Author: Yue Xiaoyu
The trend of integrating cryptocurrencies and stocks is accelerating!
Just saw the latest information, the U.S. listed company CIMG (NASDAQ: IMG) is co-building an AI health monitoring product with FLock.
Behind this, one can actually see many things; here I share some of my own views.
1. Currently, the integration of cryptocurrencies and stocks is still in the first phase: holding coins.
This is a very basic form, and of course, it is the simplest way to combine.
But in the long run, there will inevitably be a transition from holding coins to using coins.
Public companies purchase cryptocurrency assets to hold, relying on the long-term rise in token prices to provide narrative space for the listed company.
The key is that cryptocurrencies are very cyclical; when a bear market arrives, the continuous drop in token prices may lead to a double whammy for both coins and stocks, resulting in a downward spiral and collapse.
The unlocking of liquidity is just the first layer; the deeper integration is the innovative gameplay that combines traditional finance and decentralized finance.
Tokenization may not simply represent equity; it can also combine various rights, thus integrating with the businesses of real companies.
For example, the listed company Pop Mart may allow token holders to not only receive dividends but also have a priority purchase right for labubu physical products in the future.
Stock on the chain is not a simple 1:1 mapping but a transition from a closed world to an open world, where the composability on the chain is stronger and the gameplay is more diverse.
This can fully open up a company's narrative ceiling.
2. Some projects have already begun to promote the transition from holding coins to using coins.
From holding coins to using coins, a typical case is FLock.io.
This project has not just remained a concept but has made clear progress.
FLock is a decentralized AI project that has already been implemented in industries such as government, finance, and healthcare.
FLock is currently bringing privacy-protecting AI into consumer health vertical scenarios.
In consumer health scenarios, privacy protection can be said to be crucial.
The U.S. listed company will add FLOCK to its corporate treasury, mainly because their business needs the privacy-protecting AI technology provided by FLock.
The two companies are jointly developing LifeNode (AI health monitoring and recommendation product), which combines privacy-protecting AI and blockchain technology to directly provide users with customized health management and advisory services.
Buying coins is for using coins, and using coins is to enhance business; this is the model that can drive stock prices and business synergy in the long term.
3. To summarize
I originally thought that the integration of cryptocurrencies and stocks would develop in three phases:
Phase one: Unlock liquidity, traditional enterprises gain global liquidity, and cryptocurrency projects receive funding support from compliant institutions.
Phase two: Innovative financial gameplay emerges, fully utilizing the composability of the on-chain financial system.
Phase three: Deep integration of tokens and actual business, where critical elements such as products, enterprises, equity, rights, and financial instruments can be fully interconnected and integrated.
Currently, innovative financial gameplay has not yet emerged, but the combination of tokens and business has already appeared, which is from holding coins to using coins.
We can continue to pay attention to such projects.
