Zhu Su shares observations on the Hong Kong market: Art Basel downplays NFT, the investment community focuses on Chinese technology and Bitcoin.
Gate.io News bot message, Zhu Su recently published a post sharing his market observations in Hong Kong. According to his observations, the Art Basel art fair did not involve NFT content, and the market discussion on memes has dropped.
Investment banks are promoting the theme of "China's Technology Revival", focusing on projects like DeepSeek, and paying attention to valuation gaps and innovation trends. Data shows that southbound capital continues to flow in, and the price of mainboard shell companies has reached approximately 200 million HKD.
Family offices are closely monitoring Saylor's movements and considering adjustments to their company structure. The market generally positions Bitcoin as "digital gold," but maintains a conservative attitude towards the prospects of crypto technology and venture capital. Some investors express concerns about regulated custody and exchange investment projects.
Source: Wu Says
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