Breaking the Cycle: CoinEx’s Jeff Ko on How Institutional Capital and Web3 Innovation Are Redefining Crypto’s Future

Core Insights - The potential advantages of tokenizing shares include increased accessibility through fractional ownership, 24/7 markets, and integration with DeFi protocols, but challenges such as fragmented liquidity and unclear regulations persist [1][4][10] Group 1: Tokenization and Market Trends - The shift from traditional cryptocurrencies like Bitcoin to diversified investments in Ethereum, Solana, and other altcoins is evident, with deal structures varying between cash contributions and in-kind token swaps [2] - The convergence of traditional finance (TradFi) and crypto is accelerating, with tokenized assets expanding beyond equities to include fixed income, gold, and private equity, indicating a blurring of market lines [7][10] - Institutional capital is breaking the historical four-year cycle in crypto, with significant inflows from pension funds and national reserves, marking a structural change in investment strategies [10] Group 2: Stablecoins and Regulatory Landscape - Stablecoins are becoming a crucial part of the crypto infrastructure, with market capitalization exceeding $300 billion, driven by regulatory advancements and yield-seeking behavior from investors [8] - The emergence of new stablecoin models and yield products is shifting investment dynamics, as traditional finance seeks higher returns in the crypto space [8] Group 3: Future of Web3 and User Experience - The success of Web3 hinges on the development of applications that outperform Web2 in usability and trust, which is essential for achieving mainstream adoption [12][13] - The focus should be on enhancing user experience rather than speculation, as better products will drive true mass adoption in the crypto space [13] Group 4: Company Philosophy and Market Position - CoinEx emphasizes a prudent approach to market engagement, focusing on sustainable growth and infrastructure development rather than chasing short-term trends [11][14] - The exchange has maintained its commitment to user safety and accessibility, reflecting its mission to simplify crypto trading for a global audience [14]