开炮开炮

企业界对加密资产的兴趣正从北美蔓延至亚洲，而这一次，浪潮的中心出现了一个与阿里巴巴创始人马云紧密相关的名字。2025年9月2日，在香港交易所上市的金融服务公司——云锋金融集团有限公司（股份代号：376.HK）发布公告，正式宣布已动用公司内部现金储备，在公开市场购买了10000枚以太币（ETH），总投资成本（含费用）高达4400万美元。

这一举动不仅标志着一家具有深厚背景的亚洲金融机构正式加入全球企业加密资产储备的行列，更因其公告中透露的未来计划——将继续探索购买比特币（BTC）、Solana（SOL）等主流数字资产，而引发了市场的广泛关注。此举被普遍解读为，由马云联合创立的资本力量，正以一种前所未有的姿态，全面拥抱Web3变革。

马云概念股

根据云锋金融向香港联交所提交的自愿性公告，此次购买10000枚以太币的决策已获得董事会批准，资金完全来源于集团内部的现金储备，并未进行任何外部融资。公告明确指出，所购入的以太币将在集团的财务报表中被列为“投资资产”。

然而，这笔4400万美元的投资仅仅是开始。云锋金融在公告中清晰地描绘了其更为宏大的数字资产战略。董事会表示，除了以太币之外，公司计划进一步探索将包括比特币（BTC）、Solana（SOL）在内的多元化主流数字资产纳入公司的战略储备资产中。

这一系列计划表明，云锋金融的目光并非局限于单一的加密资产，而是旨在构建一个多元化的数字资产投资组合，作为其长期战略的一部分。公司强调，将密切监察市场发展、监管环境及自身财务状况，以适时调整其储备资产的规模。

云锋金融之所以引发如此大的关注，很大程度上源于其与马云的深厚渊源。该公司是知名私募股权公司云锋基金（Yunfeng Capital）旗下的上市金融平台，而云锋基金正是由马云和虞锋在2010年联合创立的。公开资料显示，马云通过其控股实体间接持有云锋金融相当一部分股权，这使得此次购买行为被市场形象地称为“马云间接持有ETH”。

更有趣的是，云锋金融的董事会中还出现了一位加密行业的重量级人物——肖风。肖风不仅是万向集团和香港合规虚拟资产交易所HashKey Group的董事长，同时也是云锋金融的独立非执行董事。他还是以太坊早期投资者、分布式资本的创始合伙人。这一层关系无疑为云锋金融的加密战略增添了深厚的行业背景和专业视野。有市场消息甚至爆料，此次云锋金融购买以太币的交易正是通过HashKey平台完成的。

Web3和RWA的战略转型

云锋金融在公告中反复强调，此次购买以太币并非单纯的财务投资或市场投机，而是服务于公司更深层次的战略转型。这场转型的核心，是全面拥抱Web3、现实世界资产（RWA）代币化、数字货币和人工智能等前沿科技领域。

董事会认为，将以太币等数字资产纳入战略储备，至少能带来三大核心价值：
基础设施支持：持有以太币能够为集团未来开展的现实世界资产（RWA）代币化活动提供关键的基础设施支持。优化资产结构：将数字资产作为储备可以优化公司现有的资产结构，并有助于“减少对传统货币的依赖”。推动业务创新：公司将积极探索以太币在其核心保险业务中的潜在应用模式，并开发与Web3技术相适应的创新业务场景，最终目标是实现金融与科技的全面有机融合，提升客户的服务体验与金融自主权。

从这些表述中可以看出，云锋金融正将以太币视为构建下一代金融服务的基石，而非仅仅是一个价值储存工具。市场对此反应积极，公告发布后，云锋金融（0376.HK）的股价应声上涨，当日收盘时录得9.55%的显著涨幅，显示出资本市场对该战略的高度认可。

亚洲金融巨头的新动向

云锋金融的这一举动，使其成为继北美多家上市公司之后，又一家采取加密资产储备策略的重量级企业，也标志着这股浪潮正强劲地涌向亚洲。 此前，以Michael Saylor领导的Micro Strategy（现已更名为Strategy）大量购买比特币而开创了企业“囤币”的先河。

近几个月，这股风潮开始向以太坊倾斜。包括体育博彩公司SharpLink Gaming、数据中心运营商Bitmine Immersion Technologies以及The Ether Machine在内的多家上市公司，都已开始大规模买入并持有以太币作为公司储备。

然而，云锋金融的入局具有特殊意义。作为一家总部位于香港、业务遍及亚洲的综合性金融服务公司，它的行动被视为亚洲传统金融机构对加密资产生态系统深化接纳的一个重要信号。 此举不仅可能在亚洲地区引发示范效应，也为香港作为国际虚拟资产中心的地位增添了有力注脚。

总之，云锋金融斥资4400万美元购入10000枚以太币，并计划继续加码比特币和Solana，这无疑是2025年加密资产领域颇具影响力的事件之一。这不仅因为“马云概念股”的光环，更因为它清晰地表明，一家亚洲主流金融机构正将数字资产从边缘的另类投资，提升到关乎未来发展的核心战略层面。

这次购买行为超越了简单的资产配置，它是一次面向Web3时代的战略宣言和基础设施布局。随着香港等地的监管框架日趋明朗，我们有理由相信，未来将有更多像云锋金融这样的传统行业巨头，跨越传统金融与数字世界的鸿沟，成为推动下一轮金融创新的关键力量。
$BTC

Recently, the fluctuations in the crypto circle have made many investors exclaim 'heart racing'—the short premium rates of Bitcoin options and MSTR suddenly surged, and on August 25, there was another wave of sudden crashes without warning, with Ethereum's price soaring and then falling back. What secrets are hidden behind these signals? We use three sets of key data to analyze the current market situation, helping you grasp the changes in September!

Signal 1: Market sentiment 'brake pads' activated

As the inflow of funds into Bitcoin ETFs slows down, the short premium rate of 'Bitcoin concept stocks' like MSTR has risen to historical highs. Behind this is the divergence of institutional funds—on one side, traditional funds are indirectly leveraging Bitcoin through MSTR (the model of issuing bonds to buy coins and recursively issuing stocks makes MSTR a 'call option without an expiration date'), while on the other side, short-term profit-taking is being realized at high levels. Data shows that MSTR's current premium rate exceeds 112%, reflecting that the market's expectations for further Bitcoin price increases have already been exhausted.

The popularity of EME coins has decreased significantly, but the chain is not lonely! The three new concepts of ICM, CCM, and PM are quietly igniting market enthusiasm. From Solana to Base, from well-known traders to grassroots entrepreneurs, players from all walks of life are scrambling for this pass to the future of Web3.

ICM: The "Nasdaq" Dream of the Blockchain Circle

When it comes to the most eye-catching, it has to be ICM (Internet Capital Market). Solana's official endorsement aims to turn this public chain into a high-frequency trading artifact. Take a look at the Believe platform's LAUNCHCOIN, which skyrocketed to a market value of hundreds of millions of dollars with its "tweet-as-token" approach! Recently, the emerging WLFI stablecoin has teamed up with BONK.fun, leading to an instant explosion in buying of the related project tokens. Not to mention those Pokémon card platforms that often create trading myths worth tens of millions of dollars, which is truly exhilarating to watch.

A few days ago, on August 29, 2025, at the Hong Kong Convention and Exhibition Centre, Eric Trump's voice resonated with the heatwave of cryptocurrency: 'Bitcoin will break $1 million, and we are witnessing a new era of currency!'

In the audience, holders of the $3,499 whale passes excitedly raised their phones to record, some furrowed their brows taking notes, while others pondered the real-time price of $118,000 on the screen. This summit, named 'Bitcoin Asia 2025', is significant due to the presence of this American president's son.

Bitcoin has replicated the history of humanity in early civilizations, different races, and different tribes, who used gold as a general equivalent. The current estimated number of direct holders of Bitcoin is roughly 100-150 million, while indirect holders through trust funds, ETFs, stocks, and other channels are estimated to be in the tens of millions, potentially bringing the overall scale to about 200 million people.
An entity that can gather the consensus of 200 million people has already surpassed the backing ability of most fiat currencies. If Bitcoin is considered a Ponzi scheme, then by the same standard, all fiat currencies except the US dollar, euro, Chinese yuan, Indian rupee, and Swiss franc would be Ponzi schemes. The Swiss franc is listed because its issuance requires a backing of no less than 40% in gold reserves, making it not purely a fiat currency. Using a setting from Warhammer, as long as there are enough followers and enough devotion, one can manifest the divine through worship.

While the world is still debating the Federal Reserve's interest rate hikes, a current that could disrupt the traditional financial landscape is surging — the Trump family's crypto project WLFI tokens have officially landed on the Ethereum mainnet, with the first batch of 20% tokens unlocked for circulation, and the market cap instantly surpassing $40 billion! What is this product, dubbed by foreign media as a 'nuclear explosion combining politics and crypto,' hiding in terms of wealth secrets? And why are giants like Binance and Coinbase scrambling to get a foothold? Today, we unveil the mystery of this crypto revolution.
I. Is a trillion-dollar market about to be rewritten? The wealth secrets of the Trump family are exposed!

The Digital Wave of Future Currency and Assets: Reshaping the Internet of Value Era

"Future currency is digital currency, future assets are digital assets." This judgment accurately captures the core trend of the global value system transformation. With technological iteration, the form of currency is shifting from physical to digital, and the category of assets is also breaking through physical boundaries, accelerating the formation of a new financial ecosystem centered on the 'Internet of Value.'

1. Future Currency: A Hybrid Pattern Dominated by Digital Currency

Future currency is not a single form, but a hybrid model with 'central bank digital currency (CBDC)' as the main body and cryptocurrencies as a supplement, together forming the payment and value storage system of the digital age.

At the recently concluded Hong Kong Crypto Finance Forum, Binance founder Zhao Changpeng (CZ) delivered a heavyweight prophecy that could shake the entire crypto industry: in the next 10 years, decentralized exchanges (DEX) will completely replace centralized exchanges (CEX), and even giants like Binance cannot escape!

$XRP
This is not alarmism, but rather a calm insight into the future from CZ, the man who personally built the world's largest crypto trading empire, standing at the pinnacle of the industry. He stated bluntly: 'Although Binance may be relatively large now, I don't believe it will always maintain the largest position.' This clarity and honesty itself signals that a profound transformation is brewing.

The government accepts cryptocurrency payments and allows the use of crypto assets for tax payments. Recently, according to well-known crypto media Cointelegraph, the New York State Assembly submitted a bill numbered 7788, proposing to amend the state financial law to authorize state governmental agencies to accept cryptocurrency as a means of payment.
If the bill is successfully passed, state government agencies in New York will be able to legally accept cryptocurrencies such as Bitcoin (BTC), Ethereum (ETH), and Litecoin (LTC) for payment of fines, taxes, rents, and other financial obligations. The bill was proposed by Assemblyman Clyde Vanel, who has been committed to promoting the application of digital assets in public services, aiming to facilitate the use of cryptocurrencies in broader scenarios and further promote the development of New York's digital economy. The introduction of this bill indicates a new shift in New York's attitude toward cryptocurrencies, actively exploring the feasibility of cryptocurrencies in government affairs and public service payments. Currently, the bill is still in the proposal stage and will need to undergo a series of legislative procedures, including review and approval by the New York State Assembly and Senate, as well as the governor's final signature before it can officially become law and take effect. Arthur Hayes: Bitcoin is expected to enter a mode of only rising soon. On April 11, BitMEX co-founder Arthur Hayes posted on the X platform, stating: 'The situation is developing rapidly. If this trend continues, we will see more policy responses this weekend.'