ZhuSu： The market generally believes that Bitcoin is digital gold, but holds a highly skeptical attitude towards cryptocurrency technology and cryptocurrency venture capital

BlockBeats News: On March 29th, ZhuSu, founder of Three Arrows Capital, shared his observations and feelings in Hong Kong on social media ·No one mentioned NFTs at the Basel art fair, and no one mentioned meme coins either· Investment banks are now vigorously promoting China's technology recovery discourse, involving DeepSeek, valuation gaps, and innovation waves. The scale of southbound capital flow is huge, and the prices of main board and shell companies have rebounded to about HKD 200 million· The family office is closely monitoring Saylor and considering whether there is a need to convert their company· The market has a very firm belief that BTC is digital gold, but generally holds a highly skeptical attitude towards cryptocurrency technology discourse and cryptocurrency venture capital. Some people are also interested in regulated custody and trading platform models.