[Exclusive revelation] The insider story of Hong Kong's stablecoin license 'invitation system' is exposed! The landscape of the crypto space will change dramatically? These 3 types of people will make a fortune!
Senior analyst Zhuque deeply interprets: Why this license reform may be more explosive than the 'Hong Kong Web3 Conference'?
The Hong Kong Monetary Authority is about to launch the 'invitation application system' for stablecoin licenses, which seems like a routine regulatory move on the surface, but actually hides a super signal of power reshuffling in the crypto space! As a senior analyst tracking Hong Kong policies for 3 years, I dare say - this may be one of the most far-reaching events on the global crypto market since the 'Hong Kong Web3 Conference'!
Why? Because this time the license issuance method completely subverts the traditional model! It's no longer 'anyone can apply', but 'regulators choose candidates' - only invited institutions can enter. What does this mean? Resources, traffic, and discourse power will accelerate towards the head, while retail investors and small projects may completely be reduced to 'accompanying runners'!
In-depth analysis of the news: Who is invited? Who is abandoned?
According to reliable sources, the first batch of invited institutions may include:
Traditional financial giants: such as HSBC, Standard Chartered, etc., which have laid out digital assets;
Tech giants: Ant Group, Tencent Financial Technology, and other players with cross-border payment experience;
Compliant exchanges: licensed Hong Kong exchanges such as OSL and HashKey.
However, small and medium-sized project parties and independent developers may not even have the qualifications to apply! This directly leads to - the discourse power of the stablecoin market will be monopolized by giants, and the competitive landscape of USDT and USDC may be rewritten!
Impact on the crypto space: 3 major strikes, how should retail investors respond?
1. The stablecoin war escalates! The era of USDT's dominance comes to an end?
If Hong Kong issues local stablecoin licenses, it will directly challenge USDT's position in Asia. Invited institutions may launch a 'compliant version of stablecoin', and future exchanges may be forced to list 'Hong Kong stablecoin', potentially diverting USDT liquidity!
2. Project life and death: No license = marginalized?
Future DeFi and cross-border payment projects operating in Hong Kong that cannot connect to 'licensed stablecoins' may face 'compliance death'. Especially small exchanges and NFT platforms that rely on USDT settlement may be forced to exit the market!
Zhuque's perspective:
Positive direction:
Hong Kong concept coins: such as OSL's parent company BC Technology Group, HashKey;
Compliant stablecoin projects: if Circle participates in the Hong Kong license competition, stock prices may soar;
Cross-border payment track: Old players like Ripple, which once cooperated with the Hong Kong Monetary Authority, may 'revive'.
The 'invitation system' for Hong Kong stablecoin licenses is positive for BTC's trend.
Unlicensed stablecoin projects: some small stablecoins in Southeast Asia may be abandoned by the market;
Exchanges relying on gray funds: if they cannot connect to licensed stablecoins, user trust will plummet!
Immediately pay attention to the dynamics of licensed institutions in Hong Kong: especially the partner list of OSL and HashKey, and the ecological tokens that co-invest with them;
Is the wind too cold at the forefront? Pay attention to Zhuque, the Zhuque Heat Core team is already in place! Only igniting the prairie fire of ambitious madmen! #上市公司加密储备战略 $BTC
