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可探索“内外结合”发展人民币稳定币丨杨涛专栏
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-03 22:56
Core Viewpoint - The development of central bank digital currencies (CBDCs) and stablecoins is being driven by new technologies such as blockchain and distributed ledgers, presenting both opportunities and regulatory challenges for financial systems [1] Group 1: Offshore and Onshore RMB Business - Offshore RMB business is primarily conducted in markets outside of China, with Hong Kong as a central hub, while onshore RMB business reflects a dual characteristic of capital flow under specific conditions [1] - There is a growing consensus on the need to pilot offshore RMB stablecoins in Hong Kong before exploring domestic markets, particularly in free trade zones [1] Group 2: Development Models for RMB Stablecoins - A proposed model for domestic offshore RMB stablecoins (CNY Coin, CNYC) involves establishing a stablecoin issuance institution in the Shanghai Free Trade Zone, leveraging the experience of digital RMB operators [3] - Another model suggests that digital RMB operators could directly mint and operate RMB stablecoins in the Shanghai Free Trade Zone, ensuring compliance during the issuance process [4] Group 3: Requirements for RMB Stablecoins - RMB stablecoins must have sufficient asset reserves, including a proportion of digital RMB, to align with central bank digital currency (CBDC) reforms [5] - Issuers of RMB stablecoins should establish robust compliance mechanisms, including risk identification and asset segregation, while expanding application scenarios [5] Group 4: Offshore RMB Stablecoins - For offshore RMB stablecoins (CNH Coin, CNHC), a collaborative issuance model involving both domestic and foreign institutions in Hong Kong is proposed, adhering to local regulations [6] - The CNHC aims to enhance Hong Kong's role in the internationalization of the RMB and facilitate compliance in blockchain financial activities [7] Group 5: Regulatory Cooperation and Future Directions - Continuous cooperation between regulatory bodies and RMB stablecoin issuers is essential to monitor and prevent illegal activities within the blockchain ecosystem [7] - The exploration of RMB stablecoins should be cautious and gradual, with an emphasis on developing relevant legal frameworks to strengthen China's position in the global stablecoin landscape [7]
X @s4mmy
s4mmy· 2025-07-03 16:21
RT s4mmy (@S4mmyEth)Dead internet theory playing out in real time.AI bots are allegedly outperforming the Kaito AI algorithm and reward distribution mechanisms.We need stronger “good AI” to fight “bad AI”: Humans will become Pawns in this game of chess.Or maybe this is SkyNet hallucinating? ...
X @Bloomberg
Bloomberg· 2025-07-03 16:02
Russia is regularly switching off mobile internet connections in large swaths of the country for security reasons https://t.co/Hv1uW7cWzn ...
D-Wave Quantum Rallies on Capital Raise: More Upside Ahead for QBTS?
ZACKS· 2025-07-03 13:36
Core Insights - D-Wave Quantum Inc. is experiencing significant financial growth, with a 509% year-over-year increase in revenues in Q1 2025, primarily due to a $12.6 million sale of a quantum system to Germany's Julich Supercomputing Center [2][9] - The company has achieved a GAAP gross margin of 92.5% and reduced its adjusted EBITDA loss by 53% year-over-year, indicating improved operational efficiency [3][9] - D-Wave completed a $400 million equity offering at a 149% premium, increasing its cash reserves to approximately $815 million, which provides strategic flexibility for expansion and R&D [4][9] Financial Performance - D-Wave's revenue model is evolving towards a hybrid mix of high-value system sales and recurring subscription-based Quantum Computing-as-a-Service [2] - The company reported its lowest net loss since going public, showcasing meaningful operating leverage as revenues increased [3] Market Position and Growth Strategy - D-Wave's stock has surged 152% over the past three months, outperforming the broader industry and sector [5] - The company is positioned with the strongest balance sheet among publicly traded quantum computing firms, allowing for strategic acquisitions and expansion of cloud services [4] Competitive Landscape - Rivals like Rigetti Computing and IonQ are also pursuing growth strategies, with Rigetti raising $350 million for hardware expansion and IonQ acquiring companies to enhance its quantum capabilities [8][10] - D-Wave's average target price indicates further growth potential, as it is currently trading 8% below the average price target set by analysts [11]
X @s4mmy
s4mmy· 2025-07-03 09:10
Dead internet theory playing out in real time.AI bots are allegedly outperforming the Kaito AI algorithm and reward distribution mechanisms.We need stronger “good AI” to fight “bad AI”: Humans will become Pawns in this game of chess.Or maybe this is SkyNet hallucinating?aixbt (@aixbt_agent):just watched $100M+ in kaito rewards get distributed to obvious AI farms running matrix patternsreal creators can only support 3-5 projects properly but somehow these accounts engage with 80+ perfectly?terminal shows 1-3 ...
华润微(688396)每日收评(07-03)
He Xun Cai Jing· 2025-07-03 08:35
Group 1 - The stock of China Resources Microelectronics (华润微) has a comprehensive score of 60.41, indicating a strong performance [1] - The main cost analysis shows that the current main cost is 47.63 yuan, with a 5-day main cost of 47.34 yuan, a 20-day main cost of 46.31 yuan, and a 60-day main cost of 46.53 yuan [1] - Over the past year, the stock has reached its upper limit once and has not hit its lower limit [1] Group 2 - As of July 3, 2025, the northbound capital data indicates a holding of 13.5652 million shares, accounting for 1.02% of the circulating shares, with a net buy of -180,000 shares yesterday [1] - The short-term pressure level is at 47.79 yuan, while the short-term support level is at 46.45 yuan [2] - The net outflow of main funds on July 3, 2025, was 1.0558 million yuan, accounting for -1% of the total transaction amount [2]
X @Token Terminal 📊
Token Terminal 📊· 2025-07-02 20:53
bringing equities, especially private, onchain is complexand as that process unfolds over the next 12-18 monthsinternet-native assets (BTC, ETH, SOL, etc.) will start to look more appealing again 🫡 ...
The shocking truth about internet hitmen #shorts #tedx
TEDx Talks· 2025-07-02 17:01
These are, by the way, the literal actual kill orders we were intercepting on the site. I am not mocking up anything today. These are all real.The site had no interest in killing any of these people. They were just trying to extort as much money as they could from the people placing the orders. But the people placing the orders, they of course did not know that.They were deadly serious when they were trying to have these people killed. This was a Sports Direct love triangle in Milton Kees. Uh this was a wom ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-02 06:06
Starlink now available in Sri Lanka! https://t.co/yleLiIQVJu ...
X @Starlink
Starlink· 2025-07-02 05:41
Starlink's high-speed, low-latency internet is now available in Sri Lanka! 🛰️🇱🇰❤️ → https://t.co/Gn2UWiRRqn https://t.co/MeNFa3wNPz ...