Core Viewpoint - OWLTING Travel Service Inc. (OBOOK Holdings Inc.) officially listed on NASDAQ under the ticker "OWLS" on October 16, 2025, utilizing a direct listing approach, highlighting its focus on blockchain technology in business operations [1] Group 1: Initial Performance - The company's stock opened at $68 and peaked at $90 on its first trading day, reflecting a surge of over 32%, indicating strong market interest in its unique business model and technological capabilities [2] - The stock closed at $55.55, resulting in a total market capitalization of $4.909 billion, establishing a solid foundation for future market performance [2] Group 2: Core Advantages - Since its establishment in 2010, the company has focused on blockchain technology as its business cornerstone, aiming to create a one-stop payment and industry SaaS ecosystem for cross-border commerce [4] - The company operates across three main sectors: e-commerce, hospitality, and online travel, integrating stablecoin and fiat currency payments to facilitate global transactions [4] - The company has established a forward-looking global structure, with a holding entity in the Cayman Islands since 2011 and a subsidiary in Hong Kong since 2018, supported by multiple financial and payment licenses in the US, EU, and Japan [4] Group 3: Business Matrix - The company's growth is driven by two main engines: "scene deepening" and "technology implementation," forming a clear business matrix [6] - In the hospitality and tourism sector, the company has developed a complete ecosystem from backend management to frontend booking, utilizing blockchain technology to prevent double bookings [7] - The OwlPay payment and fintech core engine, launched in 2023, has become a key growth driver, offering various services including payment solutions and wallet services that support both fiat and USDC stablecoin [8] Group 4: Financial Performance - Financial data indicates that the company is in an active expansion phase, with revenue projected to grow from $6.4 million in 2023 to $7.57 million in 2024, demonstrating steady growth [10] - The net loss is expected to widen from $6.78 million to $10.27 million, primarily due to ongoing high-intensity investments in technology development and global market expansion [10] - To ensure a smooth and compliant listing process, the company has assembled a top-tier professional intermediary team, including KPMG for auditing and legal firms for Cayman and US legal matters [10]

天眼查App显示，近日，长沙美高华科技有限公司成立，法定代表人为杨华，注册资本10万人民币，经 营范围为许可项目：食品销售（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营 项目以批准文件或许可证件为准）一般项目：金属表面处理及热处理加工;金属加工机械制造;气体、液 体分离及纯净设备制造;船舶自动化、检测、监控系统制造;工业自动控制系统装置制造;技术服务、技术 开发、技术咨询、技术交流、技术转让、技术推广;供冷服务;区块链技术相关软件和服务;制冷、空调设 备制造;有色金属合金制造;有色金属合金销售;五金产品批发;五金产品零售;货物进出口;技术进出口;进出 口代理;非居住房地产租赁;住房租赁;租赁服务（不含许可类租赁服务）;基础化学原料制造（不含危险 化学品等许可类化学品的制造）;可穿戴智能设备制造;包装材料及制品销售;纸制品制造;普通货物仓储 服务（不含危险化学品等需许可审批的项目）;低温仓储（不含危险化学品等需许可审批的项目）（除 依法须经批准的项目外，自主开展法律法规未禁止、未限制的经营活动）。 ...

胡勇表示，静安正持续深化区块链与实体经济融合，打造更多的标杆场景，并通过政策赋能与场景开放，培育一批具有国际影响力的区块链领军企业。 从漫步"哈希桥"到品味"链咖啡"，从"上下楼即上下游"到"产业园即产业链"，位于市北高新园区的"数通链谷"正吸引越来越多企业、科研机构与行业协会入 驻，这些新"谷民"共同构筑起一个协同共生、效益渐显的产业生态圈。 转自：新华财经 10月18日，"申城·数聚行"系列活动首站在上海市静安区"数通链谷"正式启动。上海市数据局党组成员、副局长翁轶丛、静安区政府副区长胡勇，以及来自 数据领域和区块链领域的80余家企业代表、专家、投资机构代表出席本次活动。本次活动以"数赋产业，链聚静安"为主题，体现了上海在促进数链融合发展 方面的系统布局，将进一步推动更多应用场景落地实施、发挥实效。 "链"接生态，打造产业协同新范式 区块链作为驱动产业数字化转型、构筑数字经济生态的关键基石，其战略地位日益凸显。从顶层设计到区域实践，上海在"数链融合"方面的政策体系持续完 善，应用场景不断拓展，有力夯实了数字经济的发展底座。 翁轶丛在活动上表示，当前，市数据局正在搭建数商企业培育库，通过深度挖掘与梯度培育， ...

二、AI智能:唯一确定性的生产力革命 在全球经济步入高波动时代的当下,资产配置的逻辑正在发生深刻变化,无论是美联储政策反复摇摆、地 缘政治冲突持续发酵,还是新兴科技浪潮带来的结构性机会,个人与机构投资者都面临同一个问题:下一轮 时代红利在哪里?高地集团:越来越多的资金给出了一致答案——AI智能、Web3与黄金。这三大领域虽 然性质各异,却共同具备一个关键特征:具备跨周期、跨技术迭代甚至跨文明转型的长期价值承载能力。 一、货币超发与"长期高利率"共存,资产重新洗牌 过去二十年,全球经济依赖低利率+高杠杆驱动增长。然而自疫情以来,全球央行被迫在量化宽松与抗通 胀之间徘徊,美联储虽然放缓加息节奏,但其释放的关键信号是:高利率将维持更长时间(Higher for Longer),这意味着: •传统股票市场估值中枢下移,资金开始撤离高估值与无现金流标的; •法币信用遭到侵蚀,美元之外缺乏新的全球锚定资产; •抗风险、具成长性的资产成为稀缺品。 •PayPal、Visa、香港金管局等机构已接入区块链支付; •欧洲与亚洲正在竞速推出数字货币框架; •稳定币(Stablecoin)年结算量已超过Visa全球刷卡总额。 无论宏 ...

Group 1: Bitcoin Spot ETF - Bitcoin spot ETFs experienced a significant outflow of $1.23 billion last week, marking the second-highest outflow in history [3] - All 12 Bitcoin spot ETFs recorded net outflows, with Grayscale's GBTC seeing an outflow of $298 million and a total historical outflow of $24.5 billion [3] - Ark Invest and 21Shares' ARKB had a net outflow of $290 million but maintained a historical net inflow of $2.06 billion [3] - The total net asset value of Bitcoin spot ETFs is approximately $143.93 billion, accounting for 6.75% of Bitcoin's total market capitalization, with a cumulative historical net inflow of $61.54 billion [3] Group 2: TradeTalent Funding - Decentralized talent network TradeTalent completed a funding round of $8 million, led by Allied Gaming & Entertainment and Hicop Engineering Pte. Ltd. [3] - The funds will be used to enhance AI skill verification capabilities, expand the global network of enterprises and talent, and further optimize the platform's trustless infrastructure [3] Group 3: AWS Outage - An outage related to Amazon Web Services (AWS) affected multiple popular applications and websites, including Coinbase and PlayStation, starting around 4:00 PM Beijing time on October 20 [5] - The issue stemmed from problems at AWS facilities in Northern Virginia, leading to increased error rates and delays in services like Amazon DynamoDB and Amazon Elastic Compute Cloud [5] - AWS is the largest cloud service provider globally, with revenue of $108 billion last year, significantly contributing to Amazon's profits [5] Group 4: Tempo Funding - Blockchain project Tempo, supported by Stripe and Paradigm, raised $500 million in Series A funding, achieving a valuation of $5 billion [5] - This funding round is noted as one of the highest valuations in recent years for blockchain venture capital rounds, with participation from Greenoaks and Thrive Capital [5] - Other notable investors included Sequoia Capital, Ribbit Capital, and SV Angel, although Paradigm and Stripe did not participate in this round [5] Group 5: BitsLab Acquisition - BitsLab announced the acquisition of KEKKAI Labs' security browser plugin, rebranding it as BitsLab Safe [9] - KEKKAI Labs focuses on Web3 security and infrastructure development, with its core products being popular in the Asian market [9] - BitsLab plans to retain existing features while integrating AI-driven security analysis and threat detection technologies to enhance user-level security [9]

2025年10月，全球都被一则新闻惊到了——美国司法部直接"抄了"柬埔寨一个电诈集团的家，没收的比 特币足足值150亿美元！ 这钱到底多夸张？ 2024年底马云的身家也就1650亿人民币，150亿美金折成人民币快上千亿，差不多是马云身家的九成。 01. 先说说这个电诈集团的老板，叫陈志，才38岁，福建人。 他早年没干正经营生，靠搞"传奇私服"（未经授权的游戏服务器）赚了第一桶金。 后来中国开始严打网络犯罪，他立马跑到了法制松散的柬埔寨，还精准抱上了柬埔寨前首相洪森家族 的"大腿"——2017年成了"柬埔寨内政顾问"，2020年更直接当上洪森的顾问。 有了这层"保护伞"，他的太子集团表面上搞房地产、金融、旅游，背地里却搭起了覆盖全东南亚的电诈 帝国。 跟缅北那些只有几千私兵的电诈团伙比，陈志背靠的是柬埔寨国防军，规模和底气根本不是一个量级。 中国严打电诈后，陈志很快把目标转向了美国，结果2024年一年，美国人就被骗走超100亿美元！ 为啥美国人这么好骗？ 说穿了就两点：一是美国互联网金融太方便，钱一转到网上，几分钟就进了骗子账户；二是不少美国人 手里有养老金、福利好，还总想着"一夜暴富"，对防骗知识又不上心。 ...

不是偶然，是孙宇晨与波场TRON的"水到渠成" 自2018年主网上线以来，波场TRON在网络规模与链上活跃度上持续攀升。截至目前，该网络累计转账 金额已突破21万亿美元，链上账户数超过3.32亿，日均处理交易笔数稳定在900万以上。在这些数据的 背后，稳定币始终是推动生态运转的核心要素。 孙宇晨对稳定币的重视由来已久。他曾在多个场合表达过"稳定币不是加密世界的补充，而是未来金融 的基础设施"这一观点。而PayPal此次选择将PYUSD部署至波场TRON，既是对其技术能力的认可，也 是对其生态影响力的一次投票。 10月7日，全球支付巨头PayPal旗下稳定币PYUSD正式跨链接入波场TRON网络——这一动作为传统金 融与去中心化世界的融合画下浓重一笔。在孙宇晨的规划中，这不仅是技术上的桥接，更是一场围 绕"支付自由"展开的普惠实践。 从试验田到普惠土壤：区块链正在"出圈" 三方合力，推开跨链支付新大门 PayPal、跨链协议LayerZero与孙宇晨创立的波场TRON，三个不同领域的代表性力量，此次共同构建了 一条无缝连接的资产通道。 通过基于LayerZero的全链标准（OFT），PYUSD实现了在波场TRO ...

波场TRON的规模数据印证了这一进程。孙宇晨展示的网络现状令人瞩目：用户账户突破3.35亿，总锁 仓价值（TVL）超过270亿美元，日均交易量稳定在900万笔，日活跃账户保持在290万以上。这些数字 背后，是波场TRON作为全球支付与金融网络的坚实底座。当用户在波场生态中完成日常交易，区块链 的实用性便融入了真实场景——跨境结算不再依赖漫长流程，而是如本地支付般即时。 人才培养的投入则指向未来。孙宇晨宣布波场TRON已与哈佛大学、康奈尔大学、达特茅斯学院、普林 斯顿大学等顶尖学府建立深度合作，支持学生参与区块链项目开发。这种产学融合不是短期举措，而是 为行业储备下一代建设者——当学术资源与产业实践无缝衔接，区块链的创新基因便得以持续传承。 孙宇晨在演讲中传递的核心信息清晰而坚定：波场TRON的演进不是技术堆砌，而是金融基础设施的自 然生长。当欧盟的ETN、美国的ETF申请、SunPerp的流畅体验、T3+的安全网络、高校的创新合作交织 成网，区块链便真正从数字世界走向实体经济的血液。每一次交易、每一笔结算，都在消解传统金融的 冗余，让价值流动更高效、更透明。 生态创新正为这一网络注入持续活力。孙宇晨重点介绍了 ...

Core Viewpoint - Delin Holdings (01709) is experiencing a stock price increase of over 7% following the announcement of its acquisition of 2,995 BM mining machines from Bitmain, aimed at strengthening its Bitcoin mining operations [1] Group 1: Acquisition Details - Delin Holdings plans to acquire 1,900 BM mining machines at a cost of $8.35 million and 1,095 BM mining machines for $10.88 million, with funding sourced from net proceeds of a placement and potential financing from Antalpha Digital [1] - The board believes that signing the formal agreement for the BM acquisition will provide long-term financial returns and value for shareholders [1] Group 2: Strategic Implications - The acquisition is expected to enhance the company's leadership position in Bitcoin mining among Hong Kong-listed companies, diversify revenue sources, and enable the company to capitalize on the rapidly expanding market opportunities in digital assets and blockchain [1] - The board considers the terms of the BM agreement and the proposed transactions to be normal commercial terms that are fair and reasonable, aligning with the overall interests of the company and its shareholders [1]

Core Viewpoint - Derin Holdings (01709) has seen a stock price increase of over 7%, currently trading at HKD 3.44 with a transaction volume of HKD 115 million, following the announcement of significant acquisitions in Bitcoin mining equipment [1] Group 1: Acquisition Details - Derin Holdings announced the acquisition of 1,900 BM mining machines from Bitmain's subsidiaries BM1 and BM2 for a total cost of USD 8.35 million and 1,095 BM mining machines for USD 10.88 million [1] - The financing for these acquisitions will be sourced from the net proceeds of a placement and potential financing from Antalpha Digital [1] Group 2: Strategic Implications - The board believes that signing the formal agreement with BM will provide long-term financial returns and value for shareholders [1] - The acquisition is expected to strengthen the company's leadership position in the Bitcoin mining business among Hong Kong-listed companies, diversify revenue sources, and enable the company to capitalize on the rapidly expanding market opportunities in digital assets and blockchain [1] - The board considers the terms of the formal agreement and the proposed transactions to be normal commercial terms that are fair and reasonable, aligning with the overall interests of the company and its shareholders [1]