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DAPPWEB While retail investors are still anxious about the short-term fluctuations on the K-line, a group of the sharpest "smart money" - listed companies, have quietly begun their "food hoarding" action. October is destined to be a restless month. Just this week (October 27), a Japanese listed company once again announced that the scale of digital asset reserves in its corporate treasury has expanded. This isn't the first time they've taken action, and it won't be the last. Their target is not Bitcoin, but Ethereum (ETH). This signal is more worthy of our deep thought than any technical analysis. This is not only related to a company’s financial strategy, but may also herald the beginning of a new era of asset allocation paradigm in Asia and Hong Kong.  1. News Snapshot: A “Small Move” of US$1.9 Million” According to the latest report from Bijie.com, Japanese listed company Quantum Solutions (a company focusing on the integration of AI and blockchain) disclosed its latest asset purchases on October 27. The subject of this action is its subsidiary GPT Pals Studio Limited in Hong Kong. Let’s break down the core data of this “little action”: Purchase time: October 23, 2025. Purchase price: 500.43 ETH (Ethereum). Amount spent: Approximately $1.9255 million. This deal may not seem like a big deal, but when you put it into Quantum Solutions' overall strategy, it means something completely different. After this increase in holdings, the total amount of Ethereum held by the Japanese listed company reached 4,366.27 ETH. Its cumulative investment in ETH has reached US$17.7798 million.  2. In-depth interpretation: a "conspiracy" revealed by key data” Hidden in this brief is an extremely critical number that reveals the true intentions of Quantum Solutions. That number is: $4,072.09. This is the average purchase price of all 4,366.27 ETH currently held by Quantum Solutions (cumulative investment of US$17.7798 million / cumulative holding of 4366.27 ETH). Now, let's do a simple calculation: What was their latest purchase price (October 23)? $1,925,500 / 500.43 ETH = $3,847.75 / ETH Do you understand? This company chose to buy again when the market price of ETH ($3847) was lower than its average holding cost ($4072). This is not a one-time speculation, nor is it a panicked exit. This is a clear and methodical "strategic cost-allocation" behavior. It shows that the company has extremely strong confidence in its long-term strategy of holding ETH as a core financial asset. They are using real money to implement their "strategic reserve policy." This is a mature strategy that is only used by institutional investors in the traditional stock market, and is now being used intact on ETH.  3. Why is it a listed company? Why ETH? In the public's mind, listed companies' management of their balance sheets is extremely conservative. Their preferred reserves are cash (dollars, yen), gold or short-term Treasury bills. So why did Quantum Solutions choose ETH, a “highly volatile” asset, as part of its “corporate vault”? 1. Get rid of the "speculative product" label, and the asset attributes of ETH are being reshaped Quantum Solutions' announcement clearly mentioned that this is part of its "strategic reserve policy" and that this trend is "increasingly prevalent among some Asian listed companies." This marks an important shift: ETH is transforming from a pure "speculative tool" to a "long-term financial asset" recognized by companies. Just like Tesla and MicroStrategy incorporated Bitcoin (BTC) into their balance sheets ten years ago, pioneering "BTC as an enterprise value reserve"； Asian companies like Quantum Solutions are doing the same thing with ETH. 2. It is not just “currency”, it is “means of production”” There is a deeper logic behind this. What kind of company is Quantum Solutions? ——“A company focused on the integration of artificial intelligence (AI) and blockchain." This positioning is crucial. For this company, ETH may not only be "digital gold" (the role of BTC), but also "digital oil" or "production means" necessary for future business. Ethereum is currently the largest and most active smart contract platform and decentralized application (DApp) ecosystem in the world. In the future, whether it is on-chain verification of AI models, automatic payment by AI agents, or AI-driven DeFi applications, it is very likely that they will run on the "world computer" of Ethereum. To run all of this, ETH is consumed as "Gas fee" (fuel fee). Therefore, by hoarding ETH today, Quantum Solutions is not only investing in an asset, but also reserving core "fuel" in advance for its future AI+Blockchain business. At a strategic level, they are betting on the future of the Ethereum ecosystem.  4. Why Hong Kong? Asia is "getting a head start"” In this news, there is another detail that cannot be ignored: the main entity executing the purchase is its "subsidiary located in Hong Kong." This is no coincidence. At a time when the global regulatory environment (especially the United States) has increasingly ambiguous and tightening attitudes toward crypto-assets, Hong Kong has quickly established itself as a "new highland" for global Web3 and digital assets with great courage and a clear path in the past two years. For Japanese listed companies like Quantum Solutions, there are at least two major benefits to executing digital asset purchases and holdings through its Hong Kong subsidiary:
This move shows that Asian companies are collectively "voting with their feet." While traditional giants are still hesitating, Asian forces represented by Japan, Hong Kong, and Singapore are embracing digital assets more actively at the listed company level, trying to "get a head start" in the race for the next generation of financial infrastructure.  5. From “hoarding ETH” to “RWA”: the ticket to the trillion-dollar track When public companies start “hoarding” ETH, what exactly are they hoarding? Are they hoarding "equity" in the highway of Ethereum? No, they are hoarding the "right of way" and "land ownership" of this highway. Because what is about to begin on this highway is the largest asset migration in human history. This migration is RWA (Real-World Assets). If ETH is infrastructure, then RWA is the "high-rise building" built on this infrastructure. Real estate, stocks, bonds, art, and even the future income of the coffee shop at your doorstep...all these real assets worth trillions or trillions will enter blockchain networks like Ethereum through RWA tokenization. When companies start to reserve ETH, what they are really optimistic about is the trillions of ecosystems on it. RWA (Real World Assets) is the future of this ecosystem. Want to gain a deeper understanding of how RWA can reshape finance and connect the real and digital worlds? Please pay attention to "Yuanhua RWA". We provide the most cutting-edge RWA information, in-depth investment research and track analysis to help you see through the next trillion-dollar market. As an AI+blockchain company, Quantum Solutions must have seen this. The ETH they hold is not only fuel, but also the “ticket” to participate in this huge RWA ecosystem in the future. A micro action, the beginning of a macro era Let's get back to this purchase of Quantum Solutions. 1.9 million US dollars, 4,300 ETH, this amount may be insignificant considering the size of this company. But behind this series of micro actions is a clear signal of a macro era:
When listed companies enter the market, they bring not only funds, but also the "consensus" and "compliance" of the traditional world. When "smart money" has begun to use real money to lay out the infrastructure for the next ten years, we ordinary investors should probably raise their heads and no longer just stare at the K-line in front of us, but think about: How far away is the future jointly built by ETH, RWA and AI? Quantum Solutions' $1.9 million increase in holdings appears to be a small transaction on its financial statements. But this drop of water reflects the torrent of the entire era:
When "smart money" has begun to use real money to lay out the infrastructure for the next ten years, we should probably think about: How far away is this revolution driven by AI, blockchain and RWA? Quantum Solutions, has given its answer with action. #以太坊#ETH#上市公司#数字资产#香港Web3#RWA#区块链#企业金库#AIThe content of this article is technical discussion and industry analysis for reference only and "does not constitute any investment advice or financial service invitation." We firmly oppose any form of virtual currency speculation and are committed to empowering the real economy through technology. 【about Us】 Metakina RWA: RWA platform jointly developed by DAPPWEB LIMITED (Hong Kong) digital asset finance team and DAPPWEB (Xi'an) Web3 R&D team. Metakina.com focuses on Web3 solutions for tokenization of physical assets and is committed to creating a safe, efficient, and compliant digital asset trading and management service platform for all RWA participants. It aims to promote the deep integration of digital assets and the real economy and provide stable and reliable digital asset financial services to institutional investors.     For RWA technology and business consultation, please contact us.   Click "Read the original text" to try the Yuanhua rwaSaaS platform for free |
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