BlockBeats News, March 29: Founder of Three Arrows Capital, ZhuSu, shared his observations in Hong Kong on social media:
· At the Basel Art Exhibition, no one mentioned NFTs at all, and meme coins were also not mentioned.
· Investment banks are now actively promoting the narrative of China's tech recovery, involving DeepSeek, valuation gaps, and the innovation wave. The scale of southbound capital flow is huge, and the price of mainboard shell companies has risen to around 200 million Hong Kong dollars.
· Family offices are closely watching Saylor and considering whether there is a need to convert their companies.
· The market has a very strong belief that BTC is digital gold, but there is generally a high degree of skepticism towards the crypto tech narrative and crypto venture capital. Some are also interested in regulated custody and trading platform models.
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