Futu Private Sharing Web3 Leaders Summit Concludes Successfully: Tom Lee Leads the Exploration of New Wealth Paradigms in Digital Assets

On March 15, 2026, the 'Futu Privé·Web3 Leaders Summit,' hosted by Futu Private Wealth and co-organized by E Fund, concluded successfully in Hong Kong. The summit was led by legendary Wall Street investor and Chairman of BitMine's Board, Tom Lee, and joined by frontier technology investor Di Zheng and Head of Digital Assets at E Fund Hong Kong, Jialiang Zheng, to discuss new paradigms of digital assets amid a global liquidity shift with over sixty private clients. From structural insights into Ethereum’s V-shaped reversal to three definitive alpha opportunities—tokenization, stablecoin payments, prediction markets—and an in-depth breakdown of allocation tools like digital assets, the summit addressed an investment era that prioritizes efficiency. It clarified core logic and allocation pathways for high-net-worth investors navigating through cycles.

A private feast connecting Wall Street and Web3

By 2026, the global economy will enter the deep waters of digital restructuring, with the intersection of Web3 and traditional finance creating the next wave of long-term wealth growth. At this critical juncture,the 'Futu Private Sharing · Web3 Leaders Summit,' hosted by Futu Private Wealth, was successfully held in Hong Kong on March 15, in collaboration with partners@易方达香港 , providing a bridge to global core assets for over 60 private clients.

The summit featured a heavyweight guest,Tom Lee, legendary Wall Street investor and Chairman of the Board of BitMinewho shared exclusive insights live at the event, alongside industry veterans such asfrontier technology investor and cross-asset strategy expert Zheng Di @Didier_SG，Head of Digital Assets at E Fund Hong Kong, Zheng Jialiang@易方达香港, jointly decoding the cycles of the crypto market, the logic of asset allocation, and technology integration trends.

Key takeaways from the sharing session

1. Insights into cycles: Efficient positioning amid tightening liquidity

Against the backdrop of a slowing global economy, traditional investment logic is undergoing profound changes. Tom Lee pointed out that the deceleration in global economic growth has made growth assets scarce, naturally driving capital to areas still showing potential for expansion. As the most important growth index globally, the US stock market has become an inevitable choice for global risk-averse capital. This perspective appears particularly counterintuitive in the current war environment – reviewing the past eight major conflicts (excluding the 2022 Ukraine War), the US stock market rose during all periods of conflict.The cryptocurrency winter is nearing its end, marking a crucial period for investors to seize opportunities on market dips and enhance investment efficiency. Instead of blindly following trends, focusing on core assets will lead to effective value appreciation.。

"High oil prices trigger concerns about economic growth, prompting investors to buy growth stocks and cryptocurrencies." Tom Lee explained, "Cryptocurrencies are highly correlated with growth stocks; Bitcoin's movement almost mirrors that of software stocks."Since the outbreak of the war, cryptocurrencies have continued to outperform other assets, reflecting global investors' recognition of digital assets as a growth engine for a new era."

This macro perspective was further corroborated in Zheng Di’s analysis. Zheng Di emphasized that large-scale liquidity releases are unlikely this year, and investors should not expect broad-based Beta-driven market gains. More critically, the key distinction of this cycle compared to previous ones is that the altcoin season may not return. In past cycles, when Bitcoin dominance climbed to high levels, capital naturally flowed into altcoins, triggering widespread rallies. However, this market’s liquidity preferences have undergone structural changes: on one hand, institutional funds have concentrated into channels like ETFs, significantly reducing interest in long-tail assets; on the other hand, high-narrative stocks in the US market, such as aerospace and quantum computing, have to some extent taken on the role previously played by altcoins, diverting speculative capital. Capital no longer indiscriminately trickles down but instead selectively allocates across a broader range of global assets.$Bitcoin (BTC.CC)$ and $Ethereum (ETH.CC)$, currently valued at only $6 billion, addresses the pain points of 'paper gold' claims while adding

Zheng Jialiang, drawing from his professional experience, also agrees with the efficiency-first investment trend. He stressed that the current digital asset market is becoming increasingly polarized, and investors should abandon the 'spray and pray' approach, focusing instead on high-potential, high-liquidity targets. Combining professional investment research capabilities to avoid inefficient investments is key to achieving effective wealth accumulation in a complex market.

II. Core Opportunities: Ethereum’s V-Shaped Reversal and Three Structural Alpha Factors

Tom Lee remains optimistic about Ethereum’s future performance. He predicts that the trading ratio between Ethereum and Bitcoin will eventually reach 0.25. If Bitcoin climbs to $250,000 within the next 18 months, Ethereum’s price will reach at least $12,000, potentially returning to its 2021 high of $22,000, or even climbing to $62,000.It was clearly pointed out that Ethereum is reaching a critical inflection point for a V-shaped reversal, making it a highly promising core target in the current market.。

Zheng Di and Zheng Jialiang’s analysis highlighted for investorsthree structural Alpha opportunities: tokenization, stablecoin payments, prediction markets。

– Tokenization: Zheng Di pointed out that among these,gold-backed tokens represent a blue ocean market worth hundreds of billions of dollars, currently only at USD 6 billion in scale, can address the pain points of "paper gold" claims, coupled with$Tether (USDT.CC)$ The strategic shift, global central banks' increased gold reserves, and expectations of rising gold prices indicate significant development potential. Asia may soon see related gold supply chain targets emerge, with Hong Kong and Singapore serving as key vault hubs.

– Stablecoin payments: Both guests pointed out without prior agreement thatthe core value of stablecoins lies in the implementation of payment scenarios, not the increase in issuance volume.Zheng Di believes that $Circle (CRCL.US)$ As the core target in the secondary market of this track, its valuation is reasonable, with current operations already supporting its valuation. Combined with the anticipated implementation during the Agent era and a temporary window where competitors are not going public, it exhibits an 'easy to rise, hard to fall' characteristic, making it worthy of close attention. Zheng Jialiang added that after removing elements like machine trading and high-frequency trading, the actual economic transaction volume of stablecoins is approaching Visa levels. The integration of Agent payment and stablecoins will address the pain point of efficient settlement for small transactions.

– Prediction marketZheng Jialiang mentioned its advantages of low fees, high transparency, and high accuracy, predicting that AI will become the core trading entity in forecasting markets, potentially replacing parts of traditional gambling and information service markets. Zheng Di judges that this direction represents the future core business of the crypto circle, with significant long-term potential. Valuations of primary market targets are rapidly increasing, and with regulatory licenses already obtained in the US, events like this year’s World Cup and midterm elections will drive a surge in demand. $Robinhood (HOOD.US)$ It remains undervalued, with its predictive market business generating considerable annualized revenue in the short term, while its core cryptocurrency trading business performs steadily.

III. Investment Vehicle: Bitmine’s Digital Asset Vault Advantages

Regarding specific investment choices, Tom Lee first provided an in-depth analysis of the core advantages of digital asset treasury companies (DAT). 'Globally, there are only two publicly listed treasury companies holding large amounts of crypto assets: $Strategy (MSTR.US)$and$Bitmine Immersion Technologies (BMNR.US)$ '. He explained, 'Together, they account for 90% of all crypto treasury trading volumes, while the remaining 80-100 entities have almost no liquidity.'

Bitmine’s advantages are reflected in four key pillars: optimized staking returns, Alpha strategies, innovative capital market activities, and a clean balance sheet.Tom Lee also specifically shared that $Bitmine Immersion Technologies (BMNR.US)$and$Ethereum (ETH.CC)$ The price correlation reaches 90%, but due to the excess return mechanism of the four pillars, it outperforms ETH when the market rises and loses less than ETH when the market falls. This provides investors with a high-quality vehicle to participate in Ethereum ecosystem growth while earning excess returns.

ETFs offer another option for investors who prefer diversified allocation and seek a stable portfolio. $EFUND DIGITAL ETF (03434.HK)$ Focusing on the entire digital technology industry chain, selecting leading companies listed in Hong Kong and the US, with holdings concentrated intrading platforms, technical services, and the stablecoin industrial chainLinks such as 'water sellers' can both avoid the risks of investing in single cryptocurrencies and allow participation in the explosive growth brought by stablecoins reshaping global payments and tokenization of real-world assets (RWA) into a multi-trillion-dollar market, helping investors seize investment opportunities in the digital age.

IV. Future Trends: The Deep Integration of Web3 and AI

The core growth driver of the future Web3 industry will come from the deep integration of Web3 and AI. AI agents will become the next billion-level users of digital assets, while blockchain provides decentralized identity, instant settlement, and smart contract execution as underlying support, making them naturally complementary.

Ethereum is actively advancing AI adaptation upgrades, supporting the operation, identity verification, and automated payment of AI agents, making digital assets the underlying settlement layer of the AI economy. Stablecoins and on-chain payment systems will fully serve the needs of small, high-frequency, and automated settlements for AI, significantly improving transaction efficiency.

Meanwhile, the tokenization of assets and on-chain synthetic asset trading will continue to gain popularity. The advantages of 24/7 trading, high liquidity, and efficient leverage will promote further integration between traditional assets and digital assets. The entire industry will shift from narrative-driven to real-world application implementation, with AI × Web3 becoming the most certain long-term main trend.

The successful conclusion of this summit is yet another demonstration of Futu Private Wealth's profound service for ultra-high-net-worth individuals. It was not only a feast of ideas but also a delivery of professional value. We firmly believe that in an era full of uncertainties,only with deep insights and precise strategies can one navigate through cycles to achieve long-term wealth preservation and growth.

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Disclaimer: This article is based on the sharing of three experts at the 'Futu Private Web3 Leader Summit' held on March 15, 2026. The content is for reference only and does not constitute any investment advice. Investors should make independent decisions based on their own risk tolerance and investment objectives, and bear the risks themselves. The E Fund Digital Technology Index ETF (3434) is a product under E Fund, and its investment risks and return characteristics are related to the underlying index. Investors are advised to invest with caution.

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