8月9日，加密货币市场全线走高。其中，以太坊站上4200美元，24小时内涨幅超过8%，总市值突破5000亿美元。比特币价格也站上117000美元，24小时内涨幅 超1%。 | | BTC | 117744 | +1.09% | | --- | --- | --- | --- | | | $618.7亿 +0.5% | | | | | ETH | 4228 | +8.53% | | | $433.4亿 +12.5% | | | | | SOL | | | | 三 | $66亿 +3.5% | 182.6 | +3.82% | | | XRP | 3.334 | +0.74% | | | $64.1亿 +1.8% | | | | | DOGE | 0.2373 | +6.9% | | | $22.1亿 +8.0% | | | | | SUI | 3.948 | +3.85% | | | $12.6亿 +0.8% | | | | | BNB | 817 6 | +3.98% | 加密货币市场全线上涨。 据哈佛大学的校报网站报道，罗格斯大学商学院教授John M. Longo表示："由于全球货币供应量大幅扩张——尤其 ...

Core Insights - High-net-worth investors continue to show strong demand for wealth management services in Hong Kong, reinforcing its position as a wealth management hub [1][2] Group 1: Market Growth and Performance - The total assets under management in Hong Kong are projected to grow by 13% year-on-year, reaching HKD 35 trillion by the end of 2024 [1] - Private banking and wealth management services are particularly notable, with a 15% increase in assets under management and a net inflow of HKD 384 billion [1] - Several banks in Hong Kong reported significant growth in their wealth management businesses, with HSBC adding 600,000 new clients and Standard Chartered seeing a 35% increase in net new funds [1] Group 2: Regional Wealth Trends - Asia-Pacific is one of the fastest-growing regions for private wealth, with the number of high-net-worth individuals in Asia expected to surpass 850,000 by 2024, a 5% increase [2] - Mainland China's high-net-worth population has reached 470,000, accounting for 20% of the global total [2] - The influx of international capital has led to a shift in investor perception regarding Hong Kong and mainland economic developments, increasing asset allocation in the region [2] Group 3: Digital Asset Management - Hong Kong's leading position in digital asset management is becoming a key differentiator for attracting a new generation of high-net-worth clients, with a 233% year-on-year increase in digital asset-related transactions [3] - The implementation of the Stablecoin Regulation on August 1 has initiated the licensing process for fiat-backed stablecoin issuers, enhancing the appeal of innovative financial products [3] Group 4: Future Outlook and Government Initiatives - The Hong Kong government is focusing on three main areas to develop the asset and wealth management sector: expanding asset management scale, enhancing cooperation with mainland and Greater Bay Area cities, and improving market competitiveness through policy and project innovation [4] - Major international financial institutions are planning to expand their wealth management operations in Hong Kong, with Citibank aiming to increase its retail wealth management team by 10% [3]

Core Viewpoint - C1 Fund, the world's first private investment company focused on Web3 and digital asset services, has officially listed on the New York Stock Exchange, marking a significant bridge between traditional capital markets and the Web3 industry [2][3]. Group 1: IPO Details - C1 Fund issued 6,000,000 shares at a price of $10 per share, raising approximately $60 million [2]. - The fund plans to invest at least 80% of its total assets in equity and equity-linked securities of companies primarily engaged in Web3 and digital asset services and technology [2]. Group 2: Management Team - The core team of C1 Fund includes industry leaders such as Michael Lempres, Najam Kidwai, Michael Zhao, and Elliot Han, bringing extensive experience in fintech and digital asset investments [3][4]. - The team aims to provide exclusive investment opportunities focused on the top 30 leading companies in the global Web3 industry, seeking to achieve excess returns through active management [3]. Group 3: Market Impact - The listing of C1 Fund signifies a deep integration of traditional financial markets with the Web3 industry, effectively linking high-growth opportunities in Web3 with liquidity from mainstream financial markets [3]. - The innovative structure of the fund aims to address the uncertainty of exit strategies in the primary market for Web3 investments [3]. Group 4: Strategic Partnership - Huaxing Capital served as the sole underwriter for C1 Fund's IPO in Asia, leveraging its strengths in cross-border capital operations and industry ecosystem integration [3][4]. - The partnership is based on a shared vision of focusing on top digital asset leaders and a commitment to compliance, aiming to create a mutually beneficial ecosystem [4]. Group 5: Future Outlook - Huaxing Capital plans to establish a long-term strategic partnership with C1 Fund, focusing on deepening investments in the Web3 sector and supporting more outstanding entrepreneurial ventures [4]. - The collaboration is seen as a significant step towards becoming a flagship financial institution in the Web 3.0 era, enhancing financial efficiency and asset liquidity through digital currencies [4].

Core Insights - Hong Kong-listed company Huajian Medical has formed a strategic partnership with HashKey Exchange to advance enterprise-level digital assets and industrial capital upgrades [1] - The collaboration will focus on virtual asset allocation and innovation in industrial capital, particularly in the areas of crypto treasury and Web3 medical asset trading ecosystem [1] - HashKey Exchange aims to promote the compliant implementation and application of digital assets in traditional industries and the Hong Kong capital market [1] Company Developments - Huajian Medical is proactively positioning itself in the digital asset space, demonstrating a commitment to innovation-driven development [1] - The partnership is expected to enhance the company's ability to withstand market fluctuations and provide long-term benefits to shareholders [1] Industry Trends - The digital economy is identified as a new engine for development, with traditional industries needing to integrate actively to gain an advantage in the new technological revolution [1] - HashKey Exchange emphasizes the importance of compliance, security, and transparency in its services, contributing to the construction of a crypto asset treasury and the innovation of medical assets in the Web3 domain [1]

近日，华兴资本作为亚洲唯一的承销商，协助Web3行业首家专注行业内一级市场投资的封闭式基金C1 Fund（CFND）成功完成在纽约证券交易所的上市。 C1 Fund核心团队由行业资深领袖组成，包括 Coinbase前首席法律与政策官Michael Lempres（董事 长），连续创业者、资深金融科技与数字资产投资领袖、曾早期投资了Forge Global和Destiny XYZ—— Najam Kidwai 博士（首席执行官），Klickl的 CEO Michael Zhao（副董事长）和前高盛伦敦和新兴市场 运营主管，前纽交所Fintech及消费科技资本市场负责人Elliot Han（首席投资官）等组成；C1 Fund凭借 顶尖的行业资源与投资经验，为机构及散户投资者提供独家的投资机会——聚焦全球Web3行业Top 30 龙头企业的股权及股权相关证券，通过主动管理实现超额回报。 华兴资本作为立足科技前沿、专注赋能新经济的综合性金融服务机构，自成立以来，始终致力于探寻最 卓越的企业，并与之携手共进、共创价值。华兴资本坚信，通过数字货币有效提升金融效率、资产流动 性及全球化协作，为实体经济和产业发展提供安全高效 ...

Group 1 - BlackRock invested over $1.2 billion in ETH, significantly outpacing its $267 million investment in BTC, indicating a shift in Wall Street's capital direction from Bitcoin as "digital gold" to Ethereum as "digital oil" [1] - The rapid growth of BlackRock's Ethereum ETF (ETHA) from $5 billion to over $10 billion in just 10 days reflects changing investor sentiment towards Ethereum [1] Group 2 - Huajian Medical announced its transformation into the first enhanced Ethereum treasury company in Hong Kong, marking a strategic advancement in the market [2] - The company initiated a global enhanced Ethereum treasury strategy with a multi-layered "downside protection" mechanism and active "yield enhancement" strategies [3] Group 3 - Huajian Medical partnered with HashKey Group to establish a compliant trading channel for large-scale ETH transactions and to explore the integration of crypto assets with real-world assets (RWA) [6] - The company approved the purchase of 5,190 ETH at an average price of HKD 28,798.21, totaling HKD 149 million, as a significant step in its treasury strategy [7] Group 4 - Wall Street's consensus indicates that Ethereum is becoming a necessary asset for institutional investment, supported by five core value pillars including its deflationary nature and yield generation capabilities [8][9] - Ethereum's role as a foundational settlement asset in the DeFi ecosystem positions it as a preferred choice for RWA tokenization and stablecoin issuance [9] Group 5 - Huajian Medical's Ethereum treasury strategy is closely linked to its core business of medical RWA tokenization, aiming to create a unique ecosystem for innovative drug assets [10] - The company's ivd.xyz exchange is designed to facilitate the issuance and trading of medical RWA, integrating Ethereum as a core asset for governance and liquidity [10] Group 6 - The treasury strategy includes an "insurance mechanism" to mitigate volatility risks and a systematic investment approach to smooth costs [13][14] - Huajian Medical aims to address the challenges in innovative drug development financing through its tokenization strategy, enhancing investment efficiency [15] Group 7 - The market is recognizing the potential for Huajian Medical's treasury model to achieve significant valuation, drawing parallels to MicroStrategy's success with Bitcoin [17] - The company's stock price surged by 118% in July and 38.43% on August 6, indicating strong market interest and potential for value discovery [19] Group 8 - Huajian Medical's strategic vision includes applying for stablecoin licenses in both Hong Kong and the U.S., aiming to connect innovative drug assets with global capital through the Ethereum ecosystem [24] - The company's ambition is to leverage Ethereum's properties to create a new benchmark in the Hong Kong market, facilitating the global circulation of Chinese biomedical assets [24]

一是资质缺失。这些机构或个人未经国务院金融管理部门依法批准或备案，不具备面向社会公众吸 收存款、销售理财产品或发行证券的合法资质。二是概念包装。利用"稳定币""去中心化金融 （DeFi）""Web3.0"等新兴、复杂概念进行包装和炒作，故意制造信息不对称，迷惑投资者。三是虚假 承诺。普遍存在夸大宣传、虚假承诺，如"稳赚不赔""高额固定收益""保本付息"等，利用公众追求高收 益的心理。四是资金池运作。其运作模式往往依赖于吸收新投资者的资金来维持运转或支付前期投资者 的收益，一旦资金链断裂或项目方跑路，投资者将面临本金无法收回的巨大风险。五是风险外溢。此类 活动极易演变为非法集资、金融诈骗、传销、洗钱等违法犯罪活动，严重扰乱经济金融秩序，侵害人民 群众财产安全，损害社会诚信基础。 北京市互联网金融行业协会郑重提示并呼吁广大消费者，务必认清本质，高度警惕任何承诺高额回 报、保本付息的投资项目，牢记"高收益必然伴随高风险"；在进行投资理财前，务必通过国家金融管理 部门官方渠道核实相关机构及产品的合法资质，选择持牌正规金融机构；充分认识"稳定币"等数字货币 及相关创新概念的高度复杂性和波动性，树立正确货币观念和理性投资 ...

Core Viewpoint - Delin Holdings (01709) has announced a placement of 201 million shares at a price of HKD 2.95 per share, which is approximately 11.94% lower than the closing price on August 6, 2023, indicating a strategic move to raise capital for various investments and operational expansions [1] Group 1: Share Placement Details - The share placement represents about 11.96% of the enlarged share capital, with expected net proceeds of approximately HKD 581 million [1] - Additionally, the company will issue 20 million shares to DA Wolf, a company wholly owned by executive director and controlling shareholder Chen Ningdi, at the same price of HKD 2.95 per share, with expected net proceeds of around HKD 58.57 million [1] Group 2: Use of Proceeds - Approximately 30% of the proceeds will be allocated to support strategic acquisitions and/or investments, as well as to expand the RWA tokenization plan [1] - About 15% will be used for the development of Bitcoin mining operations and establishing Bitcoin reserves [1] - Approximately 7% is earmarked for establishing a licensed virtual asset over-the-counter trading and retail network in Hong Kong, along with applying for and upgrading compliance licenses for virtual asset-related businesses in Hong Kong and other jurisdictions [1] - Around 8% will be directed towards further developing the group's digital assets, cryptocurrency, and stablecoin-related business plans [1] - 10% will be invested in the ONE Carmel premium residential project in the United States [1] - Another 10% will be allocated for information technology facilities and system upgrades [1] - 10% will be used to create exchange-traded funds and develop quantitative investment strategies [1] - The remaining 10% will be reserved for replenishing working capital and supporting daily operations [1]

Core Viewpoint - Fubo Group (03738) has seen a significant stock price increase of over 50% this week, with a current price of 5.19 HKD and a trading volume of 831 million HKD, driven by the launch of the world's first RWA registration platform and advancements in Web3.0 standards [1] Group 1 - Fubo Group's stock surged over 17% in early trading, reflecting strong market interest [1] - The launch of the RWA registration platform on August 7 marks a significant milestone for the company, coinciding with the establishment of three Web3.0 standards [1] - The Vobile MAX digital content asset trading platform has successfully completed market testing, enabling the concurrent confirmation and trading of a large number of physical assets (RWA) [1] Group 2 - Ant Group became a major shareholder of Fubo Group in 2020 through a private placement, aiming to develop a decentralized copyright protection and trading platform [1] - Analysts suggest that if Ant's stablecoin is implemented, Fubo Group, as a core partner in copyright trading, will benefit from expanded payment scenarios, potentially elevating its valuation from a "digital copyright service provider" to a "digital asset infrastructure provider" [1]

Market Overview - The U.S. stock market showed mixed results with the Dow Jones down by 224.48 points (0.51%) closing at 43968.64, while the Nasdaq rose by 73.27 points (0.35%) to 21242.7 [1] - European markets saw the DAX30 index increase by 287.71 points (1.20%) to 24192.24, while the FTSE 100 dropped by 63.14 points (0.69%) to 9101.17 [1] - The Nikkei 225 index in Asia rose by 0.6%, while the KOSPI index saw a slight increase and the Indonesian Composite index fell by 0.15% [2] Commodity Prices - Gold prices increased with spot gold rising by 0.86% to $3398.39 per ounce, while COMEX gold futures rose by 1.12% to $3471.70 per ounce [3] - Crude oil prices fell, with light crude oil futures for September down by $0.47 to $63.88 per barrel (0.73% decline) and Brent crude for October down by $0.46 to $66.43 per barrel (0.69% decline) [2] Cryptocurrency - Bitcoin rose over 2% to $117,263.8, while Ethereum increased by over 5% to $3,873.15 [4] Employment Data - The number of Americans continuing to claim unemployment benefits surged to 1.97 million, the highest level since November 2021, indicating a cooling labor market [5] - Initial claims for unemployment benefits also rose to 226,000, slightly above economists' expectations [5] Corporate News - Trump nominated Stephen Milan to serve on the Federal Reserve Board until January 2026, highlighting his economic expertise [6] - Microsoft announced the integration of OpenAI's GPT-5 into its product ecosystem, enhancing capabilities across various applications [10] - General Motors plans to import lithium iron phosphate (LFP) batteries from China's CATL for its second-generation Chevrolet Bolt EV, despite an 80% tariff imposed by Trump [11]