Market Trends - Crypto's volatility is increasingly tied to traditional markets like U S equities due to growing institutional participation [1] - Expects a 30%-50% Bitcoin pullback in the next year [1] Investment Opportunities & Risks - Remains long-term bullish on crypto, viewing it as a maturing asset class with rising institutional adoption [1]

🇭🇰 At #BNBDay Hong Kong, we’re discussing institutional adoption and digital assets with:– Gary Zhou, CEO of CMS HK Asset Management– Lorena, Head of Business Development at @lista_dao– Bridget Li, Co-Founder and CEO of @AssetoFinanceRegister here: https://t.co/zG0BvduzVg https://t.co/ZjelHo8Ob7 ...

🇭🇰 At #BNBDay Hong Kong, we’re discussing institutional adoption and digital assets with:– Lorena, Head of Business Development at @lista_dao– Bridget Li, Co-Founder and CEO of @AssetoFinanceRegister here: https://t.co/fs8w5D92r2 https://t.co/cPxQlju6x9 ...

Gary Zhou, CEO of CMS HK Asset Management, will be attending #BNBDay Hong Kong to share insights on institutional adoption and digital assets.🗓️ 29 AugustRegister here: https://t.co/fs8w5D92r2 https://t.co/k8HD6NhgVe ...

Bitcoin Volatility & Investment - Bitcoin volatility is a feature, not a bug [1] - Bitcoin presents a dream investment opportunity for retail investors [1] - Bitcoin rate of return is a crucial factor to consider [1] Institutional Adoption & Traditional Finance - Expect Bitcoin to be integrated into traditional finance [1] - Discusses risks and opportunities associated with Bitcoin ETFs [1] - Explores opportunities for Bitcoin treasury companies [1] Market Analysis - Takeaways from the Jackson Hole conference are discussed [1]

DeFi Lending Market Overview - DeFi lending 总锁定价值 (TVL) 在 2025 年 8 月超过 930 亿美元，创历史新高 [1] - 这一增长超过了 2021 年牛市的峰值 [1] - 本轮增长表明基本面更加稳固，包括更深的流动性、机构采用和改进的风险框架 [1] - DeFi 借贷市场比以往任何时候都更加成熟和具有弹性 [1]

Industry Perception & Adoption - Crypto faces skepticism from tech circles, particularly in areas like SF, yet experiences widespread institutional adoption, forcing some initial critics to reconsider [1] - Status plays a crucial role in incentives, presenting a balancing challenge due to its mimetic nature; teams are actively working to destigmatize crypto to attract new talent in fields like AI and DeFi [1] Talent & Value Accrual - The average talent level in crypto is considered relatively low across most categories [1] - Projects attracting top-tier talent from outside the crypto industry have historically accrued significant value, exemplified by Solana's team with ex-HFT (High-Frequency Trading) professionals [1] - Projects attractive outside the "CT (Crypto Twitter) bubble" are crucial for attracting new talent, users, and capital expansion [2]

Bernstein analysts say the crypto bull market could extend to 2027, driven by U.S. policy support and rising institutional adoption. They expect Bitcoin to reach $150K–$200K within a year, with the next phase led by Ethereum, Solana, and DeFi tokens, boosting inflows to exchanges and stablecoin issuers.https://t.co/D1s4En5unr ...

@grovedotfinance @TokenizedPod @centrifuge Alongside today’s announcement of @DinariGlobal, institutional adoption on Avalanche is accelerating.From credit to equities, capital is connecting globally through integrated, programmable, always-on markets.Explore more: https://t.co/wLveBhmAVU ...

Bitwise CIO Matt Hougan says the four-year crypto cycle is dead, citing weaker halving impact and stronger long-term forces like ETF growth, institutional adoption, and post-GENIUS Act investment. He expects 2026 and the coming years to deliver strong performance—driven more by a “sustained and steady boom” than a one-off super cycle. https://t.co/LwRF5Rd3WP ...