星球日报|Dec 19, 2025 02:18
[Delphi Digital: Cryptocurrencies Are No Longer the Only Investment Option, Crypto-Related Stocks Have a Vampire Effect on Altcoins]
Odaily Planet Daily reported that Delphi Digital posted on the X platform, stating that cryptocurrencies are no longer the only investment option. In this cycle, the market has shown localized excess returns driven by sector rotation, rather than an overall rise benefiting all assets. Currently, $35 billion has flowed into the generative AI sector, with $2 billion flowing into robotics in a single quarter. Meanwhile, sectors like solar energy and bioengineering are also becoming commercially viable growth areas. For every additional $1 of new liquidity, more investable assets are entering the competition.
Within the cryptocurrency market, stocks have already had a vampire attack effect on the buying pressure that would have otherwise flowed into altcoins. Over the past two years, crypto-related stocks have outperformed most altcoins. Institutions are entering the market from various angles: ETFs, RWA, stablecoins, trading platforms, and enterprise chain launches. Increased competition is further dispersing available capital. Future returns may resemble stock picking rather than index buying.
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