Alec Goh, head of HTX Ventures: Institutions enter the market using "hype," but ultimately, the market will return to fundamentals

ChainCatcher news, Alec Goh, head of HTX Ventures, was invited to attend a roundtable forum in Dubai themed "Crypto's Next Chapter: From Hype to Fundamentals," where he shared his observations on institutional capital dynamics and investment strategies.

Alec pointed out that as institutional capital enters the crypto market, they occasionally leverage hype cycles to gain attention and market recognition, such as DAT (Digital Asset Tokenization) and other tokenized asset projects. These short-term surges can lead to rapid market cap growth, but ultimately the market will revert to fundamentals: real revenue, product adoption, and execution are the core of long-term value.

Alec further stated that for most institutions, the current phase is more like an "experiment and learning period," where they gradually accumulate practical experience through tokenization exploration, treasury asset diversification, and product strategy validation. In the future, collaboration between traditional enterprises and blockchain infrastructure will shift from PR stunts to actual product implementation and business closure.

Alec emphasized, "HTX Ventures' position is very clear: we do not participate in retail speculation competition, but focus on technological and regulatory inflection points, allowing hype to gradually evolve into sustainable infrastructure, thereby promoting the long-term healthy development of the crypto ecosystem."