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lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
China’s incubating crypto in Hong Kong but the city’s strict rules | |
are frustrating entry | |
By John Liu, CNN | |
Updated: | |
12:04 AM EDT, Tue September 2, 2025 | |
Source: CNN | |
Hong Kong is eager to embrace cryptocurrency. | |
Crypto exchange shops now greet customers in shopping malls. Hundreds | |
of crypto ATMs have sprung up along the city’s busy streets. And last | |
week, Eric Trump – son of United States President Donald Trump and | |
now a central figure in the family’s crypto empire – was featured | |
at the Bitcoin Asia summit in the global financial center. | |
Hong Kong has ambitious plans to tap into the $3.8 trillion digital | |
assets market with new legislation rolled out last month that will | |
allow licensed businesses to issue stablecoin, a type of cryptocurrency | |
pegged to real-world assets like the US dollar. As mainland China has | |
banned crypto trading and mining, the success of the stablecoin | |
ecosystem in the city, as the country’s testing ground, could pave | |
the way for an offshore yuan-backed token and further adoption of the | |
technology eventually. | |
Experts have hailed the regulation as the first-of-its-kind in Asia, | |
positioning the city almost on par with the which has since galvanized | |
a stablecoin frenzy. But the initial enthusiasm for the city’s | |
stablecoin drive has been tempered by a cautious regulatory approach, | |
keeping it from replicating the breakneck growth seen in the United | |
States. | |
Some potential issuers have expressed frustration at the government’s | |
stringent requirements, like huge liquid reserve and client identity | |
verification for anti-money laundering, which raises compliance costs, | |
according to two industry sources familiar with relevant discussions. A | |
few of these potential issuers who earlier expressed strong interest | |
have now taken a wait-and-see approach, as they are hesitant to apply | |
in the first licensing round, one of the sources added. | |
“They want to see early players go through the process successfully | |
before moving forward,” the person said. | |
Setting a high bar for stablecoin issuers, the city’s de facto | |
central bank, the Hong Kong Monetary Authority (HKMA) said it would | |
limit the licenses to only a “handful” of applicants in the first | |
round of issuance early next year. | |
Hong Kong set its eyes on courting cryptocurrency business in 2022 with | |
its first policy statement on digital assets. An declared its | |
“commitment to establishing Hong Kong as a premier global hub for | |
digital assets.” | |
Beyond a bid to strengthen its position as an international financial | |
hub, Hong Kong’s push into stablecoins underscores China’s growing | |
interest in the sector. A thaw in Beijing’s rhetoric in recent months | |
reflects its bid to internationalize the yuan amid concerns that US | |
dollar-backed stablecoins could further the greenback’s hegemony. But | |
its tight capital controls may prevent it from adopting the technology | |
just yet. | |
Cautious approach | |
Dozens of firms have already expressed interest in applying for | |
licenses to issue stablecoins, including major banks and tech companies | |
such as Bank of China, China’s ecommerce giant JD.com and Alibaba | |
affiliate Ant Group. | |
Yat Siu, executive chairman and founder of Web3 video gaming company | |
Animoca Brands, described Hong Kong’s stablecoin regime as the most | |
advanced in Asia. | |
“It puts it ahead of almost any other Asian jurisdiction, because no | |
other Asian jurisdiction has a stablecoin law that allows you to | |
license it from central bank,” he said. “It’s going to be a | |
blueprint for others.” | |
Last month, Siu’s company , Anchorpoint, along with Standard | |
Chartered bank and Hong Kong Telecom to apply for a stablecoin license. | |
The trio has also participated in the city’s stablecoin “sandbox” | |
pilot that began last year. | |
Siu noted that one key restriction posed by the stablecoin rules is the | |
requirement for issuers to back their tokens fully with “very liquid | |
treasuries.” The HKMA mandates that issuers maintain at least HK$25 | |
million ($3.2 million) in capital, with reserves held in high-quality | |
assets in segregated accounts and available for prompt redemption. | |
Experts say these measures help ensure stability and protect holders, | |
but also effectively shut out smaller players. | |
Esme Pau, head of capital markets at blockchain security firm Certik, | |
said the top hurdle facing stablecoin issuers is the “stringent | |
safeguards” that contribute to a steep cost of entry. | |
Principal among them is the Know-Your-Customer rules designed to curb | |
money laundering, which drive up compliance expenses significantly, she | |
explained. In one example, the HKMA expects stablecoin issuers to | |
conduct on customers for transactions of HK$8,000 ($1,027) or above. | |
“Such obligations create a challenging calculus: obtaining a license | |
under the existing regime may limit near-term profitability, which | |
explains fading market enthusiasm,” Pau said, adding that the high | |
bar for issuers, however, produce a more resilient and trusted | |
stablecoin ecosystem. | |
Still, she struck a hopeful note, expecting the regulatory regime to | |
evolve. | |
“HKMA is adopting a prudent stance at launch. If implementation | |
proceeds smoothly, requirements are likely to be recalibrated in a more | |
commercially viable direction over time,” she said. | |
But with the requirements resembling those imposed on banks, experts | |
said Hong Kong regulators are likely to award the first batch of | |
licenses to established financial institutions. That means the initial | |
use will likely be limited to business-to-business scenarios rather | |
than retail investors. | |
“Entry is limited to large, well-capitalized issuers with strong | |
compliance, operational resilience, and clear economic use cases – | |
underscoring HKMA’s high bar for sustainable, utility-driven | |
stablecoin models,” Morgan Stanley’s China economist Jenny Zheng | |
wrote in a July report. | |
China’s bitcoin ambitions | |
At last week’s Bitcoin Asia summit in Hong Kong, over 17,000 local | |
and international attendees flocked to talks by industry experts. | |
Booths showcased technologies and services ranging from crypto mining | |
machines and bitcoin treasury solutions to trading platforms and | |
wallets. | |
Despite China’s restrictions on most crypto activities, the country | |
boasts more crypto users than the US, with over 78 million owners, | |
according to digital payment firm . | |
“China is one of the biggest bitcoin mining locations in the world. | |
They have one of the biggest user bases of bitcoin in the world. Their | |
citizens own a huge percentage of bitcoin. They’re a bitcoin | |
superpower,” bitcoin investor and evangelist David Bailey told | |
CNN’s Kristie Lu Stout. | |
The annual bitcoin gathering came amid Beijing’s softening stance on | |
crypto and stablecoins. At China’s top financial forum in June, | |
central bank governor Pan Gongsheng highlighted stablecoins’ role in | |
, saying they have “fundamentally reshaped the traditional financial | |
landscape. | |
Part of the shift reflects Beijing’s recognition of US dollar’s | |
growing digital influence, said Jeff Wen, co-founder and chief business | |
officer of Hayek Technology, a fintech firm based in Taiwan. | |
“After the passage of Genius Act, the use of stablecoins has extended | |
beyond American borders, with other countries adopting similar | |
mechanisms that, in effect, reinforce US dollar dominance,” he said. | |
To boost the Chinese currency’s digital presence, JD.com and Ant | |
Group have urged China’s central bank to authorize the launch of | |
offshore yuan-backed stablecoins in Hong Kong to counter the dominance | |
of US dollar-pegged cryptocurrencies, reported in June, citing | |
anonymous sources. | |
Experts, however, said yuan-backed stablecoins are unlikely to emerge | |
anytime soon — at least not until Hong Kong dollar–pegged tokens | |
have proven successful. | |
“I think when they look at Hong Kong, they see an opportunity to | |
trial and experiment some of the ideas they might want to bring to | |
mainland China. And so, this is just a perfect laboratory to trial some | |
of these bleeding edge technologies,” Bailey said. | |
For now, much depends on how the first batch of licenses is rolled out | |
and the stablecoins are brought into circulation. | |
Emil Chan, co-chair at industry group Hong Kong Digital Finance | |
Association, said the broader challenge to the city’s crypto hub | |
ambitions is the conservative culture of its finance industry because | |
of its long-standing success. | |
Chan, who also teaches corporate executives in the city’s | |
universities, noted that few of these professionals have hands-on | |
experience with digital wallets for cryptocurrency. | |
Hong Kong’s legacy as a leader in traditional finance, he said, is | |
“restricting us from opening up our mind and embracing new | |
products,” he said. | |
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