Wintermute Ventures: Fundamentals Return, Cognitive Reset After Attending Hong Kong Consensus
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Wintermute Ventures: Fundamentals Return, Cognitive Reset After Attending Hong Kong Consensus
Market sentiment is turning cautious, with almost no one willing to pretend they know where the next obvious wave lies.
Navigating Web3 tides with focused insightsCompiled by: TechFlow
TechFlow Insights: The Wintermute Ventures team wrote this observation report after attending Consensus Hong Kong, providing a market sentiment scan from a market maker's perspective.
Market cooling is already a consensus, but the value of this article lies in explaining why—narrative failure, token identity crisis, capital rotation into AI stocks. These signals combined point not to a short-term bear market, but to a recalibration of the industry paradigm.
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