【🔥Breaking】Digital currency explodes across the board! Dongxin Heping surges to limit up, cross-border stablecoin agreement opens up a trillion-dollar space
📈 Market Update
A-shares: Digital currency concept opens high, Dongxin Heping (002017) hits limit up (has hit limit up 9 times in the past year), Kechuang Information, Tianyang Technology, and Hengbao Shares follow suit! The three major stock indices open high collectively, with the Shanghai Composite Index up 0.24%, continuing a four-week winning streak.
Hong Kong stocks: Stablecoin concept explodes, Huajian Medical soars over 30% in a single day, Blue Harbor Interactive accumulates nearly 100% increase this month, OSL Group and New Fire Technology rise simultaneously.
💎 Core Logic for Limit Up
1️⃣ Digital Renminbi hardware leader
Dongxin Heping has mass-produced digital Renminbi hardware wallet cards and reading and writing devices, connecting with multiple operating institutions, covering high-frequency scenarios such as transportation and utility payments.
2️⃣ Global regulation breaking the ice igniting demand
The U.S. "GENIUS Act" is enacted: Trump officially signs the first federal law on stablecoins, requiring 100% reserve of dollar assets, Coinbase and Robinhood stock prices hit all-time highs.
Hong Kong's dual-track layout: On August 1, the "Stablecoin Regulation" came into effect, Huaxia Fund launched the first Renminbi tokenized fund, establishing a system of "international dollar stablecoins + Hong Kong dollar stablecoins on the mainland."
3️⃣ Domestic policy turning positive
Shanghai State-owned Assets Supervision and Administration Commission and the Industrial Internet Research Institute are intensively discussing stablecoin strategies, with the policy tone shifting from "strict control" to "inclusive development," offshore Renminbi stablecoins may become a breakthrough point.
🚀 Future Catalysts
Corporate holding trend rises: Listed companies' Bitcoin holdings increased by 120% year-on-year (for instance, Strategy's stock price has quintupled in a year), clearer regulations may stimulate more companies to allocate crypto assets.
Rare earth + military industry synergy: Rare earth control upgrades (humanoid robots create demand for high-end magnetic materials) + Fujian ship about to be put into service, both belong to the strategic technology main line along with digital currency.
⚠️ Risk Warning
Beware of token unlocking selling pressure (over $27 million unlocking this week);
Dongxin Heping's short-term rise is significant, caution against profit-taking.
Layout Suggestions: Hardware device manufacturers (positioning in digital Renminbi), cross-border settlement agreement parties, and compliant trading platforms in Hong Kong are three major directions with relatively high safety margins.
#Today's Topic: Will the stablecoin bill push Bitcoin to challenge $150,000?
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