Delphi Digital: Cryptocurrencies are no longer the only investment option; crypto stocks are having a draining effect on altcoins.

According to an article published on the X platform by Delphi Digital, as reported by Odaily Planet Daily, cryptocurrencies are no longer the only investment option. In this cycle, the market has exhibited localized excess returns due to sector rotation, rather than a general rise benefiting all assets. Currently, $35 billion is flowing into generative AI, with $2 billion flowing into robotics in a single quarter. Meanwhile, solar energy and bioengineering are also emerging as commercially viable growth sectors. For every dollar of new liquidity added, more investable assets compete for attention. Within the cryptocurrency market, stocks have created a vampire effect, draining buying that was previously flowing into altcoins. Over the past two years, cryptocurrency stocks have outperformed most altcoins. Institutions are entering the market from various angles: ETFs, RWA, stablecoins, trading platforms, and enterprise blockchain launches. This increased competition further diversifies available capital. Future returns may resemble stock picking more than index investing.