Combined Business Expected to be the First Pure-Play Treasury Company in the Ethena Stablecoin Vertical and Will Seek to have its Shares Listed on Nasdaq under Ticker “USDE” at Closing Ethena Foundation to Immediately Initiate $260M Token Buyback Program New York , July 21, 2025 (GLOBE NEWSWIRE) -- TLGY Acquisition Corp. (OTC: TLGYF) (“TLGY”), a special purpose acquisition company, today announced that it has entered into a definitive agreement for a business combination with StablecoinX Assets Inc. (“SC ...

京东币链科技：京东稳定币并未发行，所有交易平台JD-HKD均为仿冒 金十数据7月18日讯，从京东币链科技获悉，近期有人假冒京东名义，在主流交易平台发布名为JD- HKD的数字货币，欺骗用户参与交易。这些欺骗行为不仅损害了京东币链科技的合法权益，也对参与 交易的用户造成损害。京东币链科技已沟通主流交易平台下架相关数字货币，并发布公告提示用户。京 东币链科技表示，作为香港金管局稳定币发行人沙盒的参与方，完全遵循香港监管指导落地的进程。在 取得香港稳定币发行人牌照前，所有以京东稳定币、JD-HKD、JD-USD等字样发币、吸引用户购买 的，以及假借京东或京东合作方名义发币的，均为骗局。京东也不会发布京东稳定币外任何治理代币。 （界面） ...

The cryptocurrency has been rallying strongly. Despite a volatile first half of 2025, Bitcoin has gained 18% year to date. The fundamental drivers of digital currencies are expected to remain robust and support the anticipated stability.Growing institutional adoption, forecasts of a weakening greenback and a favorable macroeconomic backdrop pave the way for a highly optimistic future for the digital asset, outweighing any concerns over tariff-induced volatility.Per Reuters, Bitcoin surged to a record high o ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and avoiding black swan events [1] - A company is involved in the IT infrastructure construction for clients' digital currency systems, integrating digital currency with cross-border payments and data centers, and is associated with Huawei's HarmonyOS [1] - Another company supports digital RMB across all payment terminals and is exploring cross-border payment applications, having released silicon optical switches with capacities of 25.6T and 51.2T [1] Group 2 - A company specializing in rare earth permanent magnets is achieving mass production in various applications, including humanoid robots and high-speed copper connections, with a projected net profit increase of over two times year-on-year for the first half of the year [1]

Group 1: Bitcoin Overview - Bitcoin is the most popular and valuable digital currency, with a market cap of $2.1 trillion as of July 7, compared to Ethereum's $306 billion [5] - Over the past five years, Bitcoin has gained more than 1,000%, with projections suggesting it could reach $1.5 million by 2030 [8] - Bitcoin's mainstream acceptance has made it easier for investors to access through spot Bitcoin exchange-traded funds (ETFs) [6][7] Group 2: MicroStrategy Overview - MicroStrategy, rebranded as Strategy, has a valuation that is disconnected from its revenue and earnings, trading more like a digital currency [2] - The company has amassed nearly 600,000 Bitcoins as of the end of June, benefiting from Bitcoin's rising valuation [10] - Strategy's stock has soared more than 3,200% over the past five years, outperforming Bitcoin [10] Group 3: Investment Considerations - Strategy is seen as a more compelling investment option due to its ability to diversify into other cryptocurrencies and its inclusion in the Nasdaq 100 index [11][12] - Executive Chairman Michael Saylor is a strong advocate for Bitcoin, predicting it could reach $13 million by 2045 [9] - Despite its business intelligence background, Strategy's revenue has been declining, making it primarily a crypto play [13][14]

（原标题：华尔街为何疯抢这只的稳定币股票？） 作者 | 黄绎达 编辑 | 郑怀舟 我们在之前发布的策略文章《全球爆火的稳定币暗藏哪些投资机会？》中，已对稳定币市场的基本情况 展开详细介绍，涵盖稳定币的类型、当前的市场规模、未来的发展预期等核心内容。而关于稳定币市场 本身，其主要参与者包括发行人、交易平台、技术供应商和客户。 作为稳定币第一股的Circle是目前稳定币市场最主要的发行人之一，公开资料显示，截至2025Q2，由其 发行的稳定币USDC的总市值约600亿美元，约占稳定币市场份额的24%。在竞争格局方面，稳定币市 场目前由两大寡头垄断，由Tether发行的USDT在同期总市值的市场份额高达60%，Circle发行的USDC 总市值排名次之，而且Circle的USDC与Tether的USDT 这两大币种合计的市场份额则达到了惊人的 84%，其他稳定币种的总市值要远低于这两大巨头。 近期， A股市场中稳定币概念表现火爆，wind稳定币指数自6月3日发布至今（截至7月11日），期间指 数最大涨幅超过40%，可以说稳定币是近期A股最热门的话题之一。 与此同时，随着稳定币发行人Circle于6月初在纽交所上市， ...

Core Insights - Circle's successful IPO marks the entry of stablecoins into mainstream finance, reshaping payment systems, currencies, and the global financial order [1] - Stablecoins are not merely "digital dollars" but are digital assets anchored to fiat currencies, becoming foundational settlement assets in the digital economy [2] - The emergence of stablecoins is transforming the financial infrastructure market, moving beyond the realm of cryptocurrency innovation [3] Group 1: Perspectives from Different Financial Entities - Traditional finance views stablecoins as "electronic dollars," but they are actually blockchain-based digital assets [2] - Banks are exploring tokenized deposits to compete with stablecoins, but the inherent advantages of stablecoins lie in their openness and composability [4] - Central banks question the efficacy of CBDCs compared to stablecoins, which operate on an open protocol and offer global financial connectivity [5] Group 2: Characteristics and Impact of Stablecoins - The popularity of stablecoins, especially USD-pegged ones, is altering the global monetary system through stability, programmability, and global liquidity [6] - Major players in the stablecoin market include Tether (USDT), PayPal USD, and compliant stablecoins from Paxos and First Digital [7] - Stablecoins are more efficient than traditional banking systems, which often operate in closed environments with limited interoperability [8][9] Group 3: Future Implications and Opportunities - The rise of stablecoins presents a dual impact on the Federal Reserve, expanding dollar demand while altering the monetary multiplier through technology [10] - Payment institutions face both challenges and opportunities from stablecoins, which could disrupt traditional payment gateways while also providing avenues for innovation [11] - Entrepreneurs see vast potential for innovation with stablecoins, which serve as foundational assets for programmable financial protocols [12][13] Group 4: The Broader Context of Stablecoins - Stablecoins are seen as a compromise between decentralized ideals and centralized custodianship, marking a significant step towards mainstream financial integration [15] - The integration of stablecoins into payment systems can enhance transaction efficiency and reduce reliance on traditional banking [16] - There is potential for localized stablecoins in developing regions and innovative financial products combining stablecoins with real-world assets [17] Group 5: Market Dynamics and Usage - Stablecoins have significantly higher daily active users and transaction volumes compared to Bitcoin, indicating their role as a primary medium of exchange [18] - The true value of stablecoins lies in understanding their potential and building new business models around them [19]

前言 ①数字货币+区块链+华为+数据要素！这家公司在数字货币方面有较深的技术储备；②PCB概念+芯片+光 刻胶+光伏！这家公司与主流PCB制造厂商建立稳定供货关系；③芯片+合成生物+氢能源+储能！公司现 金收购半导体企业股权。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ...

Core Insights - The rise of stablecoins represents a significant challenge to the existing monetary system and highlights the need for the issuance of RMB-pegged stablecoins to promote the internationalization of the RMB [1][3] - Stablecoins have seen a dramatic increase in transaction volume, surpassing traditional payment giants like Visa and Mastercard, indicating their growing influence in global financial infrastructure [1][9] - The development of stablecoins poses various challenges, including the potential erosion of monetary sovereignty and the effectiveness of monetary policy, particularly in countries that have not fully digitized their financial systems [2][19] Group 1: Current Status and Trends of Stablecoins - As of June 2025, the total market capitalization of mainstream stablecoins reached $262.5 billion, a 40-fold increase since 2020 [2][9] - In 2024, the annual on-chain transaction volume of stablecoins reached $27.6 trillion, exceeding the combined transaction volume of Visa and Mastercard [1][9] - Stablecoins are becoming integral to the Web3 infrastructure, serving as a bridge between decentralized finance (DeFi) and traditional financial systems [9][10] Group 2: Challenges Posed by Stablecoins - Stablecoins create a "private central bank" system that undermines state control over monetary policy and economic regulation [2][16] - They may bypass existing payment systems like SWIFT and CIPS, leading to a parallel P2P clearing network that could threaten national financial stability [2][17] - The rise of stablecoins could weaken the effectiveness of monetary policy, especially in countries with less developed digital financial systems [2][19] Group 3: Implications for RMB Internationalization - Stablecoins have begun to occupy cross-border payment spaces, particularly in regions like Southeast Asia and Africa, which may hinder the expansion of the RMB as a payment or reserve currency [22] - The digital RMB ecosystem is still underdeveloped, limiting its competitiveness in the digital economy [23] - The network effects of established stablecoins like USDT and USDC create barriers for the international penetration of RMB digital products [24] Group 4: Strategic Recommendations for RMB Internationalization - The issuance of RMB-pegged stablecoins should be encouraged in offshore markets like Hong Kong and Singapore to enhance their usability in various digital trade scenarios [27] - A cross-border institutional framework for the digital RMB should be established to improve compliance and efficiency in international financial activities [28] - Active participation in the global stablecoin regulatory framework is essential to enhance the RMB's influence in the international stablecoin market [30][31]

21世纪经济报道记者 黄子潇 深圳报道 上市未满一月， "稳定币第一股" Circle重手申请银行牌照。 当地时间6月30日，USDC稳定币的发行商Circle官宣，已正式向美国货币监理署（OCC）提交申请，拟 设立一家国家信托银行——第一国家数字货币银行（First National Digital Currency Bank, N.A.）。 根据Circle官网介绍，该银行将作为受OCC监管的托管机构运营，获批后，Circle将借此自主托管超过 600亿美元的储备资金，亦能为机构客户提供数字资产托管服务。 尽管发行USDT（泰达币）的Tether仍是最大的稳定币发行商，Circle位居第二，但Circle在宣传USDC时 增加一个"全球最大受监管支付稳定币"的定语，以押注合规性的红利。在上个月登陆纽交所后，Circle 成为"稳定币第一股"。 对于Circle而言，2023年硅谷银行危机导致USDC脱锚至0.87美元的教训仍历历在目。 业内人士向21世纪经济报道记者表示，Circle 设立银行有助于提升储备资金的安全性和透明度，并降低 第三方托管成本，Circle正在从单一的稳定币发行人转型为合规的金融基 ...