Core Insights - IOTA celebrates its 10th anniversary alongside Ethereum, marking a decade of evolution in blockchain technology and its applications in various sectors [1][2] - The project has established itself as a significant player in decentralized infrastructure, focusing on real-world applications and partnerships with governments and enterprises [1][12] Group 1: Evolution and Current Position - IOTA has transitioned from a niche project to a key player in financial innovation, data security, and global trade digitization [1][2] - The launch of the Rebased mainnet upgrade and the TWIN digital trade infrastructure highlights IOTA's commitment to enhancing its ecosystem and real-world applications [1][5] Group 2: Ecosystem Development - IOTA's ecosystem includes diverse modules such as DeFi, RWA, NFT, GameFi, and Meme, creating a comprehensive financial service framework [6][10] - The introduction of Pools as a decentralized exchange (DEX) and Deepr as a lending platform enhances liquidity and user experience within the IOTA ecosystem [6][7] Group 3: Real-World Applications - TWIN, launched in May 2025, aims to improve global trade transparency and efficiency through decentralized data exchange [13][14] - TLIP focuses on enhancing cross-border trade logistics, particularly in Africa, by simplifying information exchange and promoting international trade [14][20] Group 4: Compliance and Global Strategy - IOTA emphasizes compliance as a critical factor for establishing trust with governments and institutions, having achieved various certifications and partnerships globally [18][19] - The project has made significant strides in the MENA region, Europe, North America, and Africa, aiming to expand its reach and influence in the blockchain space [19][20] Group 5: Technological Advancements - The Rebased mainnet upgrade introduced a dual smart contract ecosystem, enhancing IOTA's performance, security, and developer accessibility [23][24] - IOTA's network can handle over 50,000 transactions per second (TPS) with sub-second confirmation times, making it suitable for high-frequency trading [24] Group 6: Developer Engagement and Community - IOTA has launched multiple hackathons and grant programs to foster developer engagement and support innovative projects within its ecosystem [38][43] - The IOTA token ($IOTA) plays a crucial role in the ecosystem, with over 80% circulation, indicating strong liquidity and community involvement [48]

RT ASX (@asx_capital)We are excited to officially announce our next RWA, Franklin Jefferson Candlelight Apartments!Some details:APR: 8.5% 🔥🔥Total Raise: $50,000Date: TBDSee all the details on our RWA page:https://t.co/I76T77YovE ...

Investment Rating - The report maintains an "Outperform" rating for the non-bank financial sector, indicating an expected performance that exceeds the broader market index by over 10% [12]. Core Insights - The Hong Kong Monetary Authority (HKMA) has announced the implementation of regulatory guidelines for stablecoin issuers, with a focus on strict initial licensing measures and a controlled number of licenses to be issued in 2025 [5][6]. - The regulatory framework emphasizes anti-money laundering (AML) and know your customer (KYC) protocols, requiring applicants to maintain high liquidity reserves and a minimum paid-up capital of HKD 25 million [5][6]. - The licensing process is designed to be stringent, with a requirement for applicants to submit a comprehensive set of documents and to consult with the HKMA prior to application [6]. Summary by Sections Regulatory Developments - The HKMA's stablecoin regulations will take effect on August 1, 2025, with a limited number of licenses to be issued in the initial phase [5]. - Existing stablecoin issuers must apply for licenses by October 31, 2025, or face a winding-up period starting November 1, 2025 [6]. Investment Recommendations - The report suggests focusing on companies that have already obtained virtual asset trading licenses, such as Cathay Securities and fintech-related firms, as well as brokerages that are expanding into virtual asset services, including CITIC Securities and Huatai Securities [7].

需要锁仓的一级投资最终能跑赢 BTC 的寥寥无几，本质原因和注意力相关，山寨币的注意力吸引能力在 TGE 之后只会一路阴跌，于是大多数纸面财富都得打一折甚至两折注意力 🟰 获取买盘的机会。Pre TGE 阶段项目方能吸引注意力的大节点有很多，比如融资新闻、集中的空投活动、上所公告，Pre TGE 阶段每个项目都是为了开盘价定在哪里做努力。然而快到了 TGE 以及 TGE 后，项目最能攫取注意力的时机只有开盘 3 天，大部分项目 TGE 超过 3 天之后可就难了要么就是没钱搞事，要么就是没能力搞事。有钱和有能力两者又是正相关的。比如说 @KaiaChain 的搞事能力和钞能力确实是比较强的，最近我看他们还上线了能在韩国线下通过 Kaia 链取现金的 ATM（DaWinKS 的 DTM），从而把 Kaia 的链上 USDT 铺到线下的各种门店使用场景像这种活，给其他项目方做估计能大面积铺开的可能性是很低的，稳定币和 RWA 的业务是一块能有利润的业务，但是没资源能力的项目方大概率做不成 ...

Core Insights - Huajian Medical (01931) has signed a strategic cooperation framework agreement with BGI CoWin to establish the "Huajian-BGI CoWin Innovative Drug Intellectual Property Tokenization Fund" aimed at investing in Web3 exchange ecosystem projects in Hong Kong and the US [1][6][7] - Following the announcement, Huajian Medical's stock price surged by 15.78%, nearing HKD 5 per share, with a market capitalization reaching HKD 8 billion [3][6] - The fund will address long-standing industry challenges by tokenizing high-value medical assets, allowing ordinary investors access to clinical-stage drug development [6][10] Group 1: Fund Structure and Strategy - The framework agreement outlines that Huajian Medical or its designated entity will act as a limited partner, while BGI CoWin will serve as the general partner responsible for fund management [7] - The fund aims to leverage BGI CoWin's resources in innovative medical projects to select high-quality targets for investment [7][9] - The establishment of the fund coincides with a significant recovery in the innovative drug capital market, with 18 companies in the healthcare sector successfully listing and raising over 18 billion yuan in the first half of the year [7][10] Group 2: Web3 Ecosystem Development - The fund represents a key component of Huajian Medical's "NewCo + RWA + Stablecoin" strategy, which aims to reshape the global value chain of innovative drug assets [8][9] - BGI CoWin will provide comprehensive services from due diligence to transaction design for selected pharmaceutical companies or target assets [9] - Huajian Medical has registered a wholly-owned subsidiary in New York and is applying for stablecoin licenses, positioning itself advantageously in the regulatory landscape [9][10] Group 3: Market Potential and Innovation - The global RWA market is projected to reach USD 16.1 trillion by 2030, representing 10% of global GDP, with innovative drug asset tokenization having inherent advantages [10][11] - The traditional pharmaceutical R&D model faces liquidity challenges, with 80% of funding consumed during clinical stages, excluding ordinary investors [10][11] - Huajian Medical's strategy focuses on the medical innovation drug sector, aiming to create a "global free trading market" for innovative drug assets through its three-tiered structure [10][11] Group 4: Brand Transformation - Huajian Medical announced a brand upgrade alongside the fund's establishment, redefining its core brand "IVD" to emphasize Innovation, Verification, and Development [12][13] - The new logo symbolizes the company's vision of transforming from a medical device distributor to a builder of a decentralized scientific ecosystem [12][13] - The ultimate goal is to enable top-tier medical innovative drug IP to circulate freely like digital currency, creating a positive cycle among capital, R&D, and commercialization [12][13]

Core Viewpoint - 华检医疗 has signed a strategic cooperation framework agreement with 华大共赢 to establish the "华检华大共赢创新药知识产权代币化基金," aimed at investing in Web3 exchange ecosystem projects in Hong Kong and the US [1][6]. Group 1: Fund Establishment and Market Context - The newly established fund will be managed by 华大共赢, which will act as the general partner, while 华检医疗 will contribute as a limited partner [7]. - The fund's creation coincides with a significant recovery in the innovative drug capital market, with 18 companies in the healthcare sector successfully listing and raising over 18 billion yuan in the first half of the year [7]. - The innovative drug sector has become a hot investment area, with the 中证港股通创新药指数 increasing by over 124% since the beginning of the year [7]. Group 2: Web3 Strategy and Ecosystem - The fund represents a key component of 华检医疗's "NewCo+RWA+stablecoin" strategy, which aims to reshape the global medical innovation drug asset value chain [9]. - 华大共赢 will provide comprehensive services from due diligence to transaction design for selected innovative pharmaceutical companies or target assets [9]. - The ecosystem includes the "IVDNewCo Exchange" trading platform and the proprietary stablecoin IVD Dollar (IVDD), with regulatory applications already initiated in the US and Hong Kong [9][10]. Group 3: Market Potential and Value Chain Reconstruction - The global RWA market is projected to reach $16.1 trillion by 2030, representing 10% of global GDP, with innovative drug asset tokenization having inherent advantages [11]. - The traditional pharmaceutical R&D model faces liquidity issues, with 80% of funding consumed during clinical phases, excluding ordinary investors [11]. - 华检医疗's approach focuses on the medical innovation drug sector, aiming to create a "global free trading market" through its three-tiered structure [11][12]. Group 4: Brand Transformation - 华检医疗 announced a brand upgrade alongside the fund's establishment, redefining its core brand "IVD" to emphasize Innovation, Verification, and Development [13][14]. - The new logo symbolizes the company's vision of enabling top medical innovation drug IP to circulate freely like digital currency [14][15].

Pretty soon you'll be able to put anything you want on me.RWA's? You got it.Smart contracts? Please.Stablecoins? Gimme something tough.DEX's? Better than CEX's.Just call me the shishkabob of crypto. ...

RT Morgan Krupetsky (@MorganKrupetsky)Welcoming @grovedotfinance to the Avalanche ecosystem, along with OG RWA platform @centrifuge.I've been especially excited about this partnership for a while. Back when I met @kevinlichan from his days at BlockTower Credit, I remember being struck by our mutual belief in how on-chain ecosystems could truly revolutionize & upgrade legacy financial infrastructure. It's rare to find partners so aligned in that vision.Today, that shared vision culminates in a momentous step ...

Plume’s growth is insane.Right now: 500K → 2M txns/day,$200M → $300M TVL.RWAs finally feel like they’re clicking.This might actually be the RWAfi moment. https://t.co/GHLn44b4gT ...

综合市场分析来看，金融科技回调下挫或与香港稳定币牌照落地不及预期有关。消息面上，香港《稳定 币条例》将于8月1日实施，7月29日下午，香港金管局披露了稳定币发行人相关监管制度。其中提到， 截至目前，尚未发出任何稳定币发行人牌照，未来将在官网公布获发牌照的稳定币发行人名单。 中信证券解读称，时间线上看，金管局鼓励意向申请人于8月31日前联系监管，成熟申请人申请时限为9 月30日，首批牌照张数仅个位数，预计有望于年底前落地。建议继续关注可能获取首批稀缺牌照的发行 人，及确定性参与稳定币使用场景创设的场景平台两条主线。 周三（7月30日），稳定币、跨境支付等热门题材悉数调整，高位人气股下挫，金融科技板块深度回 调，成份股大面积飘绿。其中，东信和平跌停，天阳科技、四方精创、恒宝股份均下挫超7%，长亮科 技、金证股股份、中科金财、拉卡拉、京北方、中亦科技等跟跌超5%。 热门ETF方面，规模、流动性同类断层第一的金融科技ETF（159851）放量下挫，场内价格收跌3.3%， 跌穿5日、10日均线，退守20日均线。全天成交额达12.75亿元，环比放量超五成！资金逢跌大举揽筹， 159851全天净申购达4.38亿份！ 数据来 ...