【Exclusive Insider】 On August 4, the Hong Kong Monetary Authority revealed to top investment bankers that JD.com and Ant Group have disappeared from the list of the first batch of stablecoin licenses! The two technology giants, which had the highest expectations, unexpectedly dropped out, causing a market shock. According to sources from the regulatory authorities, the 'traditional financial association risk' became a fatal flaw during compliance review. JD.com, relying on JD Technology, and Ant, backed by Alibaba's complex ecosystem, are likely to trigger cross-market risk transmission and face a regulatory 'veto'!
【Nuclear Explosion Level Impact】
Compliance stablecoin reshuffle: Only 2-3 licenses may be issued in the first batch, with OSL, HashKey, and other local licensed exchanges in Hong Kong becoming the biggest winners! The market predicts that on the eve of the license issuance at the end of August, the stock prices of compliant stablecoin issuers will surge violently (focus on Hong Kong stock BC Technology Group (0863.HK))
USDT lightning battle launched: Tether quickly formed a compliance team in Hong Kong and secretly submitted a filing for the 'Hong Kong Dollar Stablecoin'! If USDT's reverse merger is approved, it will swallow 30% of the Asian market share, and BTC may break through $72,000!
Chinese giants' Web3 path broken: Ant Chain and JD Smart Chain's cross-border payment ecosystem have been severely hit, and the Hong Kong market may become a 'private battlefield' for international compliant players!
【Wealth Code】
Urgently shorting Ant concept tokens: Tokens like ANT and ACH collaborating with Ant Chain are likely to be sold off (24-hour monitoring of whale movements on-chain!)
Ambush on Hong Kong compliant targets: OSL platform token OSL surged 47% in a week, and the RWA project Tprotocol (TCT) invested by HashKey Capital saw a 300% increase in 24-hour trading volume!
Betting on regulatory arbitrage: Singapore and Dubai quickly extend olive branches to the outgoing giants, and the cross-border stablecoin protocol Manta (MANTA) becomes a new casino!
