Hey crypto enthusiasts, ever heard of Toncoin. It's not just another cryptocurrency. It's backed by Telegram's massive user base.Imagine a billion potential users ready to adopt this blockchain technology. Ton or the open network was originally developed by Telegram but is now communitydriven. What makes it special.Lightning fast transactions, scalability, and userfriendly apps built right into Telegram. It's like having a crypto powerhouse in your pocket. With TON, you can send payments, create smart contr ...

XBIT Wallet 9月28日讯，全球金融体系正经历一场深刻的技术与政策变革。在英国，由英国金融公司协 调，巴克莱银行、汇丰银行、劳埃德银行集团等六大金融机构已启动代币化英镑存款的现场测试，这一 试点将持续至2026年中期，重点探索市场、再抵押和数字资产结算。代币化存款作为现有银行货币的可 编程数字版本，旨在提升效率、减少欺诈并加强控制，同时获得英格兰银行支持，被视为比私人稳定币 更安全的方案，因为它将资金保留在受监管的银行体系内。与此同时，加密货币领域也迎来创新，如 STBL推动的"稳定币2.0"允许用户将国债代币化为抵押品，而Snorter等项目的预售热潮和质押奖励凸显 了市场对高收益数字资产的兴趣。然而，风险亦不容忽视：一份报告披露，逃避制裁的实体利用USDT 和Toncoin等加密货币干预选举，暴露了链上活动的潜在滥用。 在此背景下，美联储理事鲍曼的言论进一步搅动市场，她呼吁美联储缩减资产负债表规模，使其准备金 余额接近"稀缺水平"，并支持只持有国债、倾向于短期证券的资产结构，同时考虑积极出售抵押贷款支 持证券。鲍曼还强调，如果当前经济状况持续，未来政策调整可能需"更快的速度和更大的力度"，这暗 ...

Company Strategy - AlphaTON Capital (ATON) plans to acquire approximately $100 million in Toncoin to establish a Telegram-focused digital asset treasury [1] - The company's stock ticker will change to ATON on September 4 [1] Funding and Financing - AlphaTON Capital raised $38.2 million through a private placement [1] - The company secured a $35 million loan from BitGo Prime [1]

Strategic Pivot - Verb Technology acquires $713 million in Toncoin [1] Financial Implication - The acquisition represents a significant investment, potentially impacting Verb Technology's financial strategy and asset allocation [1]

Financial Highlights - Verb Technology (即将更名为 Ton Strategy Company) 宣布拥有 780 million 美元的国库资产 [1] - 国库资产中包含 713 million 美元的 Toncoin [1] Strategy - 公司正在执行 $TON 积累策略 [1]

Core Viewpoint - Verb Technology Company, Inc. has successfully closed a $558 million private placement to support the acquisition of Toncoin, the native cryptocurrency of The Open Network blockchain, aiming to become the largest publicly traded treasury reserve of Toncoin [1][3]. Company Strategy - The majority of the net proceeds from the PIPE transaction will be used to acquire Toncoin, which will serve as the primary treasury reserve asset for the company [3]. - The company plans to generate sustainable staking rewards from its Toncoin holdings to manage and grow its exposure in a cash flow positive manner [3]. - Verb Technology Company intends to rebrand as TON Strategy Co. to reflect its new focus on digital assets while continuing to operate its existing business units [3]. Investment Participation - The PIPE transaction involved approximately 58.7 million shares of common stock and participation from over 110 institutional and crypto-native investors, including notable firms such as Vy Capital, Blockchain.com, and Ribbit Capital [2]. - The transaction was led by Kingsway Capital, which played a significant role in the placement [2]. Leadership and Advisory Team - The company will be led by a team with extensive experience in digital assets, including Executive Chairman Manuel Stotz, who has over 15 years of investment experience in the blockchain ecosystem [5]. - CEO Veronika Kapustina has a background in capital markets and blockchain, having previously served as a Senior Advisor to the TON Foundation [5]. - CFO Sarah Olsen brings expertise from her previous role at JP Morgan, focusing on blockchain and tokenized assets [5]. Company Overview - Verb Technology Company operates in the social commerce space, leveraging technology and video marketing to enhance customer engagement and conversion rates [7]. - The company has developed a multi-vendor, livestream social shopping platform, integrating advanced AI capabilities for content creation and audience interaction [7].

Financial Strategy - Verb Technology 将使用私募获得的 5.58 亿美元资金开始囤积和质押 Toncoin [1]

Company Highlights - Verb (Nasdaq: VERB) raised $558 million [1] - Verb is on track to hold approximately 5% of Toncoin's total supply [1] Strategic Partnerships & Leadership - Manuel Stotz (Director of an unspecified entity) leads the effort [1] - Peter (OneMorePeter), CEO, serves as a special advisor [1] - Nic Cary, Co-Founder, is joining the board [1] Technology & User Base - The initiative aims to power Telegram's network of over 1 billion users [1]

Company Strategy - Verb Technology 将更名为 TON Strategy Co (TSC)，旨在推出首家公开上市的 Toncoin (TON) 国库策略公司 [1] - 公司通过私募融资 558 million 美元，用于支持新的 TON 策略 [1] Investment & Funding - Kingsway Capital 领投了此次融资 [1] - 超过 110 家机构和加密货币原生投资者参与了此次融资 [1]

Core Viewpoint - Robinhood Markets (HOOD) is currently trading at a significant premium compared to the industry average, raising questions about whether this valuation is based on long-term growth potential or is disconnected from current fundamentals [2][3]. Group 1: Valuation and Market Position - HOOD has a forward price/earnings (P/E) ratio of 67.23X, significantly higher than the industry average of 14.81X and its peers, Charles Schwab (19.40X) and Interactive Brokers (32.26X) [2][10]. - The premium valuation may be justified by Robinhood's transformation into a diversified global financial services platform, moving beyond retail brokerage into wealth management, advisory services, and consumer finance [30][31]. Group 2: Global Expansion and Product Diversification - Robinhood is expanding its global presence with new product offerings, including tokenized U.S. stocks and ETFs for EU investors, and plans to launch an advanced desktop platform in the U.K. [5][10]. - The company has acquired WonderFi Technologies to strengthen its position in the growing crypto market and plans to establish a new office in Singapore as its Asia-Pacific headquarters [6][7]. - Robinhood's acquisition of Luxembourg-based Bitstamp positions it to enter Singapore's digital assets market, enhancing its crypto product suite [8][17]. Group 3: Business Model Evolution - The company has reduced its reliance on transaction-based revenues from 75% in 2021 to approximately 56% in 2024, indicating a shift towards a more diversified revenue model [11]. - New initiatives include Robinhood Strategies, Banking, Cortex, and a prediction markets hub, aimed at enhancing wealth management offerings [12][14]. - The acquisition of TradePMR and Pluto Capital Inc. further diversifies Robinhood's services, allowing it to cater to wealthier investors and expand into consumer finance [14][15]. Group 4: Cryptocurrency Focus - Robinhood's focus on cryptocurrencies is expected to drive revenue growth, supported by increasing investor interest and the pursuit of Markets in Crypto-Assets Regulation (MiCA) licenses for operations across the European Economic Area [16][18]. - The company currently supports major cryptocurrencies, including Bitcoin, Ethereum, and Dogecoin, positioning itself to capitalize on the growing digital asset market [18]. Group 5: Financial Health and Shareholder Returns - Robinhood announced a share buyback plan of up to $1 billion, with $833 million remaining as of April 30, 2025, reflecting strong cash reserves of $4.42 billion [19][20]. - The Zacks Consensus Estimate for HOOD's earnings indicates a bullish sentiment, with projected year-over-year growth of 20.2% in 2025 and 28.1% in 2026 [24][27]. Group 6: Regulatory Environment - Robinhood faces regulatory scrutiny, including investigations into its crypto operations and past fines for securities law violations, which may impact its growth prospects [21][22][23].