Why Smart Investors Are Buying Bitcoin Again

Why Smart Investors Are Buying Bitcoin Again
Where Investors Are Allocating Capital in 2026

As crypto markets mature and institutional participation accelerates, investors are increasingly shifting their focus away from speculation and toward infrastructure, tokenized assets, collateral utility, and long-term capital efficiency.

In this discussion at Tokenized Capital Summit 2026 Hong Kong, fund managers, venture investors, and market participants explore how their investment strategies evolved throughout 2025, what themes are gaining momentum in 2026, and why tokenization may fundamentally change how capital moves across financial markets.

Panel speakers:
• Bundeep Singh Rangar, Co-Founder & Board Member @Rangar Capital Management
• Nicolas Galleta, CEO & Co-Founder @Gallet Capital
• Sebastien Borget, Founder @The Sandbox
• Darien Poh, Investment @Synthesys
• Yorick Evans-Freke, Managing Director @Dark Horse Venture Partners
• Shuo Liu, Investor Relations @IGC Fund

They discuss:
• Why many investors prefer owning crypto infrastructure rather than trying to pick winning tokens
• How blockchain infrastructure continues to attract long-term capital despite changing market cycles
• Why some funds maintained a defensive strategy focused primarily on Bitcoin and Ethereum during 2025
• How market-neutral strategies helped investors generate stable cash flow during periods of uncertainty
• Why declining market sentiment in 2026 is being viewed by some investors as a buying opportunity
• The growing realization that institutional adoption is unfolding differently than many expected
• Why central banks appear more interested in gold and sovereign assets than Bitcoin reserves
• How tokenized bank deposits could become a major theme for financial institutions
• Why banks are increasingly exploring blockchain as a distribution and customer acquisition tool
• The emerging importance of compliance, security, and regulatory infrastructure in tokenized finance
• How DeFi yields became attractive during periods of elevated leverage and liquidity
• Why investors are becoming more selective about collateral quality and risk management

00:00 Intro
00:09 Why Investors Are Buying Bitcoin Again
04:26 The Biggest Opportunities in Digital Assets

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Music provided by Soundridemusic
Watch: https://www.youtube.com/watch?v=y5gkdmmnRls&t=6s

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