Why crypto VCs at Consensus Hong Kong are playing a 15-year game

Market Intelligence Analysis

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Why This Matters

Crypto investors at Consensus Hong Kong are focusing on stablecoins and tokenization, while selectively investing in AI and prediction markets, indicating a cautious approach amidst tightening capital.

Market Impact

Market impact analysis based on neutral sentiment with 80% confidence.

Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term

Article Context

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With capital tightening, investors are backing “what’s working,” like stablecoins and tokenization, while selectively betting on AI and prediction markets.

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Original article published by CoinDesk on February 11, 2026.
Analysis and insights provided by AnalystMarkets AI.