The digital currency sector is gaining fresh momentum as institutional interest and technological innovation converge to reshape the financial landscape. On June 26, while the broader A-share market saw volatility, sectors like defense, stablecoins, solid-state batteries, and banking showed strong performance. Notably, digital currency-related stocks advanced amid increasing regulatory clarity and strategic investments from major financial institutions.
Amid this evolving ecosystem, real-world asset (RWA) tokenization is emerging as a transformative force—bridging traditional finance with blockchain innovation. The Blockchain and Data Elements Committee of the China Mobile Communications Federation has announced a nationwide call for RWA ecosystem partners, aiming to co-found an "RWA Joint Laboratory" with 20 selected organizations.
This initiative seeks to accelerate the digital transformation of physical assets—such as real estate, commodities, and financial instruments—by leveraging blockchain technology for enhanced liquidity, transparency, and global accessibility. Participants must demonstrate expertise in asset digitization, data integration, RWA infrastructure development, or related services.
The lab will support partners through data resource coordination, joint R&D efforts, and funding alignment—fostering innovation at the intersection of data elements and tokenized assets.
👉 Discover how blockchain is unlocking value in real-world assets
Stablecoins Take Center Stage in Digital Finance
Stablecoins are increasingly recognized as foundational components of the next-generation financial system. With their pegged value and programmable features, they offer stability in volatile crypto markets while enabling seamless cross-border transactions and automated smart contract settlements.
According to Huaxi Securities, as global regulatory frameworks mature—particularly in jurisdictions like Hong Kong and the EU—stablecoins are poised to integrate deeply with RWA ecosystems. This synergy could revolutionize sectors such as green finance and supply chain financing, where automated, transparent, and globally accessible capital flows are critical.
Major tech and financial players are moving swiftly to secure positions in this space. JD.com and Ant Group have publicly expressed intentions to apply for stablecoin licenses. Meanwhile, Guotai Junan International recently received approval from Hong Kong’s Securities and Futures Commission (SFC) to upgrade its license, allowing it to offer virtual asset trading services—including stablecoins—to clients.
This regulatory green light enables investors to trade cryptocurrencies and stablecoins directly on institutional platforms, marking a pivotal step toward mainstream adoption.
Institutional Capital Enters Web3 and Crypto Markets
On June 26, Huaxi Capital Holdings announced a strategic shift: its board approved a $100 million budget over two years dedicated to expanding its Web3.0 business and investing in cryptocurrency assets. This move underscores growing confidence among traditional financial firms in the long-term potential of decentralized technologies.
Such institutional backing not only validates the sector but also brings much-needed infrastructure, compliance standards, and investor trust—key ingredients for sustainable growth.
Leveraged Funding Fuels Investor Confidence
Market sentiment is further reinforced by rising leveraged capital inflows into digital currency-related equities. According to data compiled by Securities Times’ DataBaog, 15 out of 23 stablecoin概念股 (concept stocks) received net leveraged buying this week.
Top beneficiaries include:
- Guotai Haitong – Net买入 (buy-in): Over ¥1 billion
- Sandbox Tech (四方精创) – Strong technical capabilities in stablecoin issuance and reserve systems
- Hengsheng Electronics (恒生电子) – Leading fintech solutions provider
- Zhongke Jincai (中科金财) – Active in blockchain-based financial infrastructure
- Hengbao Co. (恒宝股份) – Involved in digital RMB applications
- Lakala (拉卡拉) – Expanding digital payment integrations
Among these, Guotai Haitong stands out with a market cap of ¥317.6 billion—the largest among stablecoin-related firms. Its subsidiary, Guotai Junan International, now offers regulated crypto trading services under its upgraded SFC license.
Meanwhile, stock performance reflects strong investor appetite. Year-to-date gains are particularly notable:
- Sandbox Tech: Up over 100%
- Hengbao Co.: More than doubled
- Xiongdi Technology: Surpassed 100% return
These companies are not just riding market trends—they’re actively building the infrastructure for central bank digital currencies (CBDCs) and private-sector stablecoins alike.
Market Drivers Behind the Surge
Several converging factors are fueling this rally:
- Regulatory Progress: Clearer rules in key markets reduce uncertainty and attract institutional participation.
- Technology Maturation: Blockchain scalability, security, and interoperability have improved significantly.
- Demand for Yield & Liquidity: In a low-interest environment, tokenized RWAs offer new yield opportunities.
- Digital Yuan Momentum: China’s ongoing digital RMB trials create spillover demand for supporting technologies.
👉 Explore how digital assets are redefining global finance
FAQs: Understanding the Digital Currency Boom
Q: What is a stablecoin?
A: A stablecoin is a type of cryptocurrency designed to maintain a stable value by being pegged to a reserve asset like the U.S. dollar or other commodities. Examples include USDT and USDC. They play a crucial role in reducing volatility in crypto transactions.
Q: What does RWA mean in blockchain?
A: RWA stands for Real-World Assets. Tokenizing RWAs involves representing physical or financial assets—like bonds, real estate, or invoices—on a blockchain, enabling fractional ownership, faster settlement, and broader market access.
Q: Why are leveraged funds important for stock analysis?
A: Leveraged funds (or margin financing) reflect investor confidence. When traders borrow money to buy stocks, it signals strong bullish sentiment. A surge in leveraged buying often precedes price increases.
Q: How do companies benefit from joining the RWA Joint Laboratory?
A: Members gain early access to collaborative R&D projects, shared data resources, funding opportunities, and influence over industry standards—positioning them at the forefront of the tokenized asset revolution.
Q: Is digital currency investment safe for retail investors?
A: While risks exist—especially in speculative tokens—the underlying technologies (blockchain, smart contracts) and regulated platforms are becoming more secure. Diversification and due diligence remain essential.
Q: Will stablecoins replace traditional banking?
A: Not replace—but evolve it. Stablecoins are more likely to integrate with existing banks, offering faster payments, programmable money features, and cross-border efficiency without eliminating traditional institutions.
Looking Ahead: The Road to Global Asset Tokenization
As the line between traditional finance and decentralized systems blurs, the convergence of stablecoins, RWA tokenization, and institutional adoption is setting the stage for a new era of digital finance.
From green bonds issued on-chain to supply chain financing powered by smart contracts, the use cases are expanding rapidly. With giants like Guotai Junan, Huaxi Capital, and tech leaders advancing their digital asset strategies, the infrastructure for mass adoption is being built—now.
For investors and innovators alike, staying informed and agile is key. Whether you're tracking leveraged capital flows or evaluating which firms have genuine technological moats, the opportunities are real—and growing.
👉 Stay ahead in the digital asset revolution with actionable insights