《Unveiling the Underbelly of Institutions! Guotai Junan Soars 190%: Chinese Brokers Enter the Scene, the End of Retail Investors is Near!》

Personal Core Viewpoint: Traditional institutions are not here for a revolution, but for dimensional harvesting!

1. I believe the surge is essentially policy arbitrage

Guotai Junan International secured Hong Kong's 'full license for virtual assets' and soared 190% in a single day—I dare say this is the premium from license monopoly! Hong Kong is pushing for RWA compliance, and traditional brokers are leveraging policies to reap benefits; in my view, this completely betrays the spirit of decentralization.

2. I expose two paths for harvesting retail investors

Guotai Model (I personally disdain): Slapping a blockchain label on traditional financial products, I deeply suspect this is just a new trick for repackaging junk bonds, still charging exorbitant underwriting fees!

HashKey Model (a personal experience with negative reviews): Superficially compliant but actually centralized, withdrawal fees as high as 0.15%; after personal testing, I concluded this is just the Hong Kong version of Coinbase!

3. I warn: Hong Kong stocks 'coin stocks' are all bubbles

Boyaa Interactive hoarding 3351 BTC and its stock price doubles? I checked the financial report: its main gaming business loses 200 million annually, trading coins is purely a desperate struggle!

Guofu Innovation buys coins for 36 million HKD? I compared and found: it’s not even a fraction of MicroStrategy's holdings, clearly riding the wave to harvest retail investors!

Based on my years of experience in the cryptocurrency space: these stocks are just schemes orchestrated by dealers in conjunction with listed companies!

4. I find the real opportunity in 'selling shovels'

The 'Stablecoin Regulation' takes effect in August; I firmly believe three types of companies will profit:

Bank channel merchants (Standard Chartered, ZA Bank): Earning passive income from stablecoin deposits and withdrawals;

Compliance custodians (XH Technology, OSL): A necessary path for institutional entry;

On-chain infrastructure stocks (Okex Cloud Chain): Exploding demand for blockchain data.

5. My heartfelt advice to retail investors

I will never touch 'tokenized securities'! Guotai's on-chain government bonds may yield less than 3% annually, purely an IQ tax;

I strongly warn to stay away from small-cap coin stocks in Hong Kong! After a 190% surge, there will definitely be casualties;

I predict the next license will be issued to the Hong Kong Stock Exchange, at which point all platforms will have to kneel!

The next 10x coin is about to be born; on July 30, the day of the interest rate cut, the 10x coin code will be announced, stay tuned! #加密市场反弹