Market Moves
Delian Capital partner warns of a Chinese BCI bubble
VCBeat, the Chinese healthcare-investment media outlet, published an on-record investor take on the Chinese brain-computer interface sector on 2 August 2026. Delian Capital partner Jiang Donghui framed the sector as at risk of a bubble cycle before maturity, laid out a four-quadrant investment matrix based on demand and technological advancement, and named Chinese BCI companies across invasive, semi-invasive and non-invasive paths. H1 2026 financing alone accounted for approximately 60 per cent of the sector's thirteen-year total.