Group 1 - The core viewpoint emphasizes the potential growth in the stablecoin and digital currency sector, particularly in Hong Kong where various entities can apply for licenses, not just brokerages [1] - The recent increase in stock prices for companies like Coinbase and Robinhood indicates a shift towards a trading platform logic, suggesting a growing interest in cryptocurrency exchanges [2] - The passage of the stablecoin bill by the Senate has led to numerous retailers, including Amazon, applying to join the market, highlighting the importance of distribution channels in the future [3] - The existing retail payment terminals are expected to reflect their inherent capabilities for terminal propagation, indicating a significant value in these channels [3] - The overall sentiment suggests that the stablecoin and digital currency sector is viewed as a major investment theme moving forward [4]