Dp大鹏|5月 28, 2026 12:05
All the exchanges are going crazy integrating U.S. stocks
AI concepts, U.S. stock tokens, RWA
Honestly, I’m getting more and more worried about one thing.
When U.S. stocks are rising,
the crypto space is clearly being siphoned off.
More and more crypto funds are starting to chase Nvidia, Tesla, AI...
But what about later?
When the next Fed chair takes office
and starts shrinking the balance sheet and tightening liquidity.
If U.S. stocks begin a major correction at that point,
then the crypto space, which has already turned into a 'neither here nor there' situation,
what happens then?
Back in the day, Crypto at least had its own independent narrative:
DeFi, NFTs, inscriptions, memes.
But now,
Exchanges are integrating U.S. stocks,
Users are chasing AI,
The market is revolving around Nasdaq.
In a way,
The crypto space is slowly turning into
a high-volatility liquidity extension of U.S. stocks.
The scariest part is,
If U.S. stocks drop in the future,
the crypto space will definitely follow.
But if U.S. stocks keep rising,
funds will continue to be siphoned off into U.S. stocks.
In the end,
Crypto retail investors
might end up getting hit from both sides.
And exchanges
are step by step turning Crypto
into an outsourced liquidity market for U.S. stocks.
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