Author: Yue Xiaoyu

The trend of the integration of cryptocurrencies and stocks is accelerating!

I just saw the latest information that the US-listed company CIMG (NASDAQ: IMG) is collaborating with FLock to develop AI health monitoring products.

There are many insights to be gained from this, and I would like to share some of my thoughts.

1. Currently, the integration of cryptocurrencies and stocks is still in the first stage: hoarding coins.

This is a very basic form, and of course, it is also the simplest way to combine them.

However, in the long run, there will inevitably be a transition from hoarding coins to using coins.

Public companies purchasing cryptocurrency assets for hoarding can only rely on the long-term expectation of token price increases to create narrative space for the listed company.

The key is that cryptocurrencies are highly cyclical; when a bear market arrives, continuous declines in token prices can lead to a double whammy for both cryptocurrencies and stocks, resulting in a spiral decline and collapse.

The unlocking of liquidity is just the first layer; a deeper integration involves innovative gameplay that combines traditional finance with decentralized finance.

Tokenization can represent not just equity but can also incorporate various rights, allowing it to integrate with the business of physical companies.

For example, the listed company Pop Mart could allow token holders to not only receive dividends but also have priority purchasing rights for labubu physical products in the future.

Putting stocks on the blockchain is not a simple 1:1 mapping; it transitions from a closed world to an open world, with stronger composability on-chain and more gameplay options.

This can fully open up a company's narrative ceiling.

2. Some projects have already begun to promote the transition from hoarding coins to using coins.

A typical case of moving from hoarding coins to using coins is FLock.io.

This project has not remained conceptual but has made clear progress.

FLock is a decentralized AI project that has already been implemented in government, finance, healthcare, and other industries.

Recently, FLock is bringing privacy-protecting AI into consumer health verticals.

In consumer health scenarios, privacy protection is crucial.

The US-listed company will add FLOCK to its corporate treasury mainly because their business requires the privacy-protecting AI technology provided by FLock.

The two companies are jointly developing LifeNode (an AI health monitoring and recommendation product), which combines privacy-protecting AI and blockchain technology to 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 the long-term synergy between stock prices and business.

3. To summarize

I originally thought that the integration of cryptocurrencies and stocks would develop in three stages:

First stage: Unlocking liquidity, allowing traditional enterprises to gain global liquidity and cryptocurrency projects to receive funding support from compliant institutions;

Second stage: The emergence of innovative financial gameplay that fully utilizes the composability of on-chain financial systems;

Third stage: Deep integration of tokens with actual business, where key elements such as products, enterprises, equity, rights, and financial instruments can be fully connected and integrated.

Currently, it seems that innovative financial gameplay has not yet emerged, but the combination of tokens and business has appeared, marking the transition from hoarding coins to using coins.

We can continue to pay attention to such projects.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。