Web3 Storytelling & Collectibles - Ocapgames founder @spencer is building @vibes_tcg for Pudgy Penguins [1] - The discussion covers acquiring @moonbirds [1] - Collectibles, IP, and AI are shaping the next wave of web3 storytelling [1]

RT GC Crypto (@gccryptotv)Massive LIVE stream!Thursday 7pm ESTWe have @CryptoWendyO joining us to discuss her crypto journey, thoughts on the market and how to grow a brand in web3.This will be a banger legends! ...

RT StarkWare 🐺🐱 (@StarkWareLtd)Starknet is going full web2 UX, without compromising web3 principles.This time?Mobile users on Ready don’t pay gas fees anymore. ...

Web3 News & Partnerships - Refik Anadol's Messi NFT artwork sold for $1.87 million [1] - Coinbase partners with PNC Bank [1] Web3 Platform Updates - TON Blockchain wallet launches in the US [1] NFT & Digital Art - Doodles releases Transmissions from Dullsville [1] - Sam Spratt's Luci exhibited at the Toledo Museum [1]

‘@OthersideMeta will kill Roblox while @pumpdotfun will kill Facebook, TikTok, and Twitch.Never been more bullish for web3 💪. https://t.co/lNvbFG73hc ...

New Starboard is Live 🌠 @exSatNetworkExplore how exSat is redefining digital banking in web3, unlocking the power of DeFi with cutting edge solutions.Up to $100,000 worth of $XSAT tokens will go to top aura leaders: https://t.co/HnoJgE1AWs https://t.co/JgdjklE2uU ...

RT Anh Tran (@SaigonButcher)🌏 APAC Startup Village SZN is hereB/t Aug 15 - Sep 29, 5 @Superteam across APAC are hosting Startup Villages — each timed around major web3 events — culminating in APEX @hackerhouses in Singapore right before Token2049Think of them as Superteam versions of Hacker Houses - a series of live/work spaces where founders/ builders come together to ideate, code, collaborate, & launch.Choose your city… or run the whole route🗺️ Here’s the full map + schedule:📍 Aug 14 – 20 — ST Indonesia S ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [6] Core Views - The company is positioned as a leading global cross-border payment service provider, uniquely holding the VATP license, and is expected to stand out in the wave of stablecoins disrupting the global cross-border payment landscape [1] - Stablecoins are rapidly reshaping the global cross-border payment system, driven by legislative advancements in the US and initiatives in China to promote the internationalization of the Renminbi [2][3] Summary by Sections Exceeding Expectations - Stablecoins are transforming the global cross-border payment system at an unprecedented speed and scale [2] - In the US, the new leadership is accelerating stablecoin legislation, prompting various stakeholders to expedite their involvement in stablecoin initiatives [2] - China aims to enhance the international influence of the Renminbi, with stablecoin implementation in cross-border payments being a key strategy [2] - Globally, countries are adopting diverse approaches to advance stablecoin payment scenarios, particularly in developing regions [2] Catalysts - The potential acceleration of the US "Genius Act" could enhance the development of USD stablecoins [3] - The Hong Kong stablecoin legislation is set to be implemented on August 1, with the first licenses expected to be issued within the year [3] - The increasing scale of Real World Assets (RWA) in Greater China is anticipated to drive demand for stablecoins [3] - The company's market capitalization has significantly increased, meeting the threshold for inclusion in the Hong Kong Stock Connect, which may enhance its prospects [3] Price Performance Analysis - Since coverage began at the end of May, the company's stock price has increased by 77% [4] - The current stock price reflects only part of the expectations, as the stablecoin market is broad and lacks clear core beneficiaries [4] - The company may benefit from increased capital inflows if it enters the Hong Kong Stock Connect [4] - As the thematic market matures, focus will shift to fundamental performance and actual realization, concentrating funds on core beneficiaries [4] Financial Forecast and Valuation - Without considering the incremental contribution from stablecoins, the company's revenue is projected to grow at a CAGR of over 30% from 2024 to 2027, with profit acceleration expected in 2026-2027 [5] - The current price corresponds to a PS ratio of 7.7x for this year and 5.7x for 2026, while global stablecoin-related companies are valued between 10-15x [5] - The target market capitalization is estimated at HK$23.6 billion, with a target price of HK$21.85, indicating a potential upside of 75.4% [11]

Platform Launch - Kaito 将于本周晚些时候推出 web3 众筹平台 Capital Launchpad [1]

RT XKOVA Ж (@XKOVAPAY)The #GENIUSAct being signed into law is the historic moment we've all been waiting for! Thank you to @circle for paving the way toward a more open, trusted, and programmable financial future with continuous and breakthrough innovation.At XKOVA, we’re building embedded finance for web3 with blockchain-abstracted, white-label consumer infrastructure powered by #USDC.The future of finance is here. And we're ready for it! ...