MicroStrategy with "Active Token Generation Function"! IVD MEDICAL ignites the Ethereum treasury revolution

According to Zhitong Finance APP, on August 8, IVD MEDICAL (01931) issued three announcements, announcing the launch of the "Global Enhanced Ethereum Vault with Downside Protection Mechanism" strategy, reaching a strategic cooperation with Asia's top compliant digital asset group HashKey Group (referred to as "HashKey"), and spending HKD 149 million to purchase 5,190 Ether (ETH).

This move marks the birth of the first "Ethereum Micro Strategy" company in the Hong Kong stock market, and its innovation lies in the addition of the "Active Coin Generation Function"—achieving continuous creation and appreciation of Ether (ETH) through the RWA (Real World Asset) tokenization engine ivd.xyz exchange, fundamentally rewriting the logic of listed companies hoarding coins.

1. IVD MEDICAL's Three Major Announcements on August 8: Strategy, Cooperation, and Action

On August 8, IVD MEDICAL issued three announcements, officially kicking off its Ethereum Vault strategy.

First, the company announced the launch of the "Global Enhanced Ethereum Vault with Downside Protection Mechanism" strategy, clearly designating Ether (ETH) as a strategic reserve asset. The core of this strategy is to ensure the interests of shareholders and investors through a multi-layered downside protection mechanism and enhancement strategies.

IVD MEDICAL's announcement on August 8

The downside protection mechanism includes various methods such as the ATM (At-The-Market) mechanism, a priority-subordination layered structure, and RWA price repurchase commitments, while the enhancement strategy aims to achieve "active income generation" of Ether (ETH) assets through staking financing and acquiring global top Ethereum quantitative management companies.

Secondly, IVD MEDICAL signed a strategic cooperation framework agreement with HashKey. As a global leading digital asset financial services group, HashKey will provide IVD MEDICAL with bulk trading execution and cost optimization for Ether (ETH), global market liquidity support, and explore the integration path of crypto asset reserves with real economy assets (especially medical innovation drug intellectual property RWA).

Finally, IVD MEDICAL announced that it has spent HKD 149 million to purchase 5,190 Ether (ETH) and plans to continuously increase its holdings through a systematic investment strategy, with a budget of HKD 880 million already approved. This action not only represents a substantial advancement of the company's strategy but also demonstrates the company's firm confidence in the prospects of Ether (ETH) to the market.

IVD MEDICAL announced on August 8th

II. Ethereum (ETH) Creation Engine: IVD MEDICAL's "Active Coin Generation Function"

In IVD MEDICAL's Ethereum treasury strategy, the "Active Coin Generation Function" is one of its core highlights. Through the "Ethereum (ETH) Creation Engine," IVD MEDICAL will tokenize innovative drug intellectual property (RWA) and trade it on the ivd.xyz exchange. This process not only brings continuous revenue in Ethereum (ETH) to the company but also forms a dynamic cycle: acquisition of innovative drug intellectual property "IP" → RWA tokenization → ecological revenue in Ethereum (ETH) → enhancement of treasury reserves.

The ivd.xyz exchange, as the world's first Web3 exchange focused on medical innovative drug intellectual property RWA, adopts a hybrid architecture that combines the efficiency of centralized exchanges with the security of decentralized exchanges. It supports cross-chain trading and offers various trading methods to meet the needs of different investors. More importantly, the trading fees on the ivd.xyz exchange, the trading revenue from RWA, and the IVDD stablecoin mechanism will all directly or indirectly convert into Ethereum (ETH), further enhancing the company's Ethereum (ETH) reserves.

This "Active Coin Generation Function" not only brings asset appreciation to IVD MEDICAL but also provides Web2 investors with a safe and transparent entry into Web3, allowing them to capture financial dividends on the Web3 chain without fear of volatility.

III. Downside Protection Mechanism: Providing a Safe Channel for Investors

IVD MEDICAL's Ethereum treasury strategy not only focuses on asset appreciation but also emphasizes investor safety. The multi-layered downside protection mechanism provides "verifiable, executable, and quantifiable" security guarantees for shareholders, RWA holders, and potential investors.

Specifically, the downside protection mechanism includes an ATM mechanism that provides stable funding support for the company through continuous market financing; a priority and subordinate layered structure that ensures the interests of priority investors are protected during market fluctuations; a price buyback commitment for RWA holders that provides a price floor; a clinical VC backing mechanism that further reduces investment risk; Ethereum (ETH) derivatives hedging to hedge market risks through financial instruments; a systematic investment strategy that increases investment at market lows to lower average costs; and a share buyback plan that enhances per-share value through share repurchases.

The combination of these mechanisms provides investors with comprehensive protection, much like Volvo's safety system.

IV. Trillion Market Value Growth Space: Benchmarking MicroStrategy and Metaplanet

IVD MEDICAL's Ethereum treasury strategy opens up a trillion market value growth space for the company. Globally, Ethereum, as a core asset in the blockchain field, is increasingly recognized by more institutions and investors. The entry of global asset management giants like BlackRock further provides strong endorsement for Ethereum's future development.

Taking MicroStrategy as an example, since the company incorporated Bitcoin into its balance sheet in 2020, its market value has increased approximately 80 times in just four years. MicroStrategy's success demonstrates the immense potential of the cryptocurrency treasury model. IVD MEDICAL's Ethereum treasury strategy is akin to MicroStrategy's Bitcoin strategy By continuously increasing its holdings of Ethereum (ETH) and utilizing its "active coin generation function," IVD MEDICAL is expected to achieve similar market value growth.

At the same time, Japan's Metaplanet has also significantly increased its market value by incorporating Bitcoin into its balance sheet. The case of Metaplanet demonstrates that indirectly holding cryptocurrencies through publicly traded company stocks not only allows for the appreciation of cryptocurrencies but also brings more returns to investors through tax optimization and other means.

IVD MEDICAL's current market value has surpassed HKD 13 billion, but there is still significant growth potential compared to MicroStrategy and Metaplanet. With the continuous development of the Ethereum ecosystem and IVD MEDICAL's ongoing layout in the Web3 field, it is expected that its market value will exceed HKD 100 billion within two years.

Recent stock performance of IVD MEDICAL, source: Dongfang Caifu

5. The Strategic Value of IVD MEDICAL's Web3 Exchange Ecosystem and Ethereum Vault

IVD MEDICAL's "NewCo+RWA" Web3 exchange ecosystem and Ethereum vault strategy, supported by the liquidity of the Ethereum vault and the RWA tokenization engine of ivd.xyz exchange, have created a new paradigm for financing, circulation, and profit distribution in innovative drug research and development. This not only responds to the Hong Kong Monetary Authority's Ensemble project call for "efficient cross-border asset circulation" but also deeply aligns with the core demands of China's innovative drug overseas strategy to "reduce financing costs and accelerate technology transformation."

For retail investors and patients, IVD MEDICAL provides a compliant and transparent Web3 entry point, sharing the value leap dividends of innovative drugs from the laboratory to the market; it also significantly compresses the new drug research and development cycle through tokenization, allowing emergency medications to benefit global patients more quickly. Ultimately, in the resonance of "benefiting the country, meeting the needs of the people, and promoting global health," the company is reshaping the collaborative efficiency and equitable boundaries of human life science innovation