exotic RWAs, DATs, PumpFun buybacks, Stripe’s Tempo, USDH, & more with our Enterprise team.00:00 exotic RWAs primer02:00 Macro & Fed odds (25 vs 50 bps)06:00 Solana DATs12:40 PumpFun buybacks debate23:00 Stripe Tempo L140:20 Hyperliquid USDH56:00 exotic RWA momentum & UX ...

Core Viewpoint - The strategic investment by Chow Tai Fook (周六福) in Gao Ying Securities (高盈证券) marks a significant move into the RWA (Real World Asset) sector, leveraging its asset attributes and channel advantages to explore compliant development paths in Hong Kong's digital asset market [1][3][11] Group 1: Strategic Investment and Partnerships - Chow Tai Fook, through its wholly-owned subsidiary, has completed a strategic investment in Gao Ying Securities, acquiring a 15% stake indirectly [1] - SwiftPass Hong Kong Limited, a subsidiary of Weifutong Technology, has also invested in Gao Ying Securities, holding an 18% stake [1] - This collaboration lays the foundation for long-term strategic synergy in the digital finance sector, focusing on cross-border payments, precious metals, and capital markets [3] Group 2: RWA Market Potential - The RWA sector is gaining attention as traditional industries face growth slowdowns and virtual asset regulations improve, with a projected tokenized asset scale reaching $16 trillion by 2030 according to Boston Consulting Group [3] - Major institutions like BlackRock and Franklin Templeton entering the market indicate a trend towards tokenizing real assets such as gold, bonds, and real estate [3] Group 3: Business Model and Growth Strategy - Chow Tai Fook's entry into the RWA market is not merely opportunistic but a strategic choice aligned with its asset characteristics and regulatory environment [4] - The company plans to establish hundreds of overseas stores in the next 2-3 years, which will serve as both sales terminals and sources of high-quality assets for RWA issuance [6] - Each new store will contribute to a growing pool of stable, globally recognized assets, enhancing the company's ability to issue RWA [6] Group 4: Competitive Advantages - The company's RWA products, anchored by gold and jewelry, provide inherent value stability and are easier to evaluate and custody [4] - Chow Tai Fook can leverage Gao Ying Securities' compliance licenses and financial capabilities to enhance asset liquidity and financing channels, supporting its overseas expansion [4] - The regulatory framework in Hong Kong requires virtual asset issuers to have practical application scenarios, which Chow Tai Fook's overseas operations naturally fulfill [6] Group 5: Financial Performance and Market Position - The overseas stores have demonstrated a return on equity (ROE) 2-3 times higher than domestic operations, validating the profitability of the business model [7] - The combination of supply chain advantages and cultural differentiation creates a structural competitive edge, ensuring high success rates for new stores [8] - The strategic partnership with leading commercial real estate firms reduces site selection risks and market entry costs, enhancing the feasibility of expansion [8] Group 6: Future Outlook and Valuation - Chow Tai Fook's dual strategy of overseas expansion and RWA development creates a self-reinforcing growth cycle, positioning the company as a pioneer in the RWA space [9][11] - The company is expected to enjoy valuation premiums as the first in the domestic jewelry industry to achieve systematic and scalable issuance of gold RWA products [10] - As the platform matures, Chow Tai Fook could transition from a product supplier to an industry infrastructure service provider, broadening its valuation metrics [10]

RT BNB Chain (@BNBCHAIN)RWAs are moving onchain faster than ever. Billions in Treasuries, credit, metals & more are already trading across blockchains.So where is tokenization going from pilots to production?Let’s look at the RWA landscape on BNB Chain 🧵👇 https://t.co/QNwl0HPhe6 ...

Group 1 - Company acquired a 15% stake in Going Securities through its wholly-owned subsidiary, marking its entry into the RWA (Real World Asset) sector [1] - The partnership aims to integrate resources in cross-border payments, precious metals, and capital markets to explore growth opportunities in the Hong Kong digital asset market [1] - The stock price of the company increased by 8.69% to HKD 54.3 following the announcement [1] Group 2 - Company is recognized as a leading player in the Hong Kong gold and jewelry market, benefiting from a wide store network and brand influence [2] - Online sales accounted for 40% of total revenue in 2024, showing strong growth, while the company has opened six stores in Southeast Asia by July 2025 [2] - Analysts believe that rising gold prices will positively impact the company's profitability, despite potential sales disruptions [2] Group 3 - Strategic investment in Going Securities allows the company to leverage the upcoming virtual asset license for entering the tokenization market [3] - The company plans to expand its overseas stores to 200 by 2027, with current overseas investment returns being 2 to 3 times higher than domestic [3] - The integration of blockchain technology is expected to enhance asset liquidity and operational efficiency in overseas markets [3]

Group 1 - Company has invested in Going Securities (HK) Limited, acquiring a 15% stake through its subsidiary, marking its entry into the RWA (Real World Asset) sector [1] - The partnership with SwiftPass HongKong Limited will result in an 18% stake in Going Securities, focusing on integrating resources in cross-border payments and digital finance [1] - The stock price of the company increased by 8.69% to 54.3 HKD following the announcement [1] Group 2 - Company is recognized as a leading player in the Hong Kong gold and jewelry market, benefiting from a broad store network and brand influence [2] - Online sales have reached 40% of total revenue in 2024, showing strong growth, while the company has opened six stores in Southeast Asia by July 2025 [2] - Analysts believe that rising gold prices will positively impact the company's profitability, despite potential short-term sales fluctuations [2] Group 3 - Strategic investment in Going Securities allows the company to leverage the upcoming virtual asset license, facilitating entry into the tokenization market [3] - The company aims to expand its overseas stores to 200 by 2027, with current overseas investment returns being 2 to 3 times higher than domestic [3] - The integration of blockchain technology is expected to enhance asset liquidity and operational efficiency in overseas markets [3]

Market Trends & Cryptocurrency Performance - Crypto majors are showing positive trends, with SOL leading the gains; BTC is up 1% at $115,000, ETH is up 2% at $4,520, XRP is up 1% at $3.03, and SOL is up 6% at $239 [1] - BTC ETFs experienced $552.7 million in net inflows yesterday, bringing the total net inflows since September to $1.93 billion [1] - Memecoin leaders are generally up, with DOGE leading; DOGE is up 4%, Shiba is up 2%, PEPE is up 2%, PENGU is up 1%, BONK is up 2%, TRUMP is even, and FARTCOIN is up 4% [1] Tokenization & Regulatory Developments - BlackRock is reportedly working on tokenizing ETFs and other real-world asset (RWA) funds [1] - Rex-Osprey's ETFs for BTC, XRP, DOGE, BONK, and TRUMP have passed the SEC's 75-day window and are scheduled to launch today [1] - Coinbase has accused the SEC of deleting Gary Gensler's text messages during critical crypto crackdown years [1] Corporate Investments & Partnerships - Sharps Technology has announced a strategic partnership with Pudgy Penguins to promote Solana DATs [1] - A China-based fashion firm, Mogu, has approved a $20 million plan to invest in Bitcoin, Ethereum, and Solana for its treasury [1] - Crypto lender Figure saw its shares finish 24% above their IPO price in the company's Nasdaq debut [1] Meme Coin & Altcoin Activity - Dogecoin has increased by 20% this week, driven by treasury accumulation and the anticipation of the DOJE DOGE ETF launch [1] - PUMP got listed on Upbit on Thursday, rallying as high as $0.06, resulting in a $6 billion FDV (Fully Diluted Valuation); daily active PUMP app users have surpassed 35,000 [1] - Collector Crypt's CARDS token jumped 18% to $517 million after another $1.3 million gacha pack sellout [2] NFT Market - ETH NFT leaders showed mixed performance; Punks are down 2% at 46.3 ETH, Pudgy is up 2% at 10.5 ETH, and BAYC is down 2% at 9.15 ETH [2] - Pudgy Party has reached 500,000 downloads across Apple and Google app stores [2]

RT Bull Theory (@BullTheoryio)🚨 IT’S OFFICIALLY ALTSEASON 🚨The Altcoin Season Index just hit 78.Here’s what the data is showing right now:➤ Confirmed breakout → After months of BTC dominance, the index has finally crossed into official Altseason territory.➤ Time gap → It’s been 275 days since the last Altseason, while the average gap is just ~70 days. This makes the current setup much stronger.➤ History rhymes → Previous long gaps (2021) were followed by explosive rallies that lasted over 100 days.➤ Rotatio ...

Group 1: Shareholder Information - As of September 10, 2025, the number of shareholders is 21,643 [1] Group 2: Business Developments - The collaboration with Ant Group is still in the exploratory phase, with no substantial business activities initiated yet [2] - The newly established Jinshi Silicon Reconstruction Shenzhen Technology Co., Ltd. is currently in the preparatory stage and has not commenced production [2] Group 3: Financial Performance and Goals - Jinshi New Energy reported revenue of 17,700 yuan for the first half of 2025, which is significantly below the target of 12 million yuan for supercapacitor revenue [2] - The company is enhancing its market expansion efforts for supercapacitors through increased R&D investment and the development of new product models [2] - A comprehensive solution is being provided to address specific application challenges, including high energy consumption and frequent battery maintenance [2]

Core Viewpoint - Ant Group's subsidiary, Ant Digital, aims to differentiate itself in the market by focusing on enterprise-level AI services and Web3 solutions, leveraging its extensive technological capabilities and industry experience to create value for businesses [4][11]. Group 1: Company Overview - Ant Digital officially became independent in March 2024 and has shown promising results, achieving breakeven last year and projecting a 50% revenue growth this year [4]. - The company has a strong foundation in toB services, benefiting from years of experience within Ant Group, which has a transaction volume exceeding one trillion [4][5]. - Ant Digital's CEO, Zhao Wenbiao, emphasizes the importance of AI and Web3 as transformative opportunities, comparable to the impact of mobile payments [4][6]. Group 2: AI Strategy - Ant Digital focuses on "application landing" rather than competing in foundational large models, offering a full-stack AI service that includes intelligent computing power scheduling, industry-specific large models, and intelligent agent development platforms [4][5]. - The company has introduced a performance-based payment model, allowing businesses to pay based on the actual business effects generated by AI, marking a significant shift from traditional project-based or subscription models [5][6]. - Zhao believes that the current AI landscape is filled with projects that address isolated issues, resulting in limited business value, and highlights Ant Digital's ability to provide end-to-end solutions [5][6]. Group 3: Web3 Focus - Ant Digital views Real World Assets (RWA) as a key breakthrough in the Web3 space, having completed its first RWA transaction in Hong Kong and expanding into various asset categories [6][8]. - The company has developed a comprehensive technical infrastructure for asset security, trustworthy on-chain processes, cross-chain circulation, and issuance, which lowers industry barriers and accelerates scalability [6][8]. - Ant Digital has over 6,000 blockchain patents and aims to leverage its blockchain technology to create a robust ecosystem, anticipating significant industry growth [6][8]. Group 4: Market Positioning - Ant Digital distinguishes itself from other fintech companies by focusing solely on technology services for enterprise digitalization, rather than providing financial services [10][11]. - The company has established a strong presence in the financial sector, serving 100% of state-owned banks and over 60% of local commercial banks, while also expanding into the renewable energy sector [13][19]. - Zhao emphasizes the importance of technology innovation, value creation for industries, and a cautious approach to innovation, avoiding speculative ventures that do not generate real value [12][14]. Group 5: Future Outlook - Ant Digital is positioned for significant growth in the next three to five years, with a focus on long-term investment in the enterprise service market [29]. - The company aims to redefine industry standards and practices in both AI and Web3, seeking to lead rather than follow in these transformative areas [6][21]. - Zhao expresses a commitment to becoming a respected technology company that drives industry advancement, with a focus on creating competitive products and services [26][29].

RT Sei (@SeiNetwork)Sergey Nazarov projects RWAs will surpass the entire crypto market.With @chainlink Data Streams live on Sei, the rails for this trillion-dollar future are set — trusted data & institutional-grade settlement powering a tokenized global economy.RWAs Move Faster on Sei. ($/acc) https://t.co/x4IYI4TKji ...