4E: OSL plans to raise more than 2.30 billion Hong Kong dollars to expand its crypto territory, and Strategy's bitcoin purchase plan increases to 2 billion dollars

On July 25th, according to 4E observation, OSL Group announced that it will raise about HK $2.355 billion through the placement and subscription agreement for strategic acquisitions, stablecoin business and other expansion plans, with a matching price of HK $14.90, a discount of 15.34% from the previous closing price. The net funds of this placement are expected to be about HK $2.336 billion, adding ammunition to its ecological layout in digital assets.
Meanwhile, crypto investment firm Strategy plans to increase the size of its funding for bitcoin purchases from $500 million to $2 billion, further upping the ante market.
JP Morgan said that so far the crypto market has attracted $60 billion in inflows, and investors' interest in counterfeit products continues to heat up. Bitwise also disclosed that since mid-May, ETP and listed companies have bought a total of 2.83 million ETH, which is 32 times the new issuance in the same period. Strong demand has pushed ETH prices sharply higher.
On the macro front, Bank of America analysts said that doubts about the independence of the Federal Reserve are weighing on the performance of the dollar, and investors are beginning to expect more easing of policy in the future. The latest number of initial jobless claims in the United States was 217,000, lower than expected, indicating that the labor market remains solid.
In addition, the White House plans to allow 401 (k) accounts to invest in crypto assets, a move Blackstone's president predicts will benefit leading private equity firms, further driving alternative assets into mainstream portfolios.
4E reminds investors that the current strong capital inflows and policy developments are intensely intertwined, and they need to pay close attention to market volatility and structural opportunities.