeding global demand by over 2 times and 1.3 times, respectively [22]. - Different symptoms of overcapacity require tailored mitigation measures, indicating a shift in the economic landscape [11][16]. 3. **Stablecoin Legislation** - The global race in stablecoin legislation is intensifying, with significant developments in the US, Japan, Singapore, and the EU, which may strengthen the dominance of USD-pegged stablecoins [26][27]. - The Hong Kong Stablecoins Bill, effective August 2025, aims to establish a regulatory framework for stablecoin issuers, including capital requirements and robust KYC/AML procedures [32][31]. 4. **RMB Internationalization** - The People's Bank of China's (PBoC) plans for RMB internationalization are crucial in a multipolar monetary world, aiming to enhance the global standing of the RMB [28]. - The share of RMB in global foreign exchange reserves has declined, indicating challenges in its international acceptance [46]. 5. **Potential Economic Catalysts** - The anticipated fiscal measures, including a RMB 10 trillion fiscal package and monetary easing, are expected to support consumption and address overcapacity issues [54]. - The "5R" reflation strategy aims to rebalance the economy by focusing on consumption, social welfare, and structural reforms [54]. Other Important but Overlooked Content - The call highlights the need for patience regarding the development of CNH-pegged stablecoins, as market acceptance and liquidity remain limited [44]. - The discussion emphasizes that infrastructure alone is insufficient for RMB internationalization, pointing to the need for deeper structural reforms and a shift in macroeconomic targets [46][50]. - The potential real-world use cases for stablecoins in Hong Kong include cross-border payments and supply-chain financing, indicating a growing interest in blockchain-based financial solutions [34][41].

Investment Rating - The report suggests a focus on leading domestic generative large model companies such as iFlytek, as well as AI hardware companies like Yingshi Network, Hongsoft Technology, and Hesai Technology, indicating a positive investment outlook for these sectors [3]. Core Insights - The AI industry is expected to see significant growth, particularly in the second half of the year, with advancements in AI applications, smart driving, domestic substitution, and overseas expansion showing promising trends [5][12]. - The report highlights the performance of the AI computing sector, which is expected to maintain high growth, while AI applications are accelerating upward [11][13]. - The report anticipates that the overall revenue for the sector may be flat, but profit margins are expected to improve due to cost savings from AI integration and efficiency gains [5][12]. Summary by Sections Current Week's Insights - The report discusses the recent advancements in AI, including the release of the GR-3 model by ByteDance's Seed team, which demonstrates superior capabilities in real-world scenarios [5][12]. - The report notes that the AI industry chain, smart driving, and domestic substitution are expected to maintain good momentum, with a focus on AI applications showing accelerated growth [12]. Sector Performance - The report categorizes various sectors within the computer industry based on their growth potential, with AI computing and lidar maintaining high growth, while sectors like industrial software and medical IT are under pressure [11][13]. - The report indicates that the software outsourcing sector is stable, with new growth drivers emerging from AI, overseas expansion, and domestic substitution [13]. Market Review - From July 18 to July 25, 2025, the computer industry index rose by 1.71%, outperforming the CSI 300 index by 0.02 percentage points, indicating a positive market sentiment [14][19]. - The report highlights the top-performing companies in the computer sector during this period, showcasing significant gains for several firms [19]. Upcoming Events - The report mentions key upcoming events, including the second AI glasses industry innovation application summit and the 2025 World Artificial Intelligence Conference, which are expected to present opportunities within the industry [27][28].

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According to Noble's official dashboard, the yield-bearing stablecoin USDN, backed by Paradigm and Polychain, has surpassed $1 billion in cumulative trading volume. USDN currently has a total supply of approximately $115 million and is held by around 30,000 addresses. To date, it has distributed over $1.35 million in cumulative yield.https://t.co/HFMspqHZcy ...

RT ElonMoney (@0xelonmoney)If you’re sidelined and thinking it’s too late to buy $ENA - read this and you’ll probably change your mind:1. Regulatory Positioning and Institutional Alignment- @ethena_labs's USDtb, developed with Anchorage Digital, is set to become the first regulated U.S. stablecoin under the GENIUS Act.- Compliance includes mandatory 1:1 treasury backing, strict KYC/AML protocols, and measures against illicit activity.- 80% of USDtb reserves allocated in BlackRock’s BUIDL tokenized treasury ...

Wyoming's Stablecoin Billed as Yield-Bearing Alternative to CBDC Control► https://t.co/9VTAepzOft https://t.co/9VTAepzOft ...