业内创新者亦将在会上分享如何在技术突破与系统稳定间取得平衡。伍德预计将继续强调加密资产提升 全球金融效率的长期作用；身为全球最大资管机构高层的Goldstein或聚焦机构级资产代币化及其对投资 组合管理的影响。前CFTC主席、现任Circle法务头部人物Tarbert的参与，凸显该公司在全球支付版图中 影响力上升。Coinbase方面则预计谈及合规与创新的平衡，传统银行代表Spence将论述在数字化浪潮与 实时支付需求下的应对之道。 该会议全程将在美联储官网与YouTube直播，以提升透明度与参与度。在华尔街与加密圈顶级人士同场 对话之际，美联储显然已将支付创新视为不仅是改变美国人支付方式的议题，更是重新塑造数字时代金 融体系运行方式的战略起点。 大会核心议题为围绕传统金融(TradFi)与去中心化金融(DeFi)的加速融合，重点聚焦稳定币在支付领域 的应用、新型商业模式及金融资产代币化。美联储有意探讨数字资产在跨境支付、金融普惠与实时清算 方面的潜在优势。据悉，沃勒预计将强调支付创新应继续由私营部门主导，并重申竞争而非监管本身才 是推动支付系统更安全与更高效的关键动力。 会议召开之际，美联储正在推进2023 ...

Group 1 - Delin Holdings (01709) shares rose over 3%, currently up 3.25% at HKD 2.86, with a trading volume of HKD 144 million [1] - Delin Holdings announced the acquisition of equity in Asseto Holding Limited, with a post-transaction valuation of USD 40 million and ownership of 77,352 Class A common shares [1] - The company also invested USD 1 million in Pangu Software Pte Ltd to jointly develop a digital asset platform for tokenizing real-world assets (RWA) [1] Group 2 - Pangu operates a decentralized Web3 gaming platform, creating NFTs that represent in-game items, virtual land, equipment, and tokens [2] - The on-chain assets have liquidity, assetization potential, and cross-platform value transfer capabilities, aligning with the company's strategy to expand virtual asset management, trading, and tokenization [2] - Pangu's experience in developing and managing digital assets, designing economic incentive mechanisms, and attracting users will aid the company's growth in virtual assets and DeFi business [2]

Core Insights - M31 Capital's report highlights Chainlink (LINK) as a monopolistic middleware in the blockchain trading platform sector, suggesting a potential upside of 20-30 times its current value based on a $30 trillion market opportunity from the tokenization of global financial assets [1][3] - Chainlink has evolved beyond its initial "oracle" role, becoming a critical infrastructure for major financial institutions like JPMorgan, SWIFT, and Mastercard, with a total on-chain transaction value secured reaching $24 trillion and a total value secured (TVS) exceeding $85 billion [3][4] Company Developments - Chainlink's fundamental changes include the introduction of a LINK reserve mechanism that converts enterprise revenue into token buybacks, improving its economic model from "selling pressure" to "buying pressure" [3][6] - The expansion of Chainlink's data services into traditional finance sectors such as stocks and forex, along with upgrades in privacy features and staking rewards, is attracting institutional users and driving value reassessment for LINK [3][6] Market Positioning - The report employs two valuation methods for LINK: a relative valuation comparing it to XRP, which has a market cap 15 times higher but lower utility, and a market share approach predicting a $19 trillion tokenized asset market by 2030, where a 40% market share for Chainlink could yield annual revenues of $82.4 billion, suggesting a theoretical value of $824 per LINK [6] - Recent upgrades for Chainlink, including privacy trading features and cross-chain expansions, are expected to strengthen its technological moat and encourage more financial institutions to transition from pilot projects to production environments [6][8] Industry Trends - The rise of Chainlink signifies a shift in market perception, moving away from the misconception of LINK as a "team dump" token to a recognition of its value driven by enterprise revenue realization and buyback mechanisms [6][8] - XBIT, a decentralized exchange platform, is leveraging Chainlink's cross-chain capabilities to enhance user experience and asset security, positioning itself as a key player in the evolving blockchain trading landscape [4][8]