Core Insights - AlphaTON Capital Corp has signed a $46 million infrastructure agreement to expand its deployment on the decentralized AI network Cocoon AI based on Telegram [1] Group 1: Financial Details - The agreement includes the introduction of 576 NVIDIA B300 chips, with delivery planned for February [1] - The transaction structure consists of $4 million in cash, $32.7 million in non-recourse debt financing, and $9.3 million in equity to be paid in installments [1] Group 2: Strategic Implications - This marks AlphaTON's first large-scale deployment of "confidential computing" [1]

Core Insights - The article discusses the contrasting cultures and user bases of BNB Chain and Base, likening them to different cities with unique characteristics and user experiences [1][2][8] - BNB Chain is characterized as a fast-paced, pragmatic environment focused on efficiency and immediate user engagement, while Base is seen as a more thoughtful, community-driven platform aimed at long-term development and user retention [5][7][16] Group 1: Cultural Differences - BNB Chain attracts users primarily from emerging markets, emphasizing low transaction costs and quick participation in projects, viewing blockchain as a practical tool rather than an ideological platform [5][12] - Base's user base consists of more experienced users from the Ethereum ecosystem and Coinbase, who prioritize discussions on decentralization and underlying technology, viewing blockchain as a space for self-expression and community building [7][16] - The two platforms represent different growth paths within the crypto industry, with BNB Chain focusing on rapid scaling and Base fostering a more experimental and inclusive environment [8][22] Group 2: Vertical Integration Strategies - Major exchanges have expanded their roles beyond mere trading platforms to include blockchain and wallet services, enhancing user engagement and loyalty through a more integrated experience [8][9] - BNB Chain leverages Binance's strong market presence to facilitate seamless user transitions between trading and blockchain interactions, creating a frictionless experience [12][14] - Base, on the other hand, builds on Coinbase's regulatory credibility and developer support, fostering a trust-based environment for long-term projects and institutional engagement [15][16] Group 3: Wallet Dynamics - Binance Web3 Wallet is designed for ease of use, catering to users who prefer quick, high-frequency interactions, while Base App encourages deeper user engagement and identity building within the blockchain ecosystem [19][20] - The contrasting wallet designs reflect the broader strategic goals of each platform, with Binance focusing on immediate financial transactions and Base prioritizing user retention and community involvement [20][21] - The future landscape may see the emergence of two types of ecosystems: CEX-led super ecosystems and community-driven public infrastructures, with both BNB Chain and Base playing significant roles [21][22]

Core Viewpoint - TRON, founded by Sun Yuchen, has officially integrated with Base, a Layer 2 network incubated by Coinbase, marking a significant step in expanding its ecosystem and enhancing interoperability [1] Group 1: Integration Details - The integration allows TRON's native token TRX to be seamlessly cross-chain to the Base network, enabling users to access TRON tokens directly through decentralized exchanges on the Base chain [1] - Sun Yuchen emphasized that this integration is a crucial move to enhance blockchain connectivity, broadening access for developers and users within the TRON ecosystem [1][5] Group 2: Achievements and Security Measures - Under Sun Yuchen's leadership, TRON has achieved significant milestones, supporting over 350 million accounts and completing over $23 trillion in transfer transactions, with a total locked value exceeding $23 billion [3] - TRON has established a T3 financial crime department that, in collaboration with global law enforcement, has successfully frozen over $300 million in illicit assets, contributing to the healthy governance of the blockchain ecosystem [3] Group 3: Strategic Vision - The integration with Base is part of Sun Yuchen's strategic plan to create efficient, open, and secure settlement infrastructure for global users and institutions [6] - TRON aims to solidify its leading position in the industry through technological innovation and collaborative development, providing feasible solutions for the interconnected development of the blockchain sector [6]

Core Viewpoint - China Digital Technology (01796) has entered into a partnership with Popcorn Technology LLC to establish a project company focused on operating collaborative business in the digital finance sector, particularly in blockchain and cryptocurrency services [1] Group 1: Partnership Details - The agreement with Popcorn Technology involves the development of public blockchain, e-wallets, blockchain browsers, and cryptocurrency trading platforms, as well as consulting services for obtaining cryptocurrency exchange licenses [1] - The collaboration aims to enhance the company's capabilities in the rapidly evolving digital currency sector, aligning with global financial market innovation trends [1] Group 2: Strategic Direction - The company is actively developing artificial intelligence and blockchain technologies to improve competitiveness and shareholder value [1] - The partnership is a key step in implementing the company's Web 3.0 digital finance strategy, exploring potential investment opportunities, and promoting business diversification [1] Group 3: Expected Outcomes - The collaboration is expected to enable entry into the high-growth digital finance sector and create new profit growth points through AI quantitative technology and trading platforms [1] - The partnership aims to enhance the company's overall competitiveness in the digital asset ecosystem, ultimately creating long-term value for shareholders [1]

Group 1 - The core point of the article is that Gao Shan Enterprises (00616) has deposited shares worth HKD 56.875 million into Futu Securities International Hong Kong, representing 9.28% of the total shareholding [1] - The company announced a non-binding memorandum of understanding (MOU) on December 24, 2025, regarding the subscription of shares in a joint venture [1] - The joint venture is expected to focus on developing and/or investing in stablecoins and other blockchain-related businesses in the Association of Southeast Asian Nations (ASEAN) [1] Group 2 - The anticipated number of subscribers for the joint venture is expected to be between five to ten [1] - The total amount of funds expected to be raised for the joint venture is approximately USD 4.5 million [1]

Group 1 - The core point of the article is that Gao Shan Enterprises (00616) has deposited shares worth HKD 56.875 million into Futu Securities International, representing 9.28% of the total shares [1] - The company announced a non-binding memorandum of understanding (MOU) regarding the subscription of shares in a joint venture, which is expected to focus on developing and/or investing in stablecoins and other blockchain-related businesses in ASEAN countries [1] - The anticipated number of subscribers for the joint venture is between five to ten, with a total fundraising target of approximately USD 4.5 million [1]

Core Insights - The blockchain industry is experiencing significant growth, with TRON, founded by Sun Yuchen, reporting impressive year-end performance metrics, highlighting its robust ecosystem and user attraction [1] Group 1: Performance Metrics - TRON's stablecoin circulation reached an astonishing level, with over $144.6 billion in total turnover from December 19 to 25, and a single-day peak turnover exceeding $27.4 billion [3] - The USDT stablecoin, based on the TRC20 protocol, accounted for over 99.1% of the turnover, establishing TRON as a key hub for stablecoin circulation globally [3] - The total number of TRON accounts surpassed 355 million on December 24, indicating a vast user network and the effectiveness of ongoing investments in underlying technology [3] Group 2: Security and Compliance Efforts - TRON has made significant strides in security and compliance, with the T3 Financial Crime Task Force freezing $300 million in illicit funds, gaining recognition from international law enforcement agencies [5] - The collaboration with global law enforcement reflects the blockchain industry's proactive approach to self-regulation and external cooperation [6] - These developments indicate that TRON is entering a more mature and stable phase, reinforcing its position in the industry and providing a reference for scalable applications in the Web3 ecosystem [6]

Core Insights - Solana Mobile has confirmed the official launch of its core cryptocurrency SKR on January 21, marking a significant milestone in the integration of hardware and crypto economy [1][3] - The launch includes an airdrop of up to 20% of the tokens to Seeker smartphone users, aiming to create a closed-loop economy driven by hardware owners, developers, and node validators [1][3] Token Distribution Model - The total supply of SKR cryptocurrency is set at 10 billion tokens, with approximately 57% entering circulation on the first day, including 30% for airdrop and 27% for unlocked token generation activities [2][4] - The team and Solana Labs collectively hold 25% of the tokens, while the remaining portion is allocated to liquidity and community treasury, balancing early holder interests with long-term ecosystem growth [2][4] Strategic Ambitions - Solana Mobile aims to leverage crypto incentives to disrupt the long-standing dominance of Apple and Google in the mobile application market [2][4] - By embedding token economics directly into the hardware, Seeker is positioned not just as a smartphone but as a decentralized traffic entry point, challenging traditional internet giants' ecosystem hegemony [2][4]

Core Insights - The cryptocurrency market is entering a critical window for Token Generation Events (TGE) in Q1 2026, with various projects transitioning from testnet and private sale stages to mainnet and token issuance [2] - The focus is on projects that can activate network usage and create positive feedback loops post-token launch, highlighting the importance of observing key TGE projects and their potential [2] Group 1: TGE Projects Overview - **RainBow (RNBW)**: TGE on February 5, 2026; a hybrid token combining DeFi value with traditional equity exposure, featuring a token distribution plan that includes 15% for airdrops and 3% for presale [3] - **Tea Protocol**: TGE on February 5, 2026; a decentralized open-source software contribution reward network that incentivizes developers through a Proof of Contribution model, deploying on Coinbase's Base Layer-2 network [4] - **Infinex**: TGE in January 2026; a next-generation DeFi super application aimed at bridging the gap between centralized exchanges and DeFi, offering a non-custodial, cross-chain crypto account and wallet [5] - **MegaLabs**: TGE in January 2026; a high-performance Layer-2 blockchain project designed to enhance blockchain performance to Web2 standards, achieving up to 100,000 TPS [6] - **Zama**: TGE on January 20, 2026; a privacy computing and cryptographic infrastructure project focused on fully homomorphic encryption, enabling secure computations on encrypted data [7] Group 2: Market Dynamics and Implications - The upcoming TGE events are expected to inject new narratives and expectations into the market, with a mix of established platforms and innovative projects [2] - The success of these projects will depend on their ability to engage users and sustain long-term value through effective tokenomics and community-driven initiatives [3][4][5][6][7]

Core Viewpoint - GCL-Poly Energy (00451) has seen a significant stock price increase of nearly 7%, currently trading at HKD 1.38, following the announcement of a subscription and investment agreement with Pharos [1] Group 1: Investment Agreement - The company plans to issue 186.5 million subscription shares at a price of HKD 1.033 per share to Pharos [1] - This investment aims to leverage Pharos's advanced technology and the company's resources to accelerate the integration of Web3 and the renewable energy industry, creating synergistic value for all parties involved [1] - The board believes that this subscription represents a good opportunity for the company to expand its capital and shareholder base [1] Group 2: Pharos Overview - Pharos is a next-generation Layer 1 blockchain focused on building institutional-grade tokenized asset application scenarios [1] - The investment will allow the company to explore the potential of blockchain technology in innovating the renewable energy sector and creating sustainable value for shareholders [1]