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Сообщение ChainCatcher, сегодня ранее Гонконгская фондовая биржа раскрыла, что доля длинной позиции H&H International Investment, управляемой Дуань Юнпином, в компании Pop Mart International Group Limited снизилась с 7,65% до 5,55% на 30 июля 2026 года.Согласно подробному разбору объявления, это сокращение произошло из-за исполнения проданных колл-опционов, Дуань Юнпин через H&H International Investment владеет акциями Pop Mart, одновременно продавая колл-опционы для получения премии. После исполнения части колл-опционов 30 июля, Дуань Юнпин должен был передать акции по согласованной цене, что привело к уменьшению физической доли владения, и раскрытая доля длинной позиции снизилась с 7,65% до 5,55%.В результате исполнения части колл-опционов Дуань Юнпин передал часть акций по общей цене поставки около 162,50 гонконгских долларов, чистое уменьшение физической доли владения составило около 8,9328 миллиона акций, в то время как истечение или конвертация других опционных позиций также привели к снижению раскрытой общей доли длинной позиции.Сам Дуань Юнпин привык использовать продажу опционов для увеличения доходности или создания позиций, ранее он также проводил аналогичные операции с акциями Apple и других компаний. 23 июля Дуань Юнпин только что ответил инвесторам на платформе Xueqiu: "Pop Mart только начинает покупать, в течение 10 лет, скорее всего, не будет продавать", снижение доли в этот раз в основном связано с пассивным сокращением из-за исполнения опционов, а не с активной продажей на рынке. Фактическое уменьшение физической доли владения также не так велико, как кажется по раскрытой доле, поскольку раскрытая доля длинной позиции также включает влияние связанных с деривативами позиций.

After Binance announced the release of a new product on June 1, Zhao Changpeng shared the relevant news and humorously commented, "I hope it's true."Stimulated by the news, the market began to speculate on the new business direction, with some opinions suggesting it may be related to investment channels in the U.S. stock market.

Well-known investor Duan Yongping recently expressed his continued optimism about Pop Mart's future overseas growth potential during discussions with investors. He believes that Pop Mart has high requirements for store location selection, and since quality commercial location resources are scarce, the construction of a global store network will take a long time. With the advancement of the internationalization strategy, the company still has significant store expansion space in overseas markets over the next 5 to 10 years.Recently, Duan Yongping's increased stake in Pop Mart through H&H International Investment has attracted market attention. Public information shows that on May 25, he purchased approximately 9.8232 million shares at about HKD 150 per share, raising his shareholding ratio to 5.69%, making him the company's second-largest shareholder, with a holding market value exceeding HKD 11.7 billion.Driven by market sentiment, Pop Mart's stock price has continued to strengthen recently. Data shows that the company's stock price rose by 8.98% yesterday, and based on the size of his holdings, Duan Yongping's paper profit for the day was nearly HKD 1 billion.It is noteworthy that Duan Yongping's investment attitude towards Pop Mart has undergone a significant change. He had previously publicly stated that he "did not understand" the related business, but as the company's business model gradually matures, he has begun to significantly increase his holdings and is optimistic about the company's long-term development.After becoming the second-largest shareholder, Duan Yongping publicly praised Pop Mart's founder Wang Ning, believing that he has reached a very high level in understanding products and grasping user needs, and stated that he has become a supporter of Wang Ning. He also pointed out that Pop Mart has validated the sustainability of its business model and established strong competitive barriers, possessing long-term investment value.Public information shows that Duan Yongping has further increased his allocation ratio to Pop Mart this year and adjusted some of his holdings in traditional energy sectors to this company, expressing his optimism about its long-term growth prospects.

The Hong Kong Stock Exchange information shows that Pop Mart (09992.HK) has welcomed a significant change in major shareholder equity, with Duan Yongping and H&H International Investment, LLC simultaneously increasing their holdings in the company, resulting in a concerted action shareholder ownership ratio of 5.69%, triggering mandatory disclosure requirements.

According to HyperInsight monitoring, a trader (0xd21d9) closed 11,080 CRCL short positions in the past 24 hours, ultimately incurring a loss of $683,000. Meanwhile, yesterday coincided with well-known investor Duan Yongping disclosing his Q1 investment portfolio, having newly acquired 200,000 shares of Circle at an average price of $95.41.

In response to the unauthorized access event of the internal code repository disclosed by GitHub, Zhao Changpeng reminded, "If the code contains an API Key, even if it is in a private repository, it should be reviewed and replaced immediately."

Famous investor Duan Yongping's investment account H&H International Investment, managed in the United States, submitted SEC Form 13F for the first quarter of 2026, showing that as of March 31, 2026, it held a total of 19 securities, with a total portfolio value of approximately $20.004 billion, all holdings made with independent decision-making authority.Among them, Apple (AAPL) holds 28,945,607 shares, with a market value of $7.346 billion; Berkshire Hathaway (BRK.B) holds 9,147,796 shares, with a market value of $4.384 billion; NVIDIA (NVDA) holds 13,843,775 shares, with a market value of $2.414 billion; Pinduoduo (PDD) holds 19,748,294 shares, with a market value of $2.018 billion; Tesla (TSLA) holds 3,408,900 shares, with a market value of $1.267 billion. Microsoft (MSFT) holds 1,016,000 shares, with a market value of $376 million. Circle disclosed its position for the first time this quarter, holding 200,000 shares, with a market value of $19.082 million, accounting for approximately 0.1% of the portfolio.

Luo Yonghao called out to Zhao Changpeng on social media, stating, "Recently, a virtual currency named 'Luo Yonghao' (which also used my avatar as its logo) has been traded on the Binance trading platform. Although it has not officially entered the 'trading platform' tab yet, it is still on the 'wallet' tab, but it is still part of the Binance trading platform. To prevent people from being deceived, please take it down or provide a formal complaint channel for removal."

Zhao Changpeng stated in a Binance Online live broadcast that, compared to directly investing in AI itself, he prefers to invest in the "shovels" that support AI, including data centers, power, and other computing infrastructure.Zhao Changpeng mentioned that although the current AI chip market is almost dominated by NVIDIA, there may be more customized solutions for AI computing scenarios in the future. Additionally, he is also paying attention to the development of robotics technology.In terms of investment direction, Zhao Changpeng said that AI will drive rapid development in biotechnology, but YZi Labs will not make large-scale investments in this field, with core investments still focused on the cryptocurrency and blockchain industry. Currently, about 70% to 80% of investments are still in the Web3 sector.

According to CoinDesk, Binance founder Zhao Changpeng stated at the Consensus conference that he hopes to restart Binance.US to allow American users to regain access to global crypto liquidity. He pointed out that cryptocurrency is one of the few markets in the U.S. where optimal prices are not available, and Binance has the best liquidity in that market.Zhao Changpeng mentioned that U.S. crypto policy has changed over the past year and a half, and the country is now in a leading position globally, with many developers and crypto companies that had previously left returning. Zhao Changpeng also stated that BNB Chain has insufficient exposure in the U.S., while other Layer 1 blockchains have done more market promotion and community building in the U.S., and the limited access for institutions to BNB actually provides opportunities for investors.He believes that AI agents need to transact through crypto payment rails, and that blockchain is more suitable for automating cross-border payments than credit cards or banking systems, with BNB Chain positioned as the payment infrastructure for AI agents.

Zhao Changpeng (CZ) stated at the Consensus Miami 2026 conference that YZi Labs is currently investing 70% of its funds in blockchain, 20% in AI, and 10% in biotechnology. The positioning of BNB should be as the native currency for AI Agents, and all blockchains need to be "AI ready," supporting agent payments and protocols for AI tools like MCP. Cryptocurrency should be the most native way for AI Agents to conduct cross-border payments. Regarding RWA, CZ mentioned that a year ago he believed RWA was overvalued, but he has changed his view; RWA is real and currently undervalued.

A certain crypto KOL posted on platform X that the address ranked first on the Bitcoin billionaire list is a Binance-related address, which is a wallet address starting with "3" and holds over 200,000 BTC. He questioned the security of Binance storing such a large amount of Bitcoin in a single address and expressed concerns about the risk of private key collision cracking. In response, CZ stated, "The one starting with 3 should be a multi-signature, right? You would need to collide more than 3 private keys? Trust the math."Analysis suggests that this address is highly likely using a multi-signature mechanism. Even if there is a theoretical possibility of private key collision, the actual difficulty of cracking it is extremely high.

Zhao Changpeng posted on X platform, "It is truly disgusting to see another attempt to attack President Trump at the White House Correspondents' Dinner. Fortunately, he, the First Lady, Vice President Vance, and all those present are safe."

Zhao Changpeng stated in an interview with TBPN that quantum computing could disrupt existing cryptocurrency mechanisms, and Bitcoin may need to fork to adopt quantum-resistant encryption technology. "Quantum computing may be able to break existing encryption mechanisms, but as quantum computing develops, new encryption algorithms will emerge. There are already quantum-resistant encryption algorithms, and quantum computers do not have an advantage in breaking these algorithms. Therefore, we just need to upgrade the protocol and adopt these encryption mechanisms."

Zhao Changpeng posted on platform X that cryptocurrencies only need to upgrade to post-quantum algorithms to cope with the impact of quantum computing, and there is no need to panic.In terms of practical execution, there are difficulties in upgrading organizations in a decentralized environment, and the choice of algorithms may spark debates and lead to forks. Some projects that have stopped development may not undergo upgrades, which helps to clean up such projects. In the short term, new code may introduce vulnerabilities or security issues, and users who self-custody cryptocurrencies need to migrate their assets to new wallets.Regarding the Bitcoin held by Satoshi, if the assets move, it means he is still active; if they have not moved within a specific timeframe, the relevant addresses should be locked or destroyed to prevent being hacked. Fundamentally, encryption is easier than decryption, and more powerful computing capabilities have positive implications. Cryptocurrencies will continue to exist even after the quantum era.

Zhao Changpeng posted on Binance Square, "The (new book) is finally finalized, I hope so. It should be published soon.To avoid any potential leaks, the book title is as follows:English: Freedom of Money: A Memoir of Protecting Users, Resilience, and the Founding of BinanceChinese: Binance Life: A Memoir of Luck, Resilience, and Protecting Users"

Liquid Capital founder Yi Lihua posted on platform X: "The biggest problem in the crypto industry in recent years is the decline of innovation, which stems from two aspects. First, the previous U.S. government's tightening of crypto policies, which should be resolved with the passage of the recent crypto infrastructure bill. Second, Binance's requirement for projects to adhere to a 1+3 year lock-up mechanism for crypto VCs.I believe Binance's original intention is good, fostering a long-term investment mindset. However, the consequence of this mechanism is that project parties, market makers, and exchanges run away with liquidity first, while VCs face a long unlocking period that leads to zero. VCs originally bore the greatest risks in the primary market, yet they also have to bear the risk of exiting last, which is clearly contrary to traditional investment markets. The result of this is the collective demise of crypto VCs, making it difficult for quality entrepreneurs to secure funding and reducing industry innovation.I suggest giving Zhao Changpeng a better exit mechanism for crypto VCs to activate VC capital, which will benefit industry innovation and also be more favorable for exchanges to list quality assets."

Binance founder Zhao Changpeng posted on the X platform, stating that the number of payments made by AI agents in the future will reach millions of times that of humans, and these payments will be settled in cryptocurrency.