Exclusive interview with Alec Goh, head of HTX Ventures: How to find Alpha in a rapidly shifting market

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Original title: Exclusive Interview with Alec Goh, Head of HTX Ventures—How to Find Alpha in a Rapidly Rotating Market

Original author: BlockBeats by律动

Original source:

Reprinted from: Mars Finance

From DeFi Summer to the NFT craze, from GameFi to meme coins, and now to the rise of AI, RWA, PayFi, and the Agent economy—every so often, the market seems to produce a new hotspot. When narratives keep rotating, where does real Alpha come from?

As one of the most active native investment institutions in the crypto market, HTX Ventures has been deeply involved in shaping the early innovation of the global Web3 ecosystem, emerging narratives, and long-term infrastructure.

In this interview, we sat down with Alec Goh, the head of HTX Ventures, for an in-depth conversation. Not only does this discussion look back on his transition from traditional finance to the crypto industry, but it also systematically covers HTX Ventures’ investment and research framework: how they identify early narrative signals, how they search for long-term Alpha in a rapidly rotating market, and how they build investment judgment between technical narratives and real demand. The following is the interview transcript:

TradFi and the Collision with Crypto

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