Breaking news: Global capital has gone crazy, Hong Kong has detonated a "policy nuclear bomb"
Historic turning point: On August 1, the Hong Kong (Stablecoin Ordinance) officially came into effect, and the world's first comprehensive regulatory framework for legal currency stablecoins was implemented! The US (GENIUS Act) was signed by Trump at the same time. The two major financial centers jointly ushered in the "compliant stablecoin era", and the stablecoin market with a market value of US$230 billion will expand tenfold.
Capital giants rush to the beach: Ant, JD.com and other giants compete for the first batch of stablecoin licenses in Hong Kong (only a single-digit number of places are available), and Hong Kong-listed crypto concept stocks soared ahead of schedule - Linekong Interactive doubled within the month, and OSL Group soared 7% in a single day!
China’s hidden layout: Hong Pizhen, Chairman of the Hong Kong Securities and Futures Commission, suddenly revealed explosive information - the next step is to launch the "global asset tokenization", Lujiazui commercial real estate and SAIC supply chain income rights will be tokenized on the chain, and liquidity will increase by 17 times!
[Devastating impact on the cryptocurrency circle: the grassroots channel for getting rich quickly is closed, and the new king emerges]
The end of the "Wild Dog Scheme": Hong Pi-cheng warned that "stablecoins are by no means a tool for speculation", the Hong Kong Monetary Authority has cleared the field with an iron fist, and algorithmic stablecoins and air coin projects will be eliminated by cross-border long-arm jurisdiction.
The institutional stranglehold has begun: BlackRock and JPMorgan Chase have entered the market with trillions of dollars, JPM Coin has upgraded its retail version, USDC Treasury reserves have been taken over by Wall Street, and retail investors’ currency trading has completely become “leek feed”!
The password for domestic capital to flee is broken: Zhejiang Small Commodity City tests cross-border settlement of "digital RMB → offshore stablecoin", the Shanghai state-owned enterprise RWA pilot is launched, and the gray capital channel is replaced by compliance!
[Three major wealth-making tracks: those who plan ahead reap trillions of dividends]
Track 1: RWA asset tokenization (annualized 40%+ post-sleep income)
Hong Kong has become a test field: Use Hong Kong dollar stablecoin to purchase tokenized commercial real estate, transaction costs plummeted by 60%, Lingang Group's 3 billion industrial park was split into millions of tokens, and retail investors can become landlords in the core business district with 10,000 yuan!
Giants are rushing ahead: Hua Xia Fund launched the world's first RMB stablecoin fund, anchored to government bond returns; a Singapore asset management company issued an "interest-bearing stablecoin", and holders of the currency will enjoy an annualized rental dividend of 4.7%.
Lao Zhu’s strategy: Ambush leading RWA tokens (such as $ONDO, $POLYX) at low prices, and snipe on-chain projects with state-owned backgrounds such as Lujiazui and Shenneng Group!
Track 2: Compliant Stablecoin License Ecosystem (License Scarcity = 100x Valuation)
The license war is heating up: the Hong Kong Monetary Authority has received 11 applications (only 3-5 in the first batch), non-bank institutions need to pay HK$25 million in cash, and reserve assets must be 100% independently managed - the value of the license is comparable to a "crypto Hong Kong Stock Exchange seat."
Hidden winner revealed: Stablecoin issuers must be connected to traditional banks (Standard Chartered and ZhongAn Online have already secured a position), and holders of platform coins such as $BNB and $HT will reap all the transaction flow dividends!
Lao Zhu’s strategy: Invest heavily in licensed Hong Kong stock platforms (OSL Group/Xinhuo Technology), and deploy compliant stablecoin protocols such as $ENA!
Track 3: Enterprise-level crypto interest-earning (0-risk arbitrage on Wall Street)
New financial techniques of listed companies: SharpLink, BitMine, etc. use ETH pledge to cover 30% of operating costs. The amount of ETH pledged by enterprises has exceeded 35 million, with an annualized return of 5%+1!
Disruptive model: Meme coin $PUMP introduces a token repurchase mechanism, SocialFi project Funs.AI borrows the US (CLARITY Act) to exempt securities regulation, and retail investors’ token rewards are legalized!
Lao Zhu’s strategy: Bottom-fishing $ETH pledge concept stocks (such as BitDigital), and ambush corporate treasury model copycat tokens!
Lao Zhu's summary tips:
It is recommended to clear out the stablecoins! Especially those with the names containing "algorithm" and "elasticity", which will be hit hard by zero next month!
The only way out for ordinary people: hold on to compliance! Open a Hong Kong account (OSL/HashKey), invest in RWA tokens ($ONDO), and hoard ETH to enjoy institutional staking bonuses!
When the policy is released, those who rush to the front will eat meat, and those who squat at the back will eat dirt! Which side do you choose?
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