各位股友！今日隻最搶眼的股票一定係德祥地产(00199)！ 复牌即係狂飙72.6%，成交放大到近4600万。呢只唔係普普通通反弹，而係「地产+Web3」的王炸组合 重出江湖，一定要拆解清楚！ 配股？根本係大佬入场的「利是」 今早公告话要畀瑞凯集团刘浩然配股1亿股，重点嚟喇！12个月禁售期：呢个叫短线走货？大佬肯锁仓 一年，睇法肯定长線啦，拟委任执行董事：钱落袋，人都要落场，明显系深度绑定。 呢个唔係割韭菜，係瑞凯集团用真金白银投信任票！ 即系点？传统地产股估值有天花板，加埋Web3概念，即刻对标科技股，香港系Web3政策最friendly的地 方，完全食正红利，由「起楼收租」变成「数字地产」，想象空间开到尽. 依家市场最缺咩？新故事！德祥呢招直接将估值模型由PE变市梦率，明嘅就明！ 技术+资金：主升浪先至开始啫！升72%但成交得4500万：货源极度归边，主力根本未出货股价1.18 蚊，市值细：呢啲细价股，一郁就飞，弹性劲概念独家：港股正宗Web3地产股，应该值几钱？ 我睇法： 短期1.4蚊绝对唔系顶！呢轮最保守都系2-3倍空间起跳。第一目标2.5蚊，如果Web3业务落地理想，5蚊 都唔系梦。 未上车的，咪心急 ...

Thank you very much for joining us here in Palm Beach, Florida for Clear Street's disruptive technology conference. >> Oh, thank you very much. It's a pleasure to be here.>> Absolutely. And you were actually just named chief strategy officer for Anamoka Brands. What prompted you to join Anamoka and what are you hoping to achieve in this new role.>> Well, so I've actually been affiliated with Animoka for a very very long time, over a decade now, going all the way back to its earliest days. And along the way, ...

Core Insights - AlphaTON Capital has appointed Logan Ryan Golema as Chief Technology Officer to enhance the development of the TON ecosystem and Cocoon AI projects, indicating a shift from potential to actual production [3][9] - Golema's extensive experience in blockchain, AI, and Web3 positions him as a key figure in driving the company's initiatives, particularly in creating decentralized technology for Telegram's vast user base [5][9] Company Developments - The appointment of Golema is seen as a strategic move to ensure disciplined, execution-focused growth, reinforcing AlphaTON's commitment to delivering tangible results in a competitive market [6][9] - Golema's leadership was highlighted during the TOKEN2049 "Origins" Hackathon, where he successfully guided developer teams in creating practical applications within the Telegram platform [4][5] Strategic Initiatives - Golema's mandate includes deploying AlphaTON's GPU infrastructure to support the Cocoon AI initiative, which aims to provide decentralized AI solutions for Telegram's 1 billion users [6][9] - The company is focused on building infrastructure that promotes data ownership, aligning with broader trends in the tech industry [6][9] Investor Engagement - To enhance transparency and communication with investors, Golema will participate in an upcoming AMA session to discuss his strategic vision for AlphaTON [7]

Core Insights - Trident Digital Tech Pte Ltd is participating in Tencent Cloud Day Singapore 2025, highlighting its strategic partnership with Tencent Cloud focused on AI-powered enterprise transformation [1][2] - The partnership has enabled Trident to migrate its digital service operations to Tencent Cloud, incorporating metaverse solutions and enhancing its flagship product, Tridentity [3][4] Company Overview - Trident is a leader in digital transformation, specializing in technology optimization and Web 3.0 activation, with a mission to become a global leader in Web 3.0 enablement [6] - The company's flagship product, Tridentity, is a blockchain-based identity platform designed for secure single sign-on authentication across various industries [6] Event Details - The Tencent Cloud Day Singapore 2025 event will feature discussions on AI's impact on globalization, with Trident's CTO Leo Tan participating in a panel on enterprise digital transformation [2][5] - The event will include keynotes, customer success stories, and innovation showcases, focusing on various AI applications [5] Partnership Impact - The collaboration with Tencent Cloud has allowed Trident to utilize a comprehensive suite of products, aiming to serve millions of monthly active users by 2025 [4] - Trident's partnership has been transformative, particularly in delivering scalable digital identity solutions across Southeast Asia and Africa [4]

Core Viewpoint - Animoca Brands Corporation Limited, a Hong Kong-based Web3 unicorn, has signed a merger agreement with SPAC Currenc Group Inc. to go public on NASDAQ through a reverse merger, with Animoca shareholders expected to hold approximately 95% of the combined entity's equity [2][3]. Group 1: Merger Details - The merger is anticipated to be completed in 2026, subject to shareholder and regulatory approvals, along with other customary closing conditions [3]. - Currenc Group will establish a dual-class share structure for the transaction, and the board of the new company will consist of members nominated by both parties [2][3]. Group 2: Company Overview - Animoca Brands is recognized as a leader in the digital asset space, focusing on blockchain and tokenized assets to drive Web3 innovation [3]. - The company has received numerous accolades, including being listed in Fortune's top 40 cryptocurrency companies and Deloitte's Technology Fast 50 [3]. - Animoca Brands operates platforms such as Moca Network, Open Campus, and The Sandbox, and has a portfolio that includes over 600 companies and alternative token assets [3]. Group 3: Currenc Group Financials - As of November 3, 2025, Currenc Group's stock price was $2.37, with a market capitalization of approximately $180 million [4]. - The stock has experienced significant volatility, with a 52-week high of $7.08 and a low of $0.33, reflecting a decline of 62.26% from a starting price of $6.28 [6][7].

Core Insights - Animoca Brands is preparing for a potential listing on the Nasdaq stock exchange in 2026 through a strategic reverse merger with Currenc Group [1][2][8] - The reverse merger aims to reintroduce Animoca to public markets after its delisting from the Australian Securities Exchange in 2020 [2][6] - Animoca Brands is currently valued at approximately $9 billion, with the merger potentially increasing this valuation to $10 billion [4][6] Company Details - The proposed reverse merger will involve Currenc acquiring 100% of Animoca's issued shares, resulting in a Nasdaq-listed firm focused on digital asset investments and blockchain applications [4][5] - Post-merger, Animoca Brands shareholders will own 95% of the new entity, while Currenc shareholders will hold about 5% [5][6] - The merger is expected to create a diversified digital assets conglomerate, providing exposure to sectors such as DeFi, AI, and gaming [6][7] Strategic Outlook - Animoca Brands' CEO expressed optimism about the merger, viewing it as a significant milestone towards re-listing [3] - The timing of the merger aligns with favorable regulatory changes for Web3, making it a strategic moment for the company's return to public markets [2][6] - The anticipated launch in 2026 allows for further refinement of the deal between Animoca and Currenc [8]

Core Insights - Animoca Brands, a Hong Kong-based Web3 investment company, has submitted a listing application in the U.S. and plans to go public on NASDAQ through a reverse merger with Singapore's Currenc Group (CURR), with an estimated valuation of approximately $1 billion [1] - The company's projected revenue for 2024 is $165 million, representing a year-on-year increase of 116%, primarily driven by its digital asset advisory and portfolio management business [1] Company Summary - Animoca Brands is pursuing a reverse merger to list on NASDAQ, indicating a strategic move to access U.S. capital markets [1] - The company is experiencing significant revenue growth, with a forecasted revenue of $165 million for 2024, highlighting its strong performance in the digital asset sector [1] Industry Context - The move by Animoca Brands reflects the growing interest and investment in the Web3 space, as companies seek to capitalize on the expanding digital asset market [1] - The anticipated listing and revenue growth may attract further attention to the Web3 investment sector, potentially influencing market dynamics [1]

Core Viewpoint - VSING has established a trading account with OSL Digital Securities Limited, marking its entry into the Web3 industry and aiming to enhance its digital entertainment business through integration with digital assets [1] Group 1: Company Developments - The opening of the trading account is a strategic move for VSING to connect with the growing Web3 industry [1] - The company believes that integrating Web3 functionalities through a trusted and regulated source will create synergies within its ecosystem [1] Group 2: Industry Insights - Digital assets are increasingly prevalent in global commerce, with the Web3 industry being a significant driver of growth and innovation [1] - The growth of the Web3 sector is particularly notable as it represents an emerging market with substantial potential [1]

Core Insights - The crypto markets experienced significant volatility following the October 10 flash crash, but the overall ecosystem has not faced the same level of disaster as in previous instances [1] - Animoca Brands, a leading investment firm in Web3, is planning a U.S. IPO in 2025, marking a strategic shift from its previous focus on mobile gaming [2][3] Company Overview - Animoca Brands has a diverse portfolio that includes major firms like Axie Infinity, Polygon, Kraken, and The Sandbox, reflecting its strong position in the Web3 space [2] - The company transitioned from being publicly listed on the Australian Securities Exchange (ASX) to focusing on Web3, leading to its delisting in 2020 [2][3] IPO Plans - The company aims to relist in the U.S. as market conditions have become favorable, particularly due to a softening regulatory stance in the U.S. that influences global jurisdictions [3] - Animoca Brands has retained a base of retail and institutional investors from its previous public exposure, which is advantageous for its upcoming IPO [3] Market Conditions - The digital asset space is experiencing heightened interest, driven by a pro-crypto approach in the U.S. and increased institutional adoption [4][6] - Despite a significant market wipeout of approximately $19 billion, the crypto market's mature structure and risk management systems have helped it endure the recent flash crash [5][6] Investment Focus - Web3 gaming constitutes about 25% of Animoca's investment portfolio, highlighting its commitment to this rapidly growing segment [5] - The company is positioned as a leader in the altcoin space, capitalizing on the ongoing advancements in the digital asset industry [4]

Core Insights - Beast Holdings has filed a U.S. trademark application for "MrBeast Financial," indicating a potential entry into the cryptocurrency sector [1][2] - The application outlines services such as cryptocurrency payment processing, crypto exchange, and trading through decentralized exchanges (DEXs) [1] - The filing also includes downloadable software and SaaS tools for managing financial services with a focus on crypto functionalities [1] Industry Implications - The move suggests a shift towards fintech and Web3, leveraging MrBeast's substantial audience for potential crypto services [2] - Speculation exists around the possibility of a cryptocurrency exchange or a crypto-linked neobank being developed under the "MrBeast Financial" brand [2] - The application is in early stages and has not yet been assigned to an examiner, highlighting that trademark filings do not guarantee product launches [3]