Core Viewpoint - AMTD IDEA Group, AMTD Digital Inc., and The Generation Essentials Group are integrating cryptocurrencies into their liquid fund strategy, which totals approximately USD240 million as of June 30, 2025 [1][2]. Group 1: Cryptocurrency Strategy - The companies plan to prioritize Bitcoin (BTC), Ethereum (ETH), and Tether (USDT) in their cryptocurrency portfolio [2]. - The Generation Essentials Group (TGE) will focus on exploring opportunities in the tokenized crypto assets segment, leveraging its media, entertainment, and hospitality platform [2]. Group 2: Company Overview - AMTD Group operates across various sectors, including media and entertainment, education and training, and premium assets and hospitality [3]. - AMTD IDEA Group serves as a diversified institution and digital solutions provider, connecting companies and investors with global markets [4]. - AMTD Digital Inc. offers a comprehensive digital solutions platform, including digital media, content, marketing services, and hospitality [5]. - The Generation Essentials Group focuses on global strategies in multimedia, entertainment, and hospitality, comprising a diversified portfolio of media and entertainment businesses [6].

Group 1: Bitcoin and MicroStrategy's Strategy - Bitcoin has become the world's fifth largest asset class with a valuation of $2.27 trillion, surpassing silver [1] - MicroStrategy's founder Michael Saylor made a significant decision to use the company's balance sheet to buy Bitcoin, resulting in a 2,461% increase in Strategy shares over the past five years, outperforming the S&P 500 Index's 93.1% gains [1][2] Group 2: BitMine Immersion Technologies and Ethereum - BitMine Immersion Technologies is the leading Ethereum treasury company, focusing on ETH as its primary treasury reserve asset and leveraging staking and decentralized finance mechanisms [3][4] - The company currently holds over 1.5 million ETH valued at approximately $6.59 billion, aiming to purchase 5% of the total ETH supply [4] Group 3: Ethereum's Market Potential - Tom Lee predicts that Ethereum is experiencing a "Bitcoin 2017" moment, suggesting significant price potential for ETH based on past Bitcoin performance [5] - The stablecoin market is expected to drive more activity and fees on the Ethereum network, as most stablecoins are issued on the Ethereum blockchain [10][13] Group 4: Stablecoin Growth and Regulation - The GENIUS Act has been passed, providing a regulatory framework for stablecoins, which is anticipated to spur growth in the industry [11] - US Treasury Secretary Scott Bessent believes dollar-backed stablecoins will enhance the dollar's global status and could become major buyers of US Treasuries [12] Group 5: Broader Adoption of Ethereum - Companies like SharpLink Gaming and World Liberty Financial are adopting Ethereum reserve strategies, indicating a growing trend among firms to follow the treasury strategy pioneered by MicroStrategy [15] - Ethereum is expected to benefit from the growth of tokenized assets, which could reach over $16 trillion by 2030, with Ethereum hosting more than 50% of all tokenized asset value [14]

据链上追踪数据显示，Tether（USDT）和USDC的以太坊转账频率环比上周上升9.2%，流向分布则出现新的集中趋势，部分资金开始绕开中心化平 台、直接进入支持链上撮合的DeFi协议，其中以XBIT系列平台为代表的去中心化交易网络受到了显著关注。XBIT.Exchange去中心化交易平台近期 数据显示，链上稳定币交易量在过去72小时内增长超过14%，该平台无需KYC、无封控和人工审核机制，用户资产由个人私钥直接控制，所有交易 在链上通过智能合约自动完成。稳定币路径的改变正在对美股投资者行为产生双向反馈。一方面，部分美股散户开始通过稳定币通道规避跨境汇兑 复杂流程，利用如XBIT去中心化交易平台这类工具优化交易效率。另一方面，稳定币流向成为宏观市场流动性的前瞻信号。据链上聚合平台 Glassnode数据显示，USDT在Polygon与BSC网络上的净流入自上周开始转负，在Arbitrum与Base链上则加速累积，说明投资者正在重估风险暴露结 构，偏好具备快速赎回能力和低滑点交易体验的平台。 图源:BOSS wallet 图源:BOSS wallet 美国监管层对稳定币流通机制的关注度不断上升。美联储理事库克公 ...

Company Overview - M3-Brigade Acquisition V Corp. has completed a transaction where MI7 Sponsor, LLC, along with Reeve Collins, purchased 7,187,500 Class B ordinary shares and 5,043,750 private placement warrants for a total of $6,467,500 [1] - Following the transaction, M3-Brigade plans to seek a business combination target in the digital assets industry and intends to change its name to CCRC Digital Assets Corp. [2] Leadership Changes - Reeve Collins, co-founder of Tether, has been appointed as the Chief Executive Officer, while Chinh Chu from CC Capital has been named President [3] - New board members include Thomas L. Fairfield and Edward Murphy, both of whom bring extensive experience in finance and strategic consulting [6] Industry Focus - The company aims to focus on digital assets, leveraging Collins' background in the space, including his role in co-founding Tether and BLOCKv, which are significant players in the digital asset and NFT markets [4] - CC Capital, led by Chinh Chu, has a history of creating SPACs and investing in high-quality businesses, which aligns with M3-Brigade's strategic direction [5][8]

Core Insights - HTXMining is introducing a cryptocurrency staking platform that aims to set industry standards with secure and high-yield staking options, appealing to both new and experienced investors [1][2]. Group 1: Staking Features - The platform allows users to stake popular cryptocurrencies such as Ethereum (ETH), Bitcoin (BTC), Solana (SOL), and Tether (USDT) with options for Locked Staking and Liquidity Staking [2]. - Users can earn up to 5.5% APY on select staking plans, ensuring high short-term returns [4]. - A principal refund guarantee is provided, ensuring full capital security while users earn daily rewards [4]. Group 2: User Experience - HTXMining offers instant liquidity, allowing users to withdraw or re-stake assets without penalties in Liquidity Staking [4]. - The platform features a user-friendly interface that requires no technical knowledge, enabling users to stake in seconds with just a few clicks [4]. - A free trial plan is available, allowing users to start with a $100 risk-free staking option [4]. Group 3: Community Engagement and Earnings - HTXMining has an Affiliate Program where users can earn commissions by referring new investors, creating opportunities for passive income [5]. - The Million Bounty Program rewards users for promoting the platform through various engagement activities, such as blogging and social media marketing [6]. - An example of potential earnings includes a $10,000 investment over 15 days, yielding a total of $11,500, which includes a net profit of $1,500 and a return rate of 15% [6]. Group 4: Getting Started - To begin staking, users need to link their crypto wallet to the platform, choose a staking plan, and start earning rewards that accumulate daily [9].