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Dialogue with Xinhuo Chief Economist Fu Peng: Macro Bear Market Expected to End This Year, Prioritize Allocation to Value Assets

Fu Peng, Chief Economist at New Huo Group, discusses the integration of crypto assets into traditional finance, marking a shift from a speculative phase to institutionalization. He highlights the current era as the second major fusion of finance and technology, driven by AI, data, and computing power, with crypto assets becoming part of the FICC+C (Fixed Income, Currencies, Commodities + Crypto) framework. Regulatory clarity in the U.S., such as the GENIUS and Clarity Acts, has paved the way for institutional adoption by defining digital assets as financial instruments. Fu views RWA (Real World Assets) as a tool for asset tokenization rather than a standalone asset class, noting that financial innovation differs between Eastern and Western markets due to cultural approaches to risk and regulation. He emphasizes that stablecoins are essential for future finance, but Asian markets, including Hong Kong, will adopt them cautiously. Macro liquidity now significantly influences crypto markets, as institutional participation increases correlation with traditional assets. Fu suggests the macro-driven bear market may end by year-end, reducing the relevance of Bitcoin’s four-year cycle. For asset allocation, he recommends value-oriented AI stocks for stability, Bitcoin for moderate certainty, and Ethereum for higher volatility.

marsbit04/23 09:03

Dialogue with Xinhuo Chief Economist Fu Peng: Macro Bear Market Expected to End This Year, Prioritize Allocation to Value Assets

marsbit04/23 09:03

Fu Peng's First Public Speech in 2026: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

Fu Peng, a renowned macroeconomist and now Chief Economist at New火 Group, delivered his first public speech of 2026 at the Hong Kong Web3 Festival. He explained his perspective on crypto assets and why he joined the industry, framing it within the context of macroeconomic trends and financial evolution. Fu emphasized that crypto assets are transitioning from an early, belief-driven phase to a mature, institutionally integrated asset class. He drew parallels to the 1970s-80s, when technological advances (like computing) revolutionized traditional finance, leading to the rise of FICC (Fixed Income, Currencies, and Commodities). Similarly, current advancements in AI, data, and blockchain are reshaping finance, with crypto assets becoming part of a new "FICC + C" (C for Crypto) framework. He noted that institutional capital, including traditional hedge funds, avoided early crypto due to its speculative nature but are now engaging as regulatory clarity emerges (e.g., stablecoin laws, CFTC classifying crypto as a commodity). Fu predicted that 2025-2026 marks a turning point where crypto becomes a standardized, financially viable asset for diversified portfolios, akin to commodities or derivatives in traditional finance. Fu defined Bitcoin not as "digital gold" in a simplistic sense but as a value-preserving, financially tradable asset. He highlighted that crypto's future lies in regulated, institutional adoption, moving away from retail-dominated trading. His entry into crypto signals this maturation, where traditional finance integrates crypto into mainstream asset management.

marsbit04/23 06:09

Fu Peng's First Public Speech in 2026: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

marsbit04/23 06:09

The Second Half of Macro Influencer Fu Peng's Career

Fu Peng, a prominent Chinese macroeconomist and former chief economist of Northeast Securities, has joined Hong Kong-based digital asset management firm Bitfire Group (formerly New Huo Group) as its chief economist. This move, announced in April 2026, triggered an 11% surge in Bitfire's stock price. Fu, known for his accessible macroeconomic commentary and large social media following, will focus on integrating digital assets into global asset allocation frameworks, particularly combining FICC (fixed income, currencies, and commodities) with cryptocurrencies for institutional clients. His career includes roles at Lehman Brothers and Solomon International, with significant influence gained through public communication. However, in late 2024, Fu faced temporary social media bans after a controversial private speech at HSBC on China's economic challenges, though he denied regulatory sanctions. He later left Northeast Securities citing health reasons. Bitfire, a licensed virtual asset manager serving high-net-worth clients, seeks to build trust and attract traditional capital through Fu’s expertise and credibility. The partnership represents a strategic shift for both: Fu enters the crypto sector after a traditional finance peak, while Bitfire aims to leverage his macro framework for institutional adoption. Outcomes remain uncertain regarding capital inflows and compatibility within corporate structure.

marsbit04/21 01:33

The Second Half of Macro Influencer Fu Peng's Career

marsbit04/21 01:33

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