香港现货ETF即将上市，还有哪些「香港概念」项目值得关注？

Odaily星球日报Published on 2024-04-25Last updated on 2024-04-25

Abstract

「香港」为全球 Web3 监管发展所带来的长远影响极其重要，本次在香港上市的现货ETF能否带动香港概念代币上涨？

4 月 24 日，据官方消息，华夏基金 (香港) 今日宣布，华夏比特币 ETF 和华夏以太坊 ETF 已获得香港证券及期货事务监察委员会（SFC）的批准，拟定于 2024 年 4 月 29 日发行， 2024 年 4 月 30 日在香港交易平台上市。

这是亚洲市场上首次推出此类产品，这两类产品旨在提供锚定比特币和以太坊现货价格的投资回报。这一重大举措推动了「香港概念」再次引发关注。今年年初，「香港概念」龙头 CFX 在两个月内从 0.19 美金涨至 0.52 美金，该板块其他代币也毫不逊色，大多有 2-3 倍的涨幅。

「香港概念」源于去年年初香港决定于 6 月执行虚拟资产服务的发牌制度。当时，「Crypto 将围绕香港重返亚洲加密中心之列进行价值重估」一度成为市场新方向，只要是业务、团队在香港发展，或项目发展方向与香港对加密货币的推动方向一致（如资产代币化、合规等等）的项目均被归入这一概念，涵盖了 CeFi、DeFi、游戏/元宇宙、基础设施等多个领域。

彼时的 Conflux Network 作为政府合作板块的龙头公链宣布与中国电信达成合作，此后 CFX 与 A 股中国电信连续共振，CFX 五天 4 倍，中国电信（接棒 AI 算力概念）三个交易日内两度触及涨停。

从万人级别的大规模行业集会的发生，到头部加密企业接连宣布在港布局的动态，再到香港概念币不定期上涨，「香港」之于行业的重要性以及其为全球 Web3 监管发展所带来的长远影响不言而喻。香港概念代币能否延续涨势？下面 BlockBeats 将对香港概念板块内逻辑明确的标的作简要介绍。

ACH（Alchemy Pay）

Alchemy Pay 成立于 2018 年，最早的的加密行业法币支付集成服务商之一，核心成员均拥有十年以上的支付、互联网、电信等相关行业的工作经验，Alchemy Pay 计划在 2024 年开设一家 Web3 银行，通过 Web3 银行，用户可以更轻松地用法币兑换加密货币，或用加密货币兑换法币。不仅如此，Web2 传统机构也可以通过 Web3 银行来做加密投资。

2023 年，Alchemy Pay 获得了三个牌照。而在 2024 年的路线图中，Alchemy Pay 提到计划申请牌照 20 个以上，目前项目方已经拿到了第一张美国 MTL。在其路线图中还提到了 Crypto card，Alchemy Pay 的目标是增强 Card 的实用性，包括兼容更多的主流实体卡和与 Apple Pay、Google Pay、Alipay HK 等主流数字支付平台。目前 Alchemy Pay 已经支持 Alipay HK。

MDT（Measurable Data）

Measurable Data 总部位于中国香港，是一个去中心化数据交换经济系统，旨在提供基于区块链的数据经济，数据提供者和数据购买者可以安全和匿名地交易数据。Measurable Data 生态包括 MailTime AI、Measurable AI 等产品。Measurable Data 代币 MDT 总供应量为 10 亿枚，流通供应量约为 6.06 亿枚，市值约为 3579 万美元。

KEY（SelfKey）

SelfKey 是一个香港团队建立的用于管理和使用个人身份认证的平台，它使个人和公司能够通过对其数字身份的完全所有权获得更多的自由、隐私和财富。SelfKey 提供了一个身份钱包，个人和公司可以使用它安全地控制和管理他们的个人数据，管理他们的加密货币投资组合，并轻松轻松地加入金融、移民和加密货币相关服务。SelfKey 使 KYC 简单易行，提供对数百种产品和服务的访问。依赖方、验证者和身份所有者可以以去中心化的方式安全、私密地进行交易。

VET（VeChain）

VeChain 是一个专注于供应链优化的 Layer 1 区块链，该项目由路易威登中国前首席信息官 Sunny Lu 于 2015 年创立，与中国有着密切的关系。这包括与几家主要的中国公司建立了长期合作伙伴关系，比如国有企业中国烟草和中国最大的家电制造商之一海尔。

VeChain 专注于为企业提供供应链管理解决方案，并与物联网 (IoT) 设备集成以促进流程。它的目标是使用分布式账本技术来简化复杂供应链的这些操作和信息流。VeChain 已经发行两个代币，分别是 VET 和 VTHO。前者用于在 VeChain 的网络中转移价值，而后者则用于为智能合约交易提供能量或「天然气」。VeChain 平台旨在为授权利益相关者提供与产品及其业务流程（例如存储、运输、供应和真实性）相关的关键信息的全面视图，并提高市场透明度。

项目代币 VET 在今年年初有一次不错的涨幅，相较于该板块其他代币走势相对稳定。

香港现货ETF即将上市，还有哪些「香港概念」项目值得关注？

PHB（Phoenix）

Phoenix 是用于去中心化 AI、计算扩容与数据驱动网络的区块链基础设施平台，旗下产品包括针对加密货币交易市场的 AI 平台 AlphaNet、AIGC 元宇宙项目 NYBL。Phoenix 的 AI 计算层是基于 Web 3 的基础设施，用于扩展 AI 计算任务并轻松部署支持 AI 的应用程序，包括深度学习、预测分析、大语言模型 (LLM)、联邦学习和 AI 边缘计算。我们的计算层旨在将人工智能驱动的功能引入区块链应用程序，并将 Web-3 功能引入链下人工智能应用程序。

该项目的战略技术合作伙伴大多位于香港，为 Phoenix 的基础设施和人工智能技术提供支持，包括 APEX、 FLC、Tensor Investment Corporation 等。

C 98 （Coin 98）

Coin 98 Labs 是一家开放式基础设施金融服务提供商，专注于在多个区块链上创建和开发 DeFi 协议、应用程序和 NFT 的生态系统。项目使命是满足未开发的需求，创造 DeFi 生态上更好的基础设施，帮助人们轻松访问 DeFi 服务。

Coin 98 曾发文表示其代币 C 98 已获得香港金融服务公司 Legacy Trust 旗下数字资产托管机构 First Digital Trust 支持。First Digital Custody 将为 C 98 提供托管服务。

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