According to Bijie.com, on March 29, ZhuSu, the founder of Sanjian Capital, posted a post on social media to share his observations in Hong Kong: · No one mentioned NFT at the Art Basel exhibition, and no one mentioned meme coins. · Investment banks are now vigorously promoting China's recovery of technology arguments, involving DeepSeek, valuation gaps and waves of innovation. The scale of southbound capital flows is huge, and the prices of main board shell companies have rebounded to about HK$200 million. · The family office is paying close attention to Saylor and considering whether there is a need to convert its own company. · The market has a strong belief that BTC is digital gold, but is generally highly skeptical about cryptotech arguments and crypto venture capital. Some are also interested in the regulated custody and trading platform model.