RWA Ecosystem Expansion - Avalanche's RWA ecosystem gains momentum with the launch of Grove [1] - Grove targets over $250 million in Real World Asset (RWA) deployment [1] - Janus Henderson, managing $373 billion in Assets Under Management (AUM), joins Avalanche's RWA ecosystem [1] Key Participants - @grovedotfinance and @centrifuge are involved in the Grove launch on Avalanche [1]

Core Viewpoint - GCL-Poly Energy Holdings Limited (03800.HK) announced a significant reduction in shareholding by major shareholder Zhu Gongshan, raising concerns due to unusual language in the announcement, indicating that this is not a typical share reduction [1][2] Group 1: Shareholding Changes - Zhu Gongshan's shareholding decreased from 6.405 billion shares to 5.295 billion shares, representing approximately 18.59% of the company's total issued shares [1] - The announcement mentioned that Zhu Gongshan has engaged legal counsel and is taking appropriate actions to comply with the Securities and Futures Ordinance [2] - The company indicated that past announcements may need updates, suggesting potential discrepancies in previous disclosures [2] Group 2: Company Performance and Industry Context - GCL-Poly is a leading enterprise in the photovoltaic upstream materials sector, with a projected production capacity of 260,000 tons by 2024, despite facing a loss of 4.75 billion yuan in 2024 due to industry-wide downturns [3] - The company is part of the GCL Group, which has a total asset scale of nearly 200 billion yuan and ranks among the Global 500 for several consecutive years [3] - The photovoltaic industry is showing signs of recovery, with significant price increases in polysilicon products, indicating a potential positive shift in market conditions [6] Group 3: Financial Strategies and Innovations - GCL-Poly is exploring diversification by engaging in stablecoin business, collaborating with Taibao Investment Hong Kong to develop infrastructure for asset tokenization [7] - This initiative aims to broaden financing channels and promote the transparency and standardization of green low-carbon assets [7]

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Group 1: Core Insights - The core viewpoint is that Tianji Holdings (01520) is leveraging the "stablecoin" concept and business expectations to find a reasonable valuation anchor, presenting investment opportunities for valuation correction [1] - The recent legalization of stablecoins in the U.S. and Hong Kong has driven investment enthusiasm in related sectors, creating a closed-loop ecosystem anchored by quality Chinese assets [2][3] - Tianji Holdings has made significant investments in AI and blockchain applications, particularly through its partnership with Xinqiao Capital, which enhances its Web3.0 transformation [1][5] Group 2: Business Developments - Tianji Holdings has established a joint venture with Xizuchain Technology to further expand its Web3.0 + sports IP economic layout, indicating a strategic move into new consumption operations [6] - The company has been actively seeking influential partners and has made substantial adjustments in its business and financing strategies since late last year, focusing on the development prospects of the Web3.0 sector [4][6] - In 2024, the company's IP application and product business is expected to grow significantly, with a projected revenue increase of 45.4 times, indicating a strong market position [7] Group 3: Market Response - Since mid-July, Tianji Holdings' market capitalization has doubled, driven by the legalization of stablecoins in Hong Kong and the company's strategic layout, reflecting positive investor sentiment [7] - The company has successfully conducted multiple placements to raise capital, demonstrating strong shareholder support and optimism regarding the Web3.0 + new consumption sector [6][7] - The recent surge in trading volume and market interest suggests that value investment funds are entering the market, further supporting the company's valuation recovery [7]

Project Overview - GAIB is an AI RWAIFi infrastructure chain led by Hack VC, Faction, Hashed, and other well-known VCs [1] - GAIB aims to bring real-world AI infrastructure revenue on-chain, providing investment channels for crypto investors [1] NFT Whitelist Program - An ongoing NFT whitelist activity is in progress [1] - The top 200 depositors with over 1500 USD can receive an FCFS whitelist [1] - There is a giveaway of 2 FCFS whitelists [1] AID Product - GAIB's AID product is related to the AI computing power economy and RWAIFi [1]

Core Insights - The company is focused on long-term development in the field of social data services, leveraging its experience in social security card and human resources operations to create a data operation ecosystem centered around people [1][4] - The company is actively collaborating with local governments and enterprises to enhance data asset management and has signed contracts for data service operations with Guangzhou Data Exchange [1][4] - In the AI application sector, the company is developing AI Agents for key areas such as government services, employment, and public welfare, achieving significant improvements in service efficiency [2][4] Data Operations and Collaborations - The company has established partnerships with multiple data exchanges to build data service zones, facilitating the assetization of data and its lifecycle management [1] - It is a member of a consortium for comprehensive data asset management in Guangxi, promoting standardization and regulation of local data assets [1] - The company is involved in drafting cross-border data management standards and has achieved ISO 55013 certification for data asset management, enhancing its data management capabilities [1] AI Applications and Innovations - The company has developed a vertical government model that incorporates service data from over 100 cities, aiming to create a "digital civil servant" model for intelligent interactions in various public service scenarios [2] - In Dongguan, the company upgraded the local social security system to a new intelligent customer service model, achieving an accuracy rate of over 97% in government Q&A [2] - The company is exploring innovative applications of digital currency in public welfare, having completed a sample card for a digital RMB hardware wallet [2] Future Outlook - The company plans to strengthen the synergy between AI government services and data operations, further exploring applications of RWA and digital RMB to enhance public service efficiency [3][4] - It aims to collaborate with local governments and industry partners to integrate public data and services, creating a new paradigm for intelligent public services [3][4]

One old coin that I constantly bring up on the channel is XDC. We have been following this project since going all the way back to 2021 and we have witnessed the entire ecosystem actually become populated with some great projects. But on top of that, with the tokenization and even the stable coin boom, we know XDC is behind both of them.Currently speaking, in the last 30 days, RWA value on XDC is actually up almost 50%. We also have 28 tokenized RWAS already on the network and there's about $14 million wort ...

Group 1: Regulatory Warnings and Market Risks - The rise of stablecoins has attracted significant capital but also created opportunities for illegal activities, prompting regulatory bodies in China to issue multiple warnings since July [3][4] - Consumers are advised to verify the qualifications of institutions through official channels and to choose licensed financial entities, as the risks associated with stablecoins are heightened in a bullish market [3][4] - The SEC in the U.S. has intensified its crackdown on unregistered stablecoin projects, emphasizing that stablecoins are not risk-free assets and urging investors to be cautious of their complexities and potential volatility [4] Group 2: Market Trends and Innovations - The native token of the Dolomite protocol within the Berachain ecosystem has surged by 230% in the past month, indicating a shift of stablecoins from mere payment tools to more complex financial applications like lending and asset tokenization [5][6] - HSBC has stated that the development of a Hong Kong dollar stablecoin will not undermine the currency peg, and Hong Kong is positioned to become a testing ground for stablecoin innovations that could facilitate the internationalization of the Renminbi [6] Group 3: Market Resilience and Investor Behavior - Despite extreme short-selling pressure, Bitcoin's price has rebounded to $117,000, showcasing market resilience, while stablecoins like Tether (USDT) have seen a 20% increase in trading volume during this volatility [7] - Analysts warn that while stablecoins can act as a safe haven, they are not infallible, as evidenced by past events like the TerraUSD collapse, highlighting the need for diversified investment strategies [7] Group 4: Decentralized Trading Platforms - Decentralized trading platforms are gaining traction by offering secure and efficient solutions for stablecoin trading, attracting global investors amid tightening regulations [8] - These platforms emphasize user autonomy and privacy, with a 25% increase in user base in North America attributed to their commitment to transparency and fraud risk reduction [8] Group 5: Future Outlook for Stablecoins - The future of stablecoins presents both challenges and opportunities, with technological innovations and regulatory cooperation being crucial for their development [9] - Experts recommend that investors prioritize stablecoins linked to strong assets, utilize decentralized platforms to mitigate risks, and stay informed through reliable sources for real-time analysis [9]

yield game evolution hitting different levels• etherfi: straight 9% usdc + card rewards• abstract: token rewards + rwa yield stack• both printingmarket finally understanding multiple yield models can coexist. stack accordingly. ...

最近，私信中"稳定币"成为热议焦点。2025年，稳定币立法浪潮席卷全球： 5月20日，美国参议院通过《天才法案》（GENIUS Act）关键投票； 次日，香港通过《稳定币条例草案》；欧盟、英国、新加坡、韩国等接连推出监管草案； 6月，中国人民银行行长潘功胜首次公开讨论稳定币。 7月19日，美国总统特朗普在白宫正式签署《指导与建立美国稳定币国家创新法案》，即《天才法案》，这意味着历史上首次关于加密货币监管的联邦立 法正式生效。 市场端，Circle上市仅一月股价暴涨750%，市值突破200亿美元；特朗普家族公司发行稳定币USD1，规模激增至22亿美元；PayPal、Stripe、摩根大通、花 旗、高盛、京东、蚂蚁、小米等巨头纷纷入局。 什么是稳定币？ 稳定币是一种基于区块链的加密货币，与比特币、以太坊不同，其价值与美元等资产1:1挂钩，旨在减少波动。目前，私人公司主导发行，市值最大的是 Tether的USDT（占60%市场份额），其次是Circle的USDC（24%）。 以USDT为例，用户支付1美元，Tether在区块链上发行1个USDT，承诺可随时1:1赎回。其机制类似美联储早期金本位：2025年一季度，T ...