It diversifies portfolios with access to unique Chinese companies, currency exposure benefits, and potential arbitrage opportunities due to market inefficiencies between A-shares and H-shares.
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Fair distribution (low team/allocation), deflationary mechanisms (e.g., burning), and clear utility drive value. Avoid high inflation and unlock schedules that encourage dumping. Tokenomics should align long-term holders with network growth.
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Correlation is regime-dependent. It tightens during macro repricing (equities up with BTC, USD/real yields inverse) and fades when crypto-native catalysts dominate. Institutionalization modestly raises linkage to global liquidity cycles.
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