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X @Solana
Solana· 2025-12-04 22:03
RT Figure (@Figure)Today, we’re announcing the RWA Consortium, led by Figure and key crypto partners, to bring real-world yield to @Solana.We’re setting a new standard for cross-chain RWA collaboration.This marks the first time Figure’s $1B+/month in on-chain loan originations becomes accessible to everyday DeFi users on Solana. ...
德祥地产转型Web3.0:一次估值拐点的冷静观察
Ge Long Hui· 2025-12-04 21:50
德祥地产复牌后的表现,确实吸引了不少眼球。复牌后股价一度涨超70%,市场总是喜欢故事,尤其是 老牌地产+Web3.0+RWA这样的组合拳,听起来就自带话题。但热闹过后,我们不妨沉下来看看,这究 竟是一次短暂的情绪炒作,还是确有其内在的估值重构逻辑。 要理解德祥的现在,还得回顾一下它的过去。大股东陈国强先生,市场人称"壳王",其操作脉络历来清 晰:在低谷期整合平台、剥离负担,待时机成熟时注入新叙事。德祥作为他目前唯一的上市平台,近一 年的动作可谓这一逻辑的典型演绎。 从出售伦敦项目给京东,到接连出手香港的地块和豪宅单元,公司回笼了近8亿港元现金,负债大降, 资产结构变得清晰、轻盈。如果仅仅是为了"过冬",完全可以用传统地产的方式应对。但陈国强选择在 瘦身后,引入带有新金融科技基因的战略资本,并高调转向Web3.0与RWA(真实世界资产)赛道。这 更像是一位资深玩家,在退休前为自己最后的平台,争取一次"换道重生"的机会。 对于股价而言,这或许构成了一种攻守兼备的结构。一方面,作为地产股,其当前市净率已处于低位, 很大程度上反映了市场对传统地产资产的悲观预期,这构成了一个相对的"安全垫"。另一方面,叠加一 个具备政 ...
云锋金融20251204
2025-12-04 15:36
Summary of Yunfeng Financial Conference Call Company Overview - **Company**: Yunfeng Financial - **Core Business**: An innovative fintech company with major shareholders including Yunfeng Financial Holdings and American Mutual Insurance. It operates under two main licenses: a virtual asset license and a long-term insurance and MPF trustee qualification [3][4][5]. Financial Performance - **H1 2025 Financial Results**: - Annualized new premiums reached HKD 22.22 billion, a year-on-year increase of 107% [2][5]. - New business value was HKD 6.07 billion, up 81% year-on-year [2][5]. - Net profit attributable to shareholders was HKD 4.86 billion, reflecting a 142% increase [2][5]. - Total assets amounted to HKD 105 billion, with total intrinsic value at HKD 22.4 billion [2][5]. Strategic Initiatives - **Web3 Development**: - Upgraded trading platform to support transactions of Bitcoin, Ethereum, and other virtual assets [2][6]. - Exploring on-chain real-world assets (RWA) and launched virtual asset fund management services [2][6]. - Strategic investment of 10,000 Ethereum to lock in costs for future RWA projects [2][6][9]. Ecosystem and Partnerships - **Ecosystem Support**: - Strong backing from shareholders like Yunfeng Fund and American Mutual Insurance, creating synergistic effects [2][7]. - Collaboration with Ant Bank as a key distribution partner to promote insurance products [2][7]. Management Team - **Management Stability**: - Experienced management team including CEO Huang Xin, COO Liu, and CFO Chen, all in key roles since 2015 [2][8]. - Dr. Jiang Guofei, former president of Ant Group, joined to enhance Web3 initiatives [2][8]. Investment Strategy - **Investment Portfolio**: - American Mutual Insurance maintains a diversified portfolio, with approximately 85% in fixed-income assets and 97% rated as investment grade [4][14]. - Plans to allocate 10%-15% of client funds into virtual assets, aligning with global cryptocurrency investment logic [19]. Market Position and Advantages - **Market Advantages**: - Hong Kong's market allows global clients to open policies easily, catering to mainland Chinese clients seeking overseas asset allocation [12]. - Established distribution channels with over 3,000 agents and a 50-year history in the market [12]. Web3 and Future Trends - **Web3 Advantages**: - Web3 technology reduces costs and enhances efficiency by eliminating intermediaries, leading to faster transactions [15][16]. - Anticipated exponential growth in on-chain clients and asset scale due to regulatory support in the U.S. [16]. RWA Tokenization - **RWA Tokenization Outlook**: - Demand for on-chain products is strong, with expectations for increased investor interest by 2026 as regulatory clarity improves [18]. - Current offerings include various on-chain conditions and products, with a focus on real-world assets like gold [18]. Regulatory Considerations - **Regulatory Landscape**: - Insurance funds can invest in virtual assets within limits, with a focus on maintaining a majority in fixed-income products [19]. - The strategy aims for controlled risk while exploring potential long-term returns from virtual asset investments [19]. Conclusion - **Future Plans**: - No immediate plans to acquire more Ethereum, with current holdings sufficient for RWA projects [20]. - Future needs will be communicated to the market, ensuring clarity and preparedness for any adjustments [20].
X @Cointelegraph
Cointelegraph· 2025-12-03 12:30
⚡️ LATEST: BNB Chain’s RWA value doubled over the past 30 days, now at $1.6B. https://t.co/g7B2z7Qb7M ...
X @aixbt
aixbt· 2025-12-02 19:18
circle's arc blockchain makes usdc the gas token. no more buying eth to pay fees. predictable dollar costs. circle holds $25b in treasuries, more than saudi arabia. blackrock and visa building on testnet now. q1 2026 mainnet. crcl at $90 with $3b revenue run rate. if arc becomes the rwa standard, circle owns the rails and the currency ...
X @Bitget Wallet 🩵
Bitget Wallet 🩵· 2025-12-02 14:00
We're back with @r2yield for fixed RWA yield+bonus APR. Get up to 28% APR by staking in sR2USD.Pop the sR2USD Vault on Bitget Wallet app and start staking to clock your share of over 1.3M $R2 tokens.🗓 Dec 2 - Jan 1 20:00 UTC+8Get 28% APR here: https://t.co/kVEhSG36Zw https://t.co/KOzHbOLHX6 ...
X @Solana
Solana· 2025-12-01 16:57
RT Capital Markets (@capitalmarkets)This week Solana saw fresh ETF inflows and RWA participation hit new highs. At the same time, new rails, yield products, and integrations kept breaking down barriers, making it easier for institutions to give access to more users in the ecosystem.We bring you a few of the key developments:- Solana spot ETFs attracted $108.2M in net inflows this week, pushing total inflows to $618M- @BitwiseInvest's Solana Staking ETF pulled in $86.3M in inflows- Solana Corporate treasurie ...
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-12-01 16:48
RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🚀 @CastOracles just dropped 6 new AI LLMs and is now building its RWA layer, pushing AI x crypto to the next level. Big moves for decentralized intelligence.CA: 0x6f0d89f39e0c7034ce3a5865ed111187a30a4444#ad DYOR https://t.co/ta3cM6LVNR ...
X @🚨BSC Gems Alert🚨
🚨BSC Gems Alert🚨· 2025-12-01 15:13
RT 🚨BSC Gems Alert🚨 (@BSCGemsAlert)🚀 @CastOracles just dropped 6 new AI LLMs and is now building its RWA layer, pushing AI x crypto to the next level. Big moves for decentralized intelligence.CA: 0x6f0d89f39e0c7034ce3a5865ed111187a30a4444#ad DYOR https://t.co/ta3cM6LVNR ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-01 14:16
RT Cointelegraph (@Cointelegraph)🚨 RWA: Fidelity’s tokenized money market fund on $ETH now exceeds $250M AUM. https://t.co/i0fpgTf7cB ...